In Easy Projects some menu items and buttons (like Portfolios, Import from CSV) may be unavailable for a user because of lack of the user permissions or inactive features.
In order to make the
menu item 'Portfolios' available
under the 'Projects & Tasks' menu for all users
log in to your EP account as 'Administrator' user and tick the box 'Show portfolios' at:
'User menu' -> 'Settings' -> 'General' -> 'Advanced settings' tab:
Click 'Apply' button in order for the change to take effect. As a result the 'Portfolios' item will become available under the 'Projects & Tasks' menu:
Import from CSV
If users don't have specific permissions (see the list below) the 'Import from CSV' functionality is not available for them:
In order to enable the functionality enable the 'Manage system settings' permission in his/her global role first. Apart from this:
Import projects from CSV
feature requires 'Add projects' permission to be enabled in the user global role;
Import activities from CSV
feature requires 'Add tasks' permission to be enabled in the user role (in a project if the user is a project member or in the global role if not a project member);
Import time entries from CSV
feature requires 'Time entries - Add own' / 'Add for someone else' permissions to be enabled in the user role;
Import customers from CSV
feature requires 'Manage customers' permission to be enabled in the user global role;
Import users from CSV
feature requires 'Manage system settings' permission to be enabled in the user global role.
In order to make the menu 'Reports' available for a user:
give this user the right to access common reports in his/her global role: tick the box 'Access common reports' and click 'Save' button in order for the change to take effect:
In order to have an access to a customer representative report and report generator, give a user the right to 'Access customer representative report' and 'Access report generator' by ticking corresponding boxes in a user global role.