Admin
Maintains organization membership and access to research records.
Can
- Manage Organizations, Projects, team members, Users
- View work packages, Tasks, research milestones, record attachments, review decisions, operation receipts
- Research Projects PM
- Roles and permissions
Who can do what in Research Projects PM
Give package ownership, coordination and independent review clear authority.
Who can do what
| Role | Projects and organizations | Work packages | Tasks and hours | Milestones and grants | Evidence and review | Operations overview |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | View | View | Edit | View |
| Research Coordinator | View | Edit | Edit | View | Edit | View |
| Package Owner | View | Edit | Edit | View | Edit | View |
| Independent Reviewer | — | Approve | View | Approve | Edit | Edit |
| Grant Manager | View | View | View | Edit | Edit | View |
| Operations Analyst | View | View | View | View | View | View |
Each role in detail
Research Coordinator
Coordinates package plans, progress and review handoffs across a research organization.
Can
- Manage work packages, Tasks, record attachments
- View Projects, research milestones, review decisions, operation receipts
Starts on: Active Work Packages
Package Owner
Owns the work package plan, task progress and evidence for assigned work.
Can
- Manage work packages, Tasks, record attachments
- View Projects, research milestones, review decisions
Starts on: Active Work Packages
Independent Reviewer
Decides whether a package revision and its supporting evidence can proceed.
Can
- Manage review decisions
- View work packages, Tasks, research milestones, record attachments, operation receipts
Reviews and approves
- Approve work packages, research milestones
Starts on: Submitted Milestones
Grant Manager
Owns grant milestone submission and follows its decision trail.
Can
- Manage research milestones, record attachments
- View Projects, work packages, Tasks, review decisions, operation receipts
Starts on: Submitted Milestones
Operations Analyst
Examines package progress, task effort, receipts and exception records.
Can
- View Organizations, Projects, work packages, Tasks, research milestones, record attachments, review decisions, operation receipts
Starts on: Active Work Packages
Set up Research Projects PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.