Set up activity-level editing

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Set up activity-level editing

Before you set up activity-level editing:

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Be sure the Activity Attribute form has been designed to include the Filtered Group data element and any group-specific start date and finish date data elements (see the “Schedule Manager Overview” in the Primavera uDesigner Users Guide for more information).

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Be sure the Add the Filtered Group data element and any group-specific date data elements have been included as columns on the schedule sheet.

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Create the groups who should have permissions for activity-level editing. See “User and Group Administration" on page 24. Be sure not to include the project manager in any of these groups (as the group manager, for example), as this will result in conflicting permissions if later you add any restrictions to the columns schedule sheet.

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Give these groups the View All Sheets permission for the Schedule Sheets for the project/shell. Do not grant Full Access permissions, as that will override any activity-level configuration to restrict editing.

To set up activity-level editing

Go to the Company Workspace tab and switch to Admin mode.

Click Templates in the left Navigator.

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For a project template, in the left Navigator, click Templates > Projects (Standard) > [project] > [project template] > Schedule Manager > Schedule Sheets.

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For a shell template, in the left Navigator, click Templates > Shells > [shell type] > [shell template] > Schedule Manager > Schedule Sheets.

The Schedule Sheets log opens.

On the Schedule Sheets log, select the schedule sheet and click the Permissions button on the toolbar. The Edit Permission window opens.

Add the group or groups for activity-level permissions and specify Edit Data in the Permissions section of the window.

Give the project manager Modify Permission permission.

Click OK.

Click the Properties button on the toolbar.

On the General tab, select the Permissions: Enforce Activity Level Permission by Group checkbox and select a Default Group from the drop-down menu.

Open the schedule sheet (either in the template or in the project or shell).

Under the Filtered Group column, click the activity for which you want to specify editing.

From the drop-down menu, select the group you want to have activity-level editing permission.

The group selection you make in the activity row controls the access for editing that activity. For example, if you select IT Group as the Filtered Group for an activity, then only users who are members of the IT Group can modify data for that activity (in that row).

Note: For a less restrictive, row-level implementation of activity-level editing, you can stop here and not perform the next step, which provides further restrictions to the cell level.

To set up more cell-level editing restrictions

In addition to activity-level editing permissions, and can use column restrictions to enforce that only certain groups can edit certain cells. For example, for project managers, you could restrict the group-specific date columns only. For the activity-owner groups, you could restrict access to all columns except for the group-specific date columns. For example, for the IT Group, you could restrict access to all columns except for IT Start Date and IT End Date.

Go to the Company Workspace tab and switch to Admin mode.

Click Templates in the left Navigator.

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For a project template, in the left Navigator, click Templates > Projects (Standard) > [project] > [project template] > Schedule Manager > Schedule Sheets.

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For a shell template, in the left Navigator, click Templates > Shells > [shell type] > [shell template] > Schedule Manager > Schedule Sheets.

The Schedule Sheets log opens.

Open the schedule sheet you want to restrict.

From the File menu, choose Restrictions. The Restrictions Setup window opens.

Under User/Group Name, add the user or group name whose access you want to restrict.

Under Activity Restriction Settings, choose the fields on the sheet that you want to restrict.

(Optional) Under Resource Assignment Restriction Settings, choose the resource-related fields on the sheet that you want to restrict.

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