Setting Permissions for Custom Reports

To set permissions for Custom Reports:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Access Control in the left Navigator. In the Access Control log window, there are two modules:
    • Administration Mode Access
    • User Mode Access

    If the reports are at the Program level, in the right pane, select User Mode Access > Programs > Reports > Custom > <report name>.

    If the reports are at the Project level, in the right pane, select User Mode Access > Shells/Projects (Standard) > Reports > Custom > <Report Name>.

  3. Select the access for the appropriate user.
  4. Click OK.

    Notes:

    • A user with the configure permission to the Custom Report node, can configure custom print templates. There are no separate permissions for performing actions on the custom print templates.
    • If you have a User Mode Navigator, you must include the Custom Report in the navigator and redeploy before the user can assign permission through Access Control.

See Also

About Configuring BI Publisher for Primavera Unifier

Getting Started with BI Publisher Reports

Downloading BI Publisher

Configuring BI Publisher for Primavera Unifier Reporting

Configuring BI Publisher in Primavera Unifier

Creating Data Views

Creating a BI Publisher Report in Unifier

Adding Permissions to Run BI Publisher Reports

Configuring BI Publisher Reports to Use Unifier Images

Running the BI Publisher Report in Primavera Unifier

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Last Published Wednesday, December 16, 2020