The following explains the record-level permissions for Earned Value Analysis Reports.
To see the record-level permission:
- Go to your project or shell (User mode).
- Click Earned Value Manager to expand.
- Click Earned Value Analysis Report sub-node to open the Earned Value Analysis Reports log window.
- Click to select a record.
- On the right-hand pane, click Permissions tab.
The Permissions tab displays all the participants and their permission details.
To assign permissions:
- Go to your project or shell (User mode).
- Click Earned Value Manager to expand.
- Click Earned Value Analysis Report sub-node to open the Earned Value Analysis Reports log window.
- Click to select a record.
- Click Actions drop-down menu and click Permissions. The Permissions window opens. Alternatively, you can click on the gear menu (
) of the select record and click Permissions.
In the Permissions window, click the select icon of the Add field to open User and Group Picker window (if you know the name, you can enter the name in the field--type ahead). This enables you to select the user or a group of users who need permission. In this window, use the View field to find users or groups and follow the prompts. When finished, ensure that you click Done.
In the Permissions window, you will see the following columns:
- Name (locked column)
- Company (locked column)
- Select All
To select all of the permission options.
- Modify Permissions
If selected, then the Edit Report and View & Run options would also be selected.
- Edit Report
- View & Run
- Remove
You must save your changes before you can use the Remove option. The Remove option is not available if you are the owner of the selected record.
Assigning permissions to a single report can be done by a user who is the report owner or has full access permission.
Assigning permissions to multiple users or groups is allowed if you are the report owner, or have the required permissions, at the module level. Similar to assigning permissions on a single record, you can select multiple records from the Earned Value Analysis Reports log window, click Actions drop-down menu and click Permissions.
Additional information about record-level permissions:
When you assign permissions to multiple reports, you are adding new permissions.
When you select multiple reports to assign permissions, you must be the reports owner, or have full access permission for all the selected reports.
If you have view permission at module level, or can only run permissions, then clicking the Permissions option (Actions > Permissions) opens the view only permission window. In this case, the columns are disabled and the Remove option is not available.
If you highlight, for example, the first three rows but select a permission option on the fifth row, then the fifth row option will get selected and highlighted.