Cost Sheet Restrictions

Your Administrator can configure cost sheet restrictions to restrict users or groups from viewing or editing columns within a cost sheet. The behavior of these restrictions depends upon the Company-level Global setting Override column restrictions.

The following feature applies to the following cost sheets:

For each type of cost sheet, the user's corresponding groups must be taken into account (company-level, program-level, and project/shell level) for the column restrictions.

If the option Override column restrictions is not selected, then:

If the user belongs to a group which does not allow editing or viewing a column in the cost sheet (or a user is individually restricted), then the user will be restricted from editing or viewing a column in the cost sheet.

If the option Override column restrictions is selected, then:

It allows user to view or edit a cost sheet column if any of the restricted groups or the individual user is allowed to view or edit the column.

For more details on Unifier Cost Sheet column behavior, when the checkbox is checked, consider the following scenarios:

For all the groups which are configured for restrictions on a cost sheet column, if all of the groups to which a user belongs are restricted from viewing or editing the column and if the user is individually configured and restricted to view or edit that column, then the user will be restricted from viewing that column.

If the user (who is configured for restrictions in the cost sheet) is not restricted from viewing or editing the column, or if the user belongs to a group that is not restricted from viewing or editing the column, then the user is not restricted from viewing or editing that column.

If the user does not belong to any groups that are configured for restrictions on a column in the cost sheet, and the user is not configured individually for restrictions in the cost sheet, then the user is not restricted from viewing or editing the column.

In order for the user to be able to view a cost sheet column, the user must have View permission for the cost sheet. If the user does not have View permission for the cost sheet, the user cannot view the cost sheet columns even if the user belongs to a group that is configured to view the cost sheet columns.

When you select or deselect the option of Override column restrictions and save the change, Unifier approves the change immediately, and you do not need to sign out and sign back in Unifier.



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Last Published Monday, April 11, 2022