You can configure the permission settings for each worksheet, allowing you to control access to each worksheet individually. The owner of the worksheet is granted permission to access and modify it automatically. The owner must grant permissions for other users or groups to access a worksheet.
To assign permissions to a worksheet
- In User Mode, click Cost Manager > Cost Sheet in the left Navigator. The Cost Sheet log opens.
- Select one or more worksheets and click Actions > Permissions. You can also click the gear menu (
) and click Permissions to assign permissions to only one worksheet. The Permissions window opens. - In the Permissions table, type the user or group name in the Add box and select the user or group to grant access.
- By default, each listed user or group will be granted View permission, allowing them to open the worksheet. To grant additional permissions, select the checkboxes that correspond to the user or group:
- All: User will have View, Edit, and Modify Permission.
- Modify Permissions: Allows user to control the worksheet’s permission settings.
- Edit Data: User can import worksheet information, save a snapshot, edit worksheet properties, and add columns.
- View: User can view the worksheet.
- Click Save, or click Save & Next to go to the next worksheet.
You can Remove user or group permission by clicking the trash-can icon in the Remove column.
Note: Permissions can only be set for worksheets. You cannot set permissions for cost sheets or work packages.