User Mode sheet-level permissions can be assigned by the creator or a user with Full Access permission.
Sheet-level permissions are set up on each project or shell Schedule Sheet on the user side, and can also be set up on schedule sheets within project or shell templates.
To assign permissions to a schedule sheet
- Open the project or shell, or the project/shell template.
- Select the schedule sheet in the Schedule Sheets log.
- Click the Permission button.
- Add users or groups and assign permissions:
- Modify Permissions: Allows the user to modify the permissions of a schedule sheet. Checking this permission will check all permissions below.
- Edit Data: Allows the user to edit the sheet, including data, columns, and rows, cut and paste activities. Users that have the Edit Data permission can import data. They can also edit Activity Progress and refresh the schedule sheet.
- Edit Data and Structure: Allows the user to set and clear baselines on schedule sheets and Activity Sheets; also to copy and paste activities. Enables users to add or remove linked schedule sheet templates. Also enables users to edit data element level restrictions on activities on a schedule sheet.
Users with the Edit Data and Structure permission can edit these activity progress related components:
- Options tab of the Schedule Sheet Properties
- Budget and Progress Setup (schedule sheet level or activity level)
- Activity Progress
- Activity Progress Log
- Schedule sheet refresh
- View: Allows the user view-only access to the sheet. Automatically granted if any of the permissions above are granted. Can also view the Linked Template window.
- Click OK.