Currently, the Unifier administrator can grant the Modify and View permissions for the System WBS Sheet that is auto-created through gateway integration from P6, or Primavera Cloud.
The WBS Sheet permission allows the user to create a manual WBS Sheet, if one does not exists. By default, this permission will be unchecked. This permission can be selected for any user or group.
To grant permission to create a manual WBS Sheet from the log to capture the work breakdown structure for the project:
- From the left-hand Navigator, click Access Control.
- In the Access Control log, click to expand the User Mode Access.
- Click Activity Manager to expand.
- Click WBS Sheet to open the Permissions Settings for: WBS Sheet window.
- Select from the following permission settings:
- Modify
- View
- Hide Audit Log
- Create Manual WBS Sheet
- Modify
The "Modify" and "View" permissions are available for System WBS Sheet.
A user with "Modify" permission can do the following in a manual WBS Sheet, as well as conducting edits on a System WBS Sheet:
- Manage WBS
- Add new WBS rows
- Update existing WBS rows
- Delete the WBS rows that are not used
- Update column structure
A user with "View" permission can do the following in a manual WBS Sheet and System WBS Sheet:
- View the data including WBS details and transaction details for costs.
- Switch between manual WBS Sheet and System WBS views, by using the Project field (drop-down).