Before others can access a cash flow curve that you created, they need user mode permission. This is different from permission granted in Administration Mode, which is for general access to the module. You grant user mode permission per detail curve in the project or shell.
Note: Granting cash flow User Mode permissions explained in this section is different from permission granted in Administration Mode, which is for general access to the module (Refer to the Unifier Administration Guide for details. You grant User Mode permission per detail curve in the Project/Shell.
To give users permissions to work with a cash flow curve
- Open the Company Workspace tab and click Cost Manager > Cash Flow in the left Navigator. The Cash Flow log opens.
- Select one or more detail curves from the log, click Actions, and click Permission to open the Edit Permission window.
- Click picker in the Add to open the User/Groups window. Select one or more users or groups to grant permission to, click Done and then click OK.
- In the Edit Permission window, select one or more users or groups, and select any of the following permissions:
- Modify Permission: Allows user to modify permissions to the curve. This also automatically selects Edit Data.
- Edit Data: Allows user to enter or edit data for manual data entry curves.
- View: By default, when you add a user or group to the window, they are granted View permission, which allows them to access and view the curves and data.
- Click Save.
When the user creates a Cash Flow by way of copying from Project/Shell template through the Workflow Setup sub-node:
If the step in the Workflow Setup (in the project, admin mode) has a Cash Flow template, then all of the permissions in the Cash Flow template will be copied over to the created Cash Flow.
When the user selects a Cash Flow template at the record level:
If at the time of creating a commit BP record, the user has selected a Cash Flow template, then all of the permissions in the Cash Flow template will be copied over to the created Cash Flow.