Activity Manager Permissions

You can use the following options to grant permission to Activity Sheet under the Activity Manager node.

Access Control

To update permissions for Activity Sheet at the company level:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Access Control.
  3. In the right pane, expand User Mode Access, expand Projects/Shells, expand Schedule Management, and select Activity Sheet.

To update permissions for Activity Sheet for a specific project/shell:

  1. Go to the shell tab and switch to Admin mode.
  2. In the left Navigator, select Access Control.
  3. In the right pane, expand User Mode Access, expand Schedule Management, and select Activity Sheet.

Grant any of the following available permissions:

For Rate Sheet:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Access Control.
  3. In the right pane, expand User Mode Access, expand Projects/Shells, and select Rate Sheet.

Grant any of the following available permissions:

Permission Templates

For Activity Sheet:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Standards & Libraries, and then select Permission Templates.
  3. Open the template, click the Permissions tab, and assign permissions.
  4. Under Modules For section, expand User Mode Access, expand Projects/Shells, expand Activity Manager, and select Activity Sheet.
  5. Assign permissions. See the description of permissions under Access Control, above.

For Rate Sheet:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Standards & Libraries, and then select Permission Templates.
  3. Open the template, click the Permissions tab, and assign permissions.
  4. Under Modules For section, expand User Mode Access, expand Projects/Shells, expand Activity Manager, and select Rate Sheet.
  5. Assign permissions. See the description of permissions under Access Control, above.

See Also

Activity Manager



Last Published Tuesday, April 15, 2025