Permissions for the System WBS Sheet
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, open the User Administration grouping node and 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).
See Also
Setting up the Schedule Manager
Additional Options for Setting Up the Schedule Manager
Importing an Activity Attribute Form
Create Schedule Sheet Templates
Grant Schedule Manager Permissions to Users
Updating Schedule Sheet Properties from Templates
Update Schedule Sheet Activities from Templates
Last Published Monday, August 28, 2023