Granting Yourself Permissions

When you import a new planning type, you must grant permission (to yourself, another administrator, or group such as Company Administrators) to configure the planning type and create a default structure for the planning sheets.

To grant configure permissions

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Open the User Administration grouping node and click Access Control in the left Navigator.
  3. In the right pane, select Administration Mode Access > Configuration > All > Planning Manager.
  4. In the Module Permission Settings window, click the Add button. The Permission/Access Control window opens.
  5. Click the Add Users/Groups button. The User/Group Picker opens.
  6. Select the user(s) to whom you want to give configuration permission and click the Add button. Click OK. Unifier adds the name(s) to the Permission/Access Control window.
  7. Under Permission Settings, select Configure and click OK. Unifier adds the name(s) to the Permission Settings window.
  8. Click OK.

See Also

Setting up the Planning Manager

Importing a Planning Type

Creating a Default Structure for the Planning Sheet

Configuring the Planning Type

Deleting a Planning Manager

Configuring Planning Manager Configuration Package

Granting Planning Setup Permissions

Loading the Planning Manager

Granting User Permissions

Master Log - Planning Items for the Planning Manager



Last Published Monday, August 28, 2023