Granting Planning Setup Permissions

Once you have created a default sheet structure and activated the planning type, you need to grant yourself and other users setup permission to the Planning Manager.

To grant setup 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 to open the Access Control log. Navigate as follows:
    • For a Planning Manager at the company level, navigate to User Mode Access > Company Workspace > Planning Manager.
    • For a Planning Manager at the project of shell level, navigate to a project/shell and click Setup > Planning Manager.
  3. In the Module Permission Settings window, click the Add button. The Permission/Access Control window opens.
  4. Click the Add Users/Groups button. The User/Group Picker opens.
  5. Select the user(s) to whom you want to give configuration permission and click the Add button. Then click OK.

    Unifier adds the name(s) to the Permission/Access Control window.

  6. Under Permission Settings, select Setup and click OK. Unifier adds the name(s) to the Permission Settings window.
  7. Click OK.

See Also

Setting up the Planning Manager

Importing a Planning Type

Granting Yourself Permissions

Creating a Default Structure for the Planning Sheet

Configuring the Planning Type

Deleting a Planning Manager

Configuring Planning Manager Configuration Package

Loading the Planning Manager

Granting User Permissions

Master Log - Planning Items for the Planning Manager



Last Published Monday, August 28, 2023