Master Log - Planning Items for the Planning Manager

The master log (Master Log - Business Processes node) is located in the Home workspace, in Unifier. The master log enables users to access all or a subset of records of the same type, in a single log that spans multiple shells or projects. The master log for Planning items list all Planning item types at the project/shell level in separate nodes for each type.

Note: The name of the master log (Master Log - Business Processes node) can be customized.

The master log is available for all Planning Manager logs; however, they are not visible to users unless they have permission to view the log.

Note: The company-level planning items are not listed under the master log.

In order for users to view and work with the master log (Master Log - Business Processes node), you must grant permissions to it. You can grant permissions for users to access all planning items in the master log, or to individual planning items.

To view planning items, users must also:

Be an active member of the project, shell, or sub-shell
Have access to at least one business process in the master log

To set permissions for planning items master log (Master Log - Planning Items node):

Click the Company Workspace tab and switch to Admin mode.
Open the User Administration grouping node and click Access Control in the left Navigator.
On the right pane, select User Mode Access > Home > Master Log - Planning Items > [planning item].
Add the user(s) and set the permissions as needed:
- View: Users can view all records across all projects and all records in the shell hierarchy (subject to their highest level of shell membership in the hierarchy) independent of whether or not they are assignees on or have permissions to view and manage individual records within a particular shell or project. These users can also view saved searches.
- Allow Bulk Edit: Users can select one or more records within a master log and perform bulk edits on records. Selected records can potentially span across multiple shells. Users having this permission automatically have View permissions.

See Also