Grant Planning Sheet Permission

In addition to module-level permission, access to each planning item and planning sheet can be controlled based on user side permissions. The creator of a planning sheet is the owner of the sheet. By default, the owner has full sheet permissions. The owner can grant permission to other users or groups as needed.

To grant permissions to a planning sheet

In the planning sheet log, select the planning sheet.
Click the Actions menu and select Permissions. The Permissions window opens.
Add the users or groups you want to grant permission, set the permission level, and click Save. The permission settings are:
- Modify Permission: Can view, edit, and modify permissions of a planning sheet.
- Modify Properties: Can edit planning sheet properties.
- Edit: Can view, add, edit, or import data on a planning sheet. The user cannot change the column structure.
- View: Can view the planning sheet in view-only mode.

To grant permissions to a planning item

Open the Planning Item log that contains the item you want to grant permissions to.
Select the planning item.
Click the Actions menu and select Permissions. The Permissions window opens.
Add the users or groups to whom you want to grant permissions and set the permissions you want to grant.
- Modify Permission: Users can view, edit, and modify permissions of the planning item. With this permission, you automatically give the user edit and view permissions.
- Edit Data: Users can edit the planning item information.
- View: Users can view the planning item but cannot make changes.
Click Save to apply the permissions.

To grant permissions to a planning sheet

To grant permissions to a planning item

See Also