Granting Planning Setup Permissions
After 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
- Go to the Company Workspace tab and switch to Admin mode.
- 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.
- In the Module Permission Settings window, click the Add button. The Permission/Access Control window opens.
- Click the Add Users/Groups button. The User/Group Picker opens.
- Select the user(s) to whom you want to give configuration permission and click the Add button. Then click OK.
The system adds the name(s) to the Permission/Access Control window.
- Under Permission Settings, select Setup and click OK. The system adds the name(s) to the Permission Settings window.
- Click OK.
See Also
Setting up the Planning Manager
Creating a Default Structure for the Planning Sheet
Configuring Planning Manager Configuration Package
Master Log - Planning Items for the Planning Manager
Last Published Thursday, December 14, 2023