Activity Manager Permissions

You can use the following options to grant permission to the Activity Sheet under the Activity Manager node.

To set permission levels for the Activity Sheet:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, expand the User Administration grouping node and click Access Control.
  3. On the right pane, select User Mode Access > Projects/Shells > Activity Manager (or Schedule Manager if you have access to it) > Activity Sheet.
  4. Grant any of the following available permissions:
    • Get Data: If enabled, the user can use Get Data for the system Activity Sheet, which will update the system Activity Sheet from P6 or Oracle Primavera Cloud.

      When enabled, the View permission will be enabled, automatically. If you deselect the View permission, Unifier deselects the Get Data permission. You cannot assign the Get Data permission without the View permission, but you can assign the View permission without the Get Data permission.

    • Send Data
    • View: If enabled, the user can view the Activity Sheet node along with the activity sheets present in that node (if any).

To set permission levels for the Rate Sheet:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, expand the User Administration grouping node and click Access Control.
  3. On the right pane, select User Mode Access > Projects/Shells > Activity Manager > Rate Sheet.
  4. Grant any of the following available permissions:
    • Full Access
    • Create: If enabled, the user can create a Rate Sheet.
    • View: If enabled, the user can view the Rate Sheet node at Company Workspace along with the Master Rate Sheet present in that node (if any).

To set permission levels by using Permission Templates:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Standards & Libraries > Permission Templates.
  3. Open the applicable template, and click the Permissions tab.
  4. In the Modules For section, scroll to User Mode Access > Projects/Shells > Activity Manager.
  5. Under Activity Manager, assign the applicable permissions for Activity Sheet and Rate Sheet as described earlier.

See Also

Activity Manager

Master Rate Sheet Permissions



Last Published Friday, June 21, 2024