Granting Planning Setup Permissions

After you have created a default sheet structure and activated the planning type, 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.
In the left Navigator, select User Administration, and then select Access Control.
- For a Planning Manager at the company level, expand User Mode Access, expand Company Workspace, and then select Planning Manager.
- For a Planning Manager at the project/shell level, expand User Mode Access, expand Projects/Shells, expand Setup, and then select 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