Granting User Permissions
After you have loaded the Planning Manager into the company workspace, or the shell, grant user permissions to the Planning Manager.
To grant user permissions:
- Open the shell or sub-shell in which the Planning Manager resides.
- In the right pane, under Administration Mode Access, click Access Control.
- 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 permissions and click the Add button. Then click OK. The system adds the name(s) to the Permission/Access Control window.
- Under Permission Settings, select the permissions you want to grant the user(s) and click OK. The system adds the name(s) to the Permission Settings window.
- Click OK.
- In the right pane, under User Mode Access, click Planning Manager.
- For both the planning items and planning sheets, repeat steps step 3 through 6.
See Also
Setting Up the Planning Manager
Creating a Default Structure for the Planning Sheet
Configuring Planning Manager Configuration Package
Granting Planning Setup Permissions
Master Log - Planning Items for the Planning Manager
Last Published Wednesday, July 2, 2025