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Record-level Permissions

The following explains the record-level permissions for Earned Value Analysis Reports.

To see the record-level permission:

1. Go to the project/shell tab and switch to User mode.
2. In the left Navigator, select Earned Value Manager, and then select Earned Value Analysis Report.
3. In the Earned Value Analysis Reports log, select a record.
4. On the right pane, click Permissions tab.

The Permissions tab displays all the participants and their permission details.

To assign permissions:

1. Go to the project/shell tab and switch to User mode.
2. In the left Navigator, select Earned Value Manager, and then select Earned Value Analysis Report.
3. In the Earned Value Analysis Reports log, select a record.
4. Click Actions drop-down menu and click Permissions. The Permissions window opens. Alternatively, you can click the gear menu (  ) of the selected record and click Permissions.

In the Permissions window, click the select icon of the Add field to open User and Group Picker window (if you know the name, you can enter the name in the field—type ahead). This enables you to select the user or a group of users who need permission. In this window, use the View field to find users or groups and follow the prompts. When finished, ensure that you click Done.

In the Permissions window, you will see the following columns:

• Name (locked column)
• Company (locked column)
• Select All

  To select all the permission options.

• Modify Permissions

  If selected, the Edit Report and View and Run options would also be selected.

• Edit Report
• View and Run
• Remove

  You must save your changes before you can use the Remove option. The Remove option is not available if you are the owner of the selected record.

Assigning permissions to a single report can be done by a user who is the report owner or has full access permission.

Assigning permissions to multiple users or groups is allowed if you are the report owner, or have the required permissions, at the module level. Similar to assigning permissions on a single record, you can select multiple records from the Earned Value Analysis Reports log, click Actions drop-down menu and click Permissions.

Additional information about record-level permissions:

When you assign permissions to multiple reports, you are adding new permissions.

When you select multiple reports to assign permissions, you must be the reports owner, or have full access permission for all the selected reports.

If you have view permission at module level, or can only run permissions, selecting the Permissions option (from the toolbar, click Actions, and select Permissions) opens the view only permission window. In this case, the columns are disabled and the Remove option is not available.

If you highlight, for example, the first three rows but select a permission option on the fifth row, the fifth row option will get selected and highlighted.

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Last Published Wednesday, July 2, 2025