Granting the PPM Guest User with Access to Propose

To grant a PPM Guest user access to Propose the module :

  1. Sign in to Primavera Portfolio Management as an administrator.
  2. From the Setup menu, select Setup....

    The Setup page displays.

  3. From the Setup list, select Modules.
  4. In the left pane, select Add-Ons.
  5. In the right pane, select Propose.
  6. In the top-right area of the Setup page, select Edit.
  7. In the Module dialog box, select Add.
  8. In the Add User dialog box,
    1. In the Name column, select PPM Guest user.
    2. From the Permission list, select Read.

    This grants Read permission to the PPM Guest user, allowing this user to use Propose.

    If the permission is not set to Read , select Edit to update the permission for the user. For more information, see the PPM Users Guide.

  9. Select OK to close the Module dialog box.
  10. Close the Setup page.

Related Topics

Configuring Propose

Enabling the PPM Guest User

Requirements for Forms Used in Propose

Defining a Form to be Used in Propose

Configuring Security on the Default Home Portfolio

Configuring Security for Creating Sub-Items and Submitting Documents

Obtaining the URL to Access the Form Using Propose



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Last Published Thursday, February 29, 2024