Templates

Projects (Standard)

This setting:

Allows users to:

Administer All

Create and maintain project templates

Shells/[Shell type} by name

This setting:

Allows users to:

Administer

Manage the template for that shell type

Assets/[Asset class] by name

This setting:

Allows users to:

Administer

Create and manage Asset class templates

Commitment Summaries

This setting:

Allows users to:

Edit Structure

  • Create a summary structure from a template
  • Edit structure columns
  • Add rows to the summary

View

View the summaries created from commits where you are the owner

Full Access

Select one or more records to give permissions to other users and groups

Configurable Modules [Code-and-record-based Manager] by name

This setting:

Allows users to:

Create

Create templates for the manager’s class sheets

Modify

Modify the manager’s class sheet templates

View

View the manager’s class sheet templates

Configurable Modules [Code-based Manager] by name

This setting:

Allows users to:

Create

Create a template for the manager’s sheet

Modify

Modify the template for the manager’s sheet

View

View the template for the manager’s sheet

Cost Sheets

This setting:

Allows users to:

Create

Create a new cost sheet template

Modify

Add rows or columns, edit cost code properties

Create Worksheet

Create worksheets in the template log

View

View the cost template 

Folder Structures

This setting:

Allows users to:

Create

Create new Document Manager folder structure templates

Modify

Add, rename, rearrange, and delete template folders

View

View folder structure templates

Funding [Funding Sheets - Commitment Funding Sheets]

This setting:

Allows users to:

Create

Create new funding templates

Modify

Add rows or columns, edit properties

View

View funding templates

General Spends SOV

This setting:

Allows users to:

Create

Create new SOV templates (for general spends)

Modify

  • Add rows or columns
  • Edit properties

View

View SOV templates 

Reports

This setting:

Allows users to:

Create

Create new report templates

Modify

Change existing report templates

View

View report templates

Rules

This setting:

Allows users to:

Create

Create new rule templates

Modify

Change existing rule templates

View

View rule templates

Schedule Sheets

This setting:

Allows users to:

Create

Create new schedule templates

Modify

  • Add rows
  • Edit activity properties
  • Export the schedule

View

View schedule templates

Activity Sheets

This setting:

Allows users to:

Create

Create and modify activity sheet templates

Modify

Modify and delete activity sheet templates

View

View activity sheet templates and properties


Last Published Wednesday, April 9, 2025