Projects/Shells

Non-navigational Nodes [Summary, Standard View]

This setting:

Allows users to:

View

View the standard view of the dashboard

Non-navigational Nodes [Analytics]

This setting:

Allows users to:

View

View Analytics application

Non-navigational Nodes [Data Cubes], by name

This setting:

Allows users to:

View Current Shell and Sub-Shells Data

  • View data cube for selection in shell dashboards
  • View data returned from current shell and its sub-shells

View Current Shell Data

  • View data cube for selection in shell dashboards
  • View data returned from current shell only

Contact Lists

This setting:

Allows users to:

Full Access

Create, modify, and view the list of contacts

View

View the list of contacts

uMail [Public Items]

This setting:

Allows users to:

Delete

Delete messages from the Public Items folder

View Project uMails

View all project uMails in the Public Items folder

View My Company uMails

View uMails from any company users in the Public Items folder

View My Umails

View uMails in the Public Items folder that you sent or received

Mailbox [Project Mailbox, Inbox]

This setting:

Allows users to:

Delete

Delete the external emails in the Mailbox.

Reply

Reply to the external emails in the Mailbox.

View

View the external emails in the Mailbox, and also in the Public Items node.

Create/Manage Folders

Create and update folders in the Mailbox.

Mailbox [Project Mailbox, Unpublished Attachments]

This setting:

Allows users to:

Publish

Publish attachments.

Download

Download attachments.

Open

Open attachments.

View

View attachments.

Information [General, All or (Business Process) by name]

This setting:

To:

Modify Record Ownership

Allow users to transfer ownership of a record from one user to another. The user with this permission setting does not need to be the current owner/creator.

Note: The current record owner will always have this ability, regardless of whether this setting is selected.

Terminate Workflow

Allow users to terminate a BP record. This permission overrides the “Do not allow creator/owner to terminate record” option in the Business Process Configuration window.

Note: Do not use this permission for single-record BPs

Modify Step Assignment

(Not applicable)

View All Records

Allow users to view all records of the project, no matter what users were involved in the workflow

View Company Records

Allow users to view all records created by, sent to, or copied to any user in the company

View User Records

Allow users to view only those records the user created, received, was copied on, or for which the user participated in the workflow

View Hidden Comments

Allow users to view comments marked as “hidden”

Hide Record Audit Log

Allow users to hide the audit log information of a record

Hide Task Statuses

Allow users to hide the Workflow Progress window

Allow Bulk Edit

Allow users to update a group of records with the same edits

Allow Quick Calendar Entry

Allow users to enter a reservation directly on the calendar for a business process record.

Note: If the business process has not been calendar-enabled in uDesigner, this permission will not appear on the list.

Add General Comments

Allow users to add a general comment to any BP record they can view (workflow or non-workflow), regardless of the workflow step, and regardless of the assignee or Cc settings. With this permission, users with view permission for the BP can add general comments to the form, even if the business process is at a terminal or terminated status.

Users do not have to be an assignee or cc’d user. If the user is an assignee, they can add comments to the BP without accepting the task.

Note: Use this permission selectively. This permission is best for users, such as project managers, who may need to comment on BP steps they don't normally participate, but have the permission to view.

Add Hidden Comments

Allow users to add comments that should be hidden from those who do not have permission to view the comments.

Disable Record Copy

Prevent users from copying a record or line items within a record in the User mode when users select any of the following menu options: Copy with Attachments, Copy without Attachments, or copy with conditions. A message displays indicating the user does not have the required permission.

Gates

This setting:

Allows users to:

Change Phase

Manually change a project phase from Project Gates

Modify and Refresh

  • Modify gates settings
  • Add general comments
  • View the sheet
  • View the sheet structure and export cost codes
  • Export the sheet summary

Refresh

Refresh view

View

View project gates

Visualizations

This setting:

Allows users to:

View

View visualizations.

Configurable Modules [Code-based configurable managers] by name (including Generic Cost Manager)

This setting:

Allows users to:

Create

  • Create, view, and modify sheet properties
  • View the sheet structure, add and delete rows, modify columns, import cost codes, and export cost codes
  • Export the sheet summary

Modify Properties

  • View and modify the sheet properties
  • View and modify the sheet structure and export costs codes
  • Export the sheet summary

Modify

  • View the sheet
  • View the sheet structure and export cost codes
  • Export the sheet summary

View

  • View the sheet
  • View the sheet structure and export cost codes
  • Export the sheet summary

Configurable Modules [Code-based and Record-based Configurable Manager], by class sheet name

This setting:

Allows users to:

Create

Create a class sheet for this manager, export/import rows, and add columns

Modify

Modify a class sheet’s properties, export/import rows, and modify columns

View

View a class sheet, its properties, and its column properties

Configurable Modules [Code-based and Record-based Configurable Manager], by class name and by name

This setting:

Allows users to:

Create

Create records for this class

Modify

Modify records for this class

View

View records for this class

Allow Bulk Edits

Update a group of records with the same edits

Allow Quick Calendar Entry

Enter a reservation directly on the calendar for a record.

Note: If the class or business process has not been calendar-enabled in uDesigner, this permission will not appear on the list.

Cost Manager [Cash Flow]

This setting:

Allows users to:

Create

Create cash flow sheets

Modify

Modify the rows, columns, and properties of a cash flow sheet

View

View cash flow sheets and curves only

Cost Manager [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

Cost Manager [Cost Sheet]

This setting:

Allows users to:

Create

  • Create a Project Cost Sheet
  • Modify column properties

Note: Granting this Cost Sheet Create permission will override any Cost Sheet column restrictions selected in User Mode.

Modify

  • Modify row properties
  • Lock/unlock budget distribution

Note: Cost Sheet column modify restrictions selected in User Mode will override Modify permissions

Note: In order to lock/unlock budget distribution, the user must be able to edit the Assigned Budget column; that is, the user must not have the “disallow editing” restriction selected for the Assigned Budget (datasource) column in User Mode column restrictions.

Create Worksheet

Create a worksheet to use with the cost sheet

View

View the Project Cost Sheet

Note: Cost Sheet column view restrictions selected in User Mode will override view permissions.

Cost Manager [Funding, Funding Sheet]

This setting:

Allows users to:

Create

Create a Project Funding Sheet

Modify

Modify the rows, columns, and properties of the project funding sheet

View

View the Project Funding Sheet

Cost Manager [Funding, Commitment Funding Sheet]

This setting:

Allows users to:

Edit Structure

  • Create a Commitment Funding Sheet structure from a template
  • Edit structure columns
  • Add rows to the Commitment Funding Sheet

View

View Commitment Funding Sheets created from commits where you are the owner

Cost Manager [Schedule of Values, General Spends]

This setting:

Allows users to:

Edit Structure

  • Create an SOV structure from an SOV template
  • Edit SOV structure columns
  • Add rows to the SOV

View

View SOVs created from commits where you are the owner

Full Access

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

Cost Manage [Schedule of Values, Payment Applications]

This setting:

Allows users to:

Edit Structure

  • Create an SOV structure from an SOV template
  • Edit SOV structure columns
  • Add rows to the SOV

View

View SOVs created from commits where you are the owner

Full Access

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

Cost Manager [Summary Payment Applications], SOV

This setting:

Allows users to:

Edit Structure

  • Create an SOV structure from an SOV template
  • Edit SOV structure columns

View

View SOVs created from commits where you are the owner

Full Access

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

Activity Manager [Activity Sheet]

This setting:

Allows users to:

Send Data

Send data from an Activity Sheet.

Get Data - Current and Baseline

Receive data in an Activity Sheet for the current and baseline projects.

Get Data - Current Only

Receive data from an Activity Sheet for the current project.

Modify - Current and Baseline

Modify Activity Sheets for the current and baseline projects.

Modify - Current Only

Modify Activity Sheets for the current project.

View- All

View all Activity Sheets

View- Current

View the Activity Sheet for the current project.

Full Access

  • Create and view Activity Sheets.
  • Grant sheet-level permissions to other users and groups

Create Manual Activity Sheets

Create Activity Sheets.

Activity Manager [OBS Sheet]

This setting:

Allows users to:

Create and Add Users to Project

  • Create an Organization Breakdown Sturcture (OBS) Sheet.
  • Add users to a project.

Create

Create OBS Sheet.

Modify

Modify OBS Sheet.

View

View OBS Sheet.

Hide Audit Log

Hide the audit log for the OBS Sheet.

Activity Manager [Rate Sheet]

This setting:

Allows users to:

Full Access

Create and view Rate Sheets.

Create

Modify Rate Sheets.

View

View Rate Sheets.

Activity Manager [WBS Sheet]

This setting:

Allows users to:

Modify

Modify WBS Sheets.

View

View WBS Sheets.

Hide Audit Log

Hide the audit log for the WBS Sheet.

Create Manual WBS Sheet

Create WBS Sheets.

Activity Manager [Custom Calendars]

This setting:

Allows users to:

Create

Create a custom calendar.

Modify

Modify a custom calendar.

View

View a custom calendar.

Earned Value Manager Manager [Earned Value Analysis]

This setting:

Allows users to:

Create

Create an Earned Value Analysis (EVA) Sheet.

Copy

Copy an EVA Sheet.

Data Refresh

Update the data on the EVA log.

View

View an Earned Value Analysis (EVA) Sheet.

Earned Value Manager Manager [Earned Value Analysis Report]

This setting:

Allows users to:

Full Access

Create and view EVA Reports.

Create

Create an EVA Report.

View

View an EVA Report.

View and Run

Create and view an EVA Report.

Data Manager [name of BP]

This setting:

Allows users to:

Modify Record Ownership

Transfer ownership of a record from one user to another. The user with this permission setting does not need to be the current owner/creator.

Note: The current record owner will always have this ability, regardless of whether this setting is selected.

Terminate Work Flow

Terminate a BP record. This permission overrides the “Do not allow creator/owner to terminate record” option in the Business Process Configuration window.

Note: Do not use this permission for single-record BPs.

Modify Step Assignment

Change who is assigned to a step.

View All Records

View all records.

View Company Records

View all records created by, sent to, or copied to any user in the company.

View User Records

View only records that the specific user created, received, was copied on, or participated in the workflow for.

View Hidden Comments

View comments set to Hidden.

Hide Record Audit Log

Hide the audit log for a record.

Hide Task Statuses

Hide the Workflow Progress window.

Allow Bulk Edit

Update a group of records with the same changes.

Add General Comments

Add comments to a record.

Add Hidden Comments

Add hidden comments to a record.

Disable Record Copy

Prevent users from copying a record or line items within it.

Document Manager [Documents]

This setting:

Allows users to:

Full Access

  • Access all files and all folders regardless of local permissions on individual folders or files
  • Lock/unlock first level folders

Create

Create folders under the root Project Documents folder and modify folders created as subfolders to the root. (Subfolder permissions are managed locally in the Document Manager.)

Organize

  • Modify the properties and position of folders under the root
  • Organize all folders in a project, regardless of folder-level permissions, using the Organize Folders function.

View

View the Document Manager and Project Documents nodes, required as the minimum user permission before any permission access (in User mode) to files or folders can be given.

Note: This permission setting only grants the user the ability to view the Project Documents node at all. The user must also be granted permission at the folder or document level in User mode in order to view specific folders or documents.

Allow Quick Calendar Entry

Enter a reservation directly on the calendar for a Document Manager record.

Note: If the business process has not been calendar-enabled in uDesigner, this permission will not appear on the list.

Document Manager [Unpublished Documents]

This setting:

Allows users to:

Publish

Publish or move documents from the Unpublished Documents into Project Documents

Download

Download an unpublished document

Open

Open an unpublished document

View

View the Unpublished Documents node and the list of documents

Document Manager [Bluebeam Studio Sessions]

This setting:

Allows users to:

Create

Create documents using Bluebeam.

View

View documents using Bluebeam.

Planning Manager [name]

This setting:

Allows users to:

Full Access [with approve access]

Share, approve, and re-approve

Create

Create plans and sheets, as well as edit the plans and sheets

View

View the Planning log and open any plan

Edit

Modify existing plans

Portfolio Manager [name]

This setting:

Allows users to:

Full Access

Share, approve, and re-approve a portfolio plan.

Create

Create portfolio plans and sheets, as well as edit the plans and sheets.

Modify

Modify existing portfolios and scenario sheets.

View

View the Portfolio log and open any portfolio.

Resource Manager [Resources]

This setting:

Allows users to:

View

View resources

Schedule Manager [Schedule Sheets]

This setting:

Allows users to:

Full Access

Import schedules.

Modify

Updating existing sheets.

View

View the schedule sheet.

View All Sheets

View all schedule sheets in the log.

Schedule Manager [P6 Summary Sheets]

This setting:

Allows users to:

Delete

Delete sheet.

Modify

Modify sheet.

View

View sheet.

Space Manager [Levels Sheet]

This setting:

Allows users to:

Create

Create a Levels Sheet.

Modify

Modify a Levels Sheet.

View

View a Levels Sheet.

Space Manager [Levels and Spaces], by name

This setting:

Allows users to:

Create

  • Create a level or space.
  • Upload drawings to create a level.

Note: If space objects were created with uCAD, you can create spaces by uploading drawings.

Modify

Modify a level or space and upload drawings (will also create levels and spaces when you upload the drawings if they are created with uCAD plug-in).

View

View a level or space.

Allow Quick Calendar Entry

Enter a reservation directly on the calendar for a space.

Note: If the space has not been calendar-enabled in uDesigner, this permission will not appear on the list.

Space Manager [Stack Plans]

This setting:

Allows users to:

Create

Create, modify, delete, and view the stack plan properties and plan.

Modify

Modify and view the stack plan properties and plan.

View

View the stack plan (both properties and the plan).

Logs [All or Business Process], by name

This setting:

Allows users to:

Modify Record Ownership

Transfer ownership of a record from one user to another. The user with this permission setting does not need to be the current owner/creator.

Note: The current record owner will always have this ability, regardless of whether this setting is selected.

Terminate Workflow

Terminate a BP record. This permission overrides the “Do not allow creator/owner to terminate record” option in the Business Process Configuration window.

Note: Do not use this permission for single-record BPs.

View All Records

View all records of the project, no matter what users were involved in the workflow.

View Company Records

View all records created by, sent to, or copied to any user in the company.

View User Records

View only those records the user created, received, or was copied on.

View Hidden Comments

View comments marked as “hidden.”

Hide Record Audit Log

Hide the audit log information of a record.

Hide Task Statuses

Hide the workflow progress window.

Allow Bulk Edit

Update the workflow status of all BPs in a shell or project, or edit multiple records with similar edits.

Edit Records

Edit any record on the log, unless it is in terminal status. For workflow BPs, the user will see the action form at this step of the workflow. User can edit the form, but cannot take any workflow actions.

Note: This permission overrides any record-level edit permissions.

Add General Comments

Add a general comment to any BP record they can view (workflow or non-workflow), regardless of the workflow step, and regardless of the assignee or Cc settings. With this permission, any user with view permission for the BP can add a general comment to the form, even if the business process is at a terminal or terminated status.

The user does not have to be an assignee or cc’d user. If the user is an assignee, s/he can add comments to the BP without accepting the task.

Note: Use this permission selectively. This permission is best for someone, such as a project manager, who may need to comment on BP steps that s/he is not normally a participant in, but who has view permissions for.

Add Hidden Comments

Allow users to add comments that should be hidden from those who do not have permission to view the comments.

Disable Record Copy

Prevent users from copying a record or line items within a record in the User mode when users select any of the following menu options: Copy with Attachments, Copy without Attachments, or copy with conditions. A message displays indicating the user does not have the required permission.

Reports [User-Defined]

This setting:

Allows users to:

Full Access

Access all UDRs created for the project, regardless of owner. User can edit, change permissions, or delete reports.

Create All

Created UDRs.

Create Permission Based

Create UDRs that are based on permissions.

View

View existing reports.

Reports [Custom]

This setting:

Allows users to:

View

View custom reports.

Reports [System, Audit]

This setting:

Allows users to:

View Project Records

View project records.

View Company Records

View company records.

View user Records

View user records.


Last Published Thursday, October 9, 2025