Shells / Projects (Standard)

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

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

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.

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	<Missing permission added to this table. Need context to provide description>
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

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

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 Manage [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 [Earned Value]

This setting:	Allows users to:
Full Access	Create and view earned value sheets Grant sheet-level permissions to other users and groups
Modify	Modify earned value sheets
View	View earned value sheets

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

Document Manage [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.

Documents [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

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 [with approve access]	Share, approve, and re-approve a portfolio plan
Create	Create portfolio plans and sheets, as well as edit the plans and sheets
View	View the Portfolio log and open any portfolio
Edit	Modify existing portfolios and scenario sheets

Resource Manager [Resource Dashboard]

This setting:	Allows users to:
View	View the dashboard

Resource Manage [Resources]

This setting:	Allows users to:
View	View resources

Resource Manager [Resource Sheets]

This setting:	Allows users to:
View	View resource sheets

Schedule Manager [Custom Calendars]

This setting:	Allows users to:
Create	Create a custom calendar
Modify	Modify a custom calendar
View	View a custom calendar

Schedule Manager [Schedule Sheets]

This setting:	Allows users to:
Full Access	Create a schedule sheet Import Schedules
Create	Not applicable
View	View the schedule sheet
View All Sheets	View all schedule sheets in the log.

Schedule Manager [Activity Sheet]

This setting:	Allows users to:
Get Data	Receive data from an Activity Sheet
Send Datat	Send data to an Activity Sheet
View	View Activity Sheet

Schedule Manager [P6 Summary Sheet]

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 sheet for a level
Modify	Modify level sheets
View	View level sheets

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 Edits	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	<Missing permission added to this table. Need context to provide description>
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:
Create	Create user-defined reports
Full Access	Access to all UDRs created for the project, regardless of owner. User can edit, change permissions, or delete 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 Wednesday, April 9, 2025