Granting Permissions to Other Users

The SOV sheets can only be seen for project/shell-level Commit BPs. The following applies to the project/shell-level SOV sheets.

The creator of a Commit BP becomes the owner of the associated SOV sheet and can grant permission to other users to view or modify the SOV sheet.

Follow these steps to grant permissions to other users or groups:

  1. Go to the shell tab and switch to User mode.
  2. In the left Navigator, select Cost Manager, select Schedule of Values, and then select the applicable Schedule of Values log (for example: General Spends).

    The SOV sheet displays a structure with fields that are populated by the values in the Commit BP.

  3. Select the applicable record.
  4. From the toolbar, click Actions and select Permissions, or click the gear menu ( ) and select Permissions.
  5. Use the Add field or Select option to locate and select users or groups.
  6. Select the permissions that you want to grant (All, Modify Permissions, Edit Data, or View).
  7. Click Save.


Last Published Tuesday, April 8, 2025