Granting Yourself Permissions
When you import a new planning type, you must grant permission (to yourself, another administrator, or group such as Company Administrators) to configure the planning type and create a default structure for the planning sheets.
To grant configure permissions:
- Go to the Company Workspace tab, and switch to Admin mode.
- In the left Navigator, select User Administration, and then select Access Control.
- On the right pane, expand Administration Mode Access, expand Configuration, expand All, and then select Planning Manager.
- In the Module Permission Settings window, select Add. The Permission/Access Control window opens.
- Select Add Users/Groups. The User/Group Picker opens.
- Select the user(s) to whom you want to give configuration permission, and select Add. Select OK. The system adds the name(s) to the Permission/Access Control window.
- Under Permission Settings, select Configure, and select OK. The system adds the name(s) to the Permission Settings window.
- Select OK.
See Also
Setting Up the Planning Manager
Creating a Default Structure for the Planning Sheet
Configuring Planning Manager Configuration Package
Granting Planning Setup Permissions
Master Log - Planning Items for the Planning Manager
Last Published Monday, October 13, 2025