Granting User Permissions

After you have loaded the Planning Manager into the company workspace, or the shell, grant user permissions to the Planning Manager.

To grant user permissions:

  1. Open the shell or sub-shell in which the Planning Manager resides.
  2. In the right pane, under Administration Mode Access, select Access Control.
  3. In the Module Permission Settings window, select Add. The Permission/Access Control window opens.
  4. Select Add Users/Groups. The User/Group Picker opens.
  5. Select the user(s) to whom you want to give permissions, and select Add. Then select OK. The system adds the name(s) to the Permission/Access Control window.
  6. Under Permission Settings, select the permissions you want to grant the user(s), and select OK. The system adds the name(s) to the Permission Settings window.
  7. Select OK.
  8. In the right pane, under User Mode Access, select Planning Manager.
  9. For both the planning items and planning sheets, repeat steps step 3 through 6.

See Also

Setting Up the Planning Manager

Importing a Planning Type

Granting Yourself Permissions

Creating a Default Structure for the Planning Sheet

Configuring the Planning Type

Deleting a Planning Manager

Configuring Planning Manager Configuration Package

Granting Planning Setup Permissions

Loading the Planning Manager

Master Log - Planning Items for the Planning Manager



Last Published Monday, October 13, 2025