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:
- Open the shell or sub-shell in which the Planning Manager resides.
- In the right pane, under Administration Mode Access, select Access Control.
- 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 permissions, and select Add. Then select OK. The system adds the name(s) to the Permission/Access Control window.
- 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.
- Select OK.
- In the right pane, under User Mode Access, select Planning Manager.
- For both the planning items and planning sheets, repeat steps step 3 through 6.
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