Permissions for the System WBS Sheet

Currently, the Unifier administrator can grant the Modify and View permissions for the System WBS Sheet that is auto-created through gateway integration from P6 or Oracle Primavera Cloud.

The WBS Sheet permission allows the user to create a manual WBS Sheet, if one does not exist. By default, this permission will be deselected. This permission can be selected for any user or group.

To grant permission to create a manual WBS Sheet from the log to capture the work breakdown structure for the project:

  1. In the left Navigator, select User Administration, and then select Access Control.
  2. In the right pane, expand User Mode Access, and then expand Activity Manager.
  3. Select WBS Sheet to open the Permissions Settings for: WBS Sheet window.
  4. Select from the following permission settings:
    • Modify
      • View
    • Hide Audit Log
    • Create Manual WBS Sheet

The "Modify" and "View" permissions are available for System WBS Sheet.

A user with "Modify" permission can do the following in a manual WBS Sheet, as well as conducting edits on a System WBS Sheet:

  • Manage WBS
    • Add new WBS rows
    • Update existing WBS rows
    • Delete the WBS rows that are not used
    • Update column structure

A user with "View" permission can do the following in a manual WBS Sheet and System WBS Sheet:

  • View the data including WBS details and transaction details for costs.
  • Switch between manual WBS Sheet and System WBS views, by using the Project field (drop-down).