Templates

Shells/[Shell type] by name

This setting: Allows users to:
Administer Manage the template for that shell type

Commitment Summaries

This setting: Allows users to:
Edit Structure
  • Create a summary structure from a template
  • Edit structure columns
  • Add rows to the summary
View View the summaries created from commits where you are the owner
Full Access Select one or more records to give permissions to other users and groups

Configurable Modules [Code-and-record-based Manager] by name

This setting: Allows users to:
Create Create templates for the manager’s class sheets
Modify Modify the manager’s class sheet templates
View View the manager’s class sheet templates

Configurable Modules [Code-based Manager] by name

This setting: Allows users to:
Create Create a template for the manager’s sheet
Modify Modify the template for the manager’s sheet
View View the template for the manager’s sheet

Configurable Modules [Generic Cost Manager]

This setting: Allows users to:
Create Create a template for the Generic Cost Manager
Modify Properties Update the properties
Modify Modify the template
View View the template

Cost Sheets

This setting: Allows users to:
Create Create a Cost Sheet template
Modify Add rows or columns, edit cost code properties
Create Worksheet Create worksheets in the template log
View View the template 

Folder Structures

This setting: Allows users to:
Create Create Document Manager folder structure templates
Modify Add, rename, rearrange, and delete template folders
View View folder structure templates

Funding [Funding Sheets - Commitment Funding Sheets]

This setting: Allows users to:
Create Create funding templates
Modify Add rows or columns, edit properties
View View funding templates

General Spends SOV

This setting: Allows users to:
Create Create SOV templates for general spends
Modify
  • Add rows or columns
  • Edit properties
View View SOV templates 

Reports

This setting: Allows users to:
Create Create report templates
Modify Change existing report templates
View View report templates

Rules

This setting: Allows users to:
Create Create rule templates
Modify Change existing rule templates
View View rule templates

OBS Sheets

This setting: Allows users to:
Create Create Organizational Breakdown Structure (OBS) sheet templates
Modify Modify and delete OBS sheet templates
View View OBS sheet templates and properties