Templates
Projects (Standard)
| This setting: | Allows users to: |
|---|---|
| Administer All | Create and maintain project templates |
Shells/[Shell type} by name
| This setting: | Allows users to: |
|---|---|
| Administer | Manage the template for that shell type |
Assets/[Asset class] by name
| This setting: | Allows users to: |
|---|---|
| Administer | Create and manage Asset class templates |
Commitment Summaries
| This setting: | Allows users to: |
|---|---|
| Edit Structure |
|
| 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 |
Cost Sheets
| This setting: | Allows users to: |
|---|---|
| Create | Create a new cost sheet template |
| Modify | Add rows or columns, edit cost code properties |
| Create Worksheet | Create worksheets in the template log |
| View | View the cost template |
Folder Structures
| This setting: | Allows users to: |
|---|---|
| Create | Create new 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 new funding templates |
| Modify | Add rows or columns, edit properties |
| View | View funding templates |
General Spends SOV
| This setting: | Allows users to: |
|---|---|
| Create | Create new SOV templates (for general spends) |
| Modify |
|
| View | View SOV templates |
Reports
| This setting: | Allows users to: |
|---|---|
| Create | Create new report templates |
| Modify | Change existing report templates |
| View | View report templates |
Rules
| This setting: | Allows users to: |
|---|---|
| Create | Create new rule templates |
| Modify | Change existing rule templates |
| View | View rule templates |
Schedule Sheets
| This setting: | Allows users to: |
|---|---|
| Modify |
|
| View | View schedule templates |
Activity Sheets
| This setting: | Allows users to: |
|---|---|
| Create | Create and modify activity sheet templates |
| Modify | Modify and delete activity sheet templates |
| View | View activity sheet templates and properties |