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
  • 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

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
  • Add rows or columns
  • Edit properties
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
  • Add rows
  • Edit activity properties
  • Export the schedule
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