Feature Access Rules

A feature access rule determines which plan features specific users can use. You select which features the rule allows and the users the rule applies to. The corresponding actions are then hidden or disabled for those users.

Use feature access rules to tailor the experience for users who only need to perform a subset of actions. For example, you can prevent users from creating new scenarios, restrict who can send plans to Analytics, or hide formula-editing features from users who only enter cell values.

Controlling Feature Access using Access Rules

If no feature access rule applies to a user, that user can use all features granted to them by profiles, permission sets, and sharing.

If one or more feature access rules apply to a user, the rules are evaluated using a least-restrictive approach. If at least one of those rules grants a feature, the user can use that feature. This means that adding an additional feature access rule for a user can only grant more access, not less.

Note:

Feature access rules are evaluated alongside Salesforce profile, permission sets, and sharing permissions, as well as, cell access rules. A user must have the relevant Salesforce permissions in addition to any features granted by a feature access rule.

Features

You can use a feature access rule to grant or restrict each of the following features. The feature names and groupings in the Available Feature Permissions match the labels in the Feature Permissions tab on the access rule record page.

Available Feature Permissions

Group	Feature	Description	Related Actions
Adjustments	Deactivate Adjustments	Deactivate existing adjustments to plan values.	—
	Make Adjustments	Make adjustments to plan values.	—
Analytics	Send Plans to Analytics	Send a single plan to Analytics from the record page. Note: This does not apply to the mass send process.	Sending a Single Plan to Analytics
	Update Plans from Analytics	Update a single plan with the latest data from Analytics from the plan table. Note: This does not apply to the mass update process.	Updating a Plan with the Latest Data from Analytics
Cell Calculations	Access the Formula Builder Help	Open the formula syntax help from the Formula Builder.	Formula Syntax
	Change Calculation Cell Display Type for Plans	Change whether the cells with calculations display a visual indicator.	Displaying Calculation Cells
	Reference Other Scenarios using the Formula Builder	Add or edit references to other scenarios in the Formula Builder.	Adding a Reference
	Use the Formula Builder AI Assistant	Open the AI Assistant from the Formula Builder.	Generating Plan Calculations Using AI Assistant
	Use the Formula Builder in Builder Mode	Access builder mode in the Formula Builder to create or edit formulas.	Adding Calculations to Plan Cells in Builder Mode
	Use the Formula Builder in Text Mode	Access text mode in the Formula Builder to create or edit formulas.	Adding Calculations to Plan Cells in Text Mode
Cell Comments	Add Cell Comments	Add comments to a cell.	Adding a Comment to a Plan Cell
	Delete Cell Comments	Delete existing cell comments.	Deleting a Comment from a Plan Cell
	Edit Cell Comments	Edit your own cell comments.	Editing a Comment in a Plan Cell
	Resolve Comment Threads	Resolve open comment threads on a cell.	Resolving a Comment Thread in a Plan Cell
	Viewing Cell Comments	View existing cell comment threads.	Viewing Existing Comment Threads in a Plan Scenario
Measure Pairs	Switch Between Primary and Secondary Measures in Plans	Switch between the primary and secondary measure of a measure pair in a plan.	Switching Between the Primary and Secondary Measures in a Plan
Plan Creation	Create Blank Plans	Create a new blank plan in the plan creation wizard.	Creating a Blank Plan
	Create Plans using the Embedded Plan Component	Create a new plan using the WorkGrid Embedded Plan plan component on a record page.	Creating a Plan for a Record Page
Plan Table	Allocate Values	Allocate amounts across plan cells.	Allocating Amounts Across Plan Cells
	Copy Cell Ranges and Paste Over Cells	Copy a range of cells and paste their values over other cells.	Copying a Range of Plan Table Cells Into Other Cells Copying a Range of Plan Table Cells Into Adjacent Cells
	Copy Cells and Paste Over Cells	Copy a single cell and paste its value over one or more other cells.	Copying a Single Plan Table Cell Into Other Cells Copying a Single Plan Table Cell Into Adjacent Cells
	Delete Columns	Delete columns from the plan table.	Deleting a Column from the Plan Table
	Delete Rows	Delete multiple rows from the plan table.	Deleting a Single Row from the Plan Table Deleting Multiple Rows from the Plan Table
	Drill on Dimension Values	Drill down on dimension values in the plan table.	Drilling on Plan Dimension Values
	Edit Cell Values	Enter or change the value of a plan table cell.	Entering a Value in a Table Cell
	Insert Columns	Insert columns in the plan table.	Inserting a Column in the Plan Table Inserting a Total Column in the Plan Table
	Insert Rows	Insert grid rows or tree rows in the plan table.	Inserting a Row in the Plan Table in Grid View Inserting a Row in the Plan Table in Tree View Inserting a Total Row in the Plan Table
	Reorder Columns	Change the position of a column within a plan.	Changing the Position of a Column in the Plan Table
	Reorder Rows	Change the position of a row within a plan	Changing the Position of a Row in the Plan Table
Relationships	Access Child Plans from Relationship Rows	Open a child plan from a relationship row.	Viewing a Child Scenario on the Plan Table
	Create Relationships	Create a new relationship between plans.	Creating a Relationship
	Delete Relationships	Delete an existing relationship.	Deleting a Relationship
	Edit Relationship Details	Edit the details of a relationship.	Editing Relationship Details
	Edit Relationship Filters	Edit the filters used to calculate the values in a relationship row.	Editing Relationship Filters
	Edit Relationship Hierarchy Visualization Settings	Adjust how the relationship hierarchy is displayed.	Editing Relationships Visualization Settings
	View Relationship Hierarchies	Open the visual representation of the relationship hierarchy for a plan.	Displaying Relationships in a Visual Hierarchy
Scenario and Cell History	Restore Historic Cell Values	Restore a cell to a previous value from its history.	Restoring a Plan Table Cell to a Historic Value
	Restore Historic Scenario Values	Restore a scenario to a previous version from its history.	Restoring Historic Values in a Plan Scenario
	View Cell History	View the history of changes for a plan table cell.	Viewing the History of a Plan Cell
	View Scenario History	Open the scenario history view.	Viewing the History of a Plan Scenario
Scenarios	Create Scenarios	Create a new scenario.	Creating a Plan Scenario
	Delete Scenarios	Delete an existing scenario.	Deleting a Plan Scenario
	Edit Scenario Names	Rename a scenario.	Editing the Name of a Plan Scenario
	Lock and Unlock Scenarios	Lock a scenario to prevent further changes or unlock a locked scenario.	Locking a Plan Scenario Unlocking a Locked Plan Scenario
	Mark Scenarios as Default	Mark a scenario as the default scenario.	Marking a Plan Scenario as Default
	Switch Between Scenarios	Switch between scenarios in the plan.	Switching Between Plan Scenarios
Units of Measure	Apply Units of Measure to Cells	Apply a unit of measure to a cell, column, or row.	Applying a Unit of Measure to a Plan Cell Applying a Unit of Measure to a Column Applying a Unit of Measure to a Row
	Remove Unit of Measure Standardization in Plans	Restore the original units of measure in a plan with unit standardization.	Restoring Units of Measure in a Plan
	Standardize Units of Measure in Plans	Standardize the units of measure used in a plan.	Standardizing Units of Measure in a Plan
XLSX Exports and Imports	Export as XLSX	Export the plan to an XLSX file.	Importing and Exporting Plans
	Import from XLSX	Import plan values from an XLSX file.	Importing and Exporting Plans