Assigning Gantt (Beta) Permissions

Note: You must have enabled Gantt (Beta) using Feature Console before you assign permissions. For information about how to do this, see Enabling Gantt (Beta).

To grant the permissions to the relevant users of Gantt (Beta), as an administrator you must:

Assigning Permission Sets

To provide the necessary permissions for a user to access Gantt (Beta):

  1. Open Setup.
  2. In the Administration section, select Users | Users. Using ClassicClosed In the Administration Setup section, select Manage Users | Users.
  3. Select the full name of the user.
  4. In the Permission Set Assignments related list, click Edit Assignments.
  5. Select "PSA Project Manager - Gantt" from the Available Permission Sets list and move it to the Enabled Permission Sets list.
  6. Click Save.

Assigning Permission Controls

To enable users to view, or view and edit projects in Gantt (Beta), you need to configure a user's permission control record.

To set up a permission control for a user:

  1. Open Setup.
  2. In App Launcher, select All Items | Permission Controls. Using ClassicClosed Select the Permission Controls tab.
  3. Click New.
  4. Complete the summary fields, as needed.
  5. In the Permissions section, select:
  1. Click Save or Save & New.

For more information about permission controls, and the fields and options, see the related topics.

Related Concepts

Gantt (Beta) Setup and Security

Permission Controls

Related Tasks

Enabling Gantt (Beta)

Gantt (Beta) Configuration Options

Configuring Gantt (Beta) Custom Settings

Reference

Gantt (Beta) Fields

Permission Control Fields

Schedule Settings

Configuring Bottom Up Planning

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