Adding Permissions to Run BI Publisher Reports in Primavera Unifier

These steps apply to sample custom reports and may not apply for every report.

To add permissions to run reports:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Select the User Mode Navigator.
  3. Open the Project / Shell navigator.
  4. Under Reports, create a Custom Reports node.
  5. Change the icon to u_report_select.gif.
  6. Under the Custom Reports node, add the new report.
  7. Click OK.
  8. Highlight the Project / Shell navigator.
  9. Select Deploy to apply changes.
  10. Go to the Company Workspace tab and switch to Admin mode.
  11. Navigate to Company Sponsored Shells, All Projects.
  12. Highlight All Projects in the right window pane and select Open.
  13. Select Access Control.
  14. Navigate to User Mode Access, Reports, Custom Reports.
  15. Select the custom report.
  16. Add users to allow access to reports.
  17. Click Apply and OK.

Related Topics

Reporting in Primavera Unifier

Creating a BI Publisher Report in Primavera Unifier

Making a New Report Appear in Primavera Unifier

Assigning Permissions for Primavera Unifier Reports

Creating a Data View in Primavera Unifier

Creating a Custom Report in Primavera Unifier

Running a Report in Primavera Unifier



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Last Published Wednesday, March 28, 2018