How to... Use these procedures to access and manage the Groups form. Related Topics:Display the Groups Form Use this procedure to access the Groups form. Display the Groups General Tab Use this procedure to display the Groups General tab. Display the Groups Users Tab Use this procedure to display the Groups Users tab. Display the Groups Open Plan Tab Use this procedure to display the Groups Open Plan tab. Display the Groups Security Tab Use this procedure to display the Groups Security tab. Add a Group on the Groups Form Use this procedure to add a new group on the Groups tab of the Groups Detail View. View a List of Currently Defined Groups Use this procedure to view a list of all defined groups in PPM Administrator. Exporting Groups PPM Administrator allows you to export all of the information for a single group record from the Groups Detail View. Each tab in the detail view corresponds to a tab in the exported XLSX file. Edit Group Information Use this procedure to edit a group. Copy a Group Copying a group copies all details except for the group ID (which you need to provide) and description. Assign a User to a Group on the Groups Form Use this procedure to assign users to a group on the Groups form. Define Permissions for a Group This procedure to define permissions that a group must have to access the options within the Open Plan application. Delete a Group Use this procedure to delete a group. Remove a User from a Group on the Groups Form Use this procedure to remove or unassign a user from a group on the Groups form. Parent Topic: Groups HomePPM Administrator Help SystemSecurityGroupsHow to...
How to... Use these procedures to access and manage the Groups form. Related Topics:Display the Groups Form Use this procedure to access the Groups form. Display the Groups General Tab Use this procedure to display the Groups General tab. Display the Groups Users Tab Use this procedure to display the Groups Users tab. Display the Groups Open Plan Tab Use this procedure to display the Groups Open Plan tab. Display the Groups Security Tab Use this procedure to display the Groups Security tab. Add a Group on the Groups Form Use this procedure to add a new group on the Groups tab of the Groups Detail View. View a List of Currently Defined Groups Use this procedure to view a list of all defined groups in PPM Administrator. Exporting Groups PPM Administrator allows you to export all of the information for a single group record from the Groups Detail View. Each tab in the detail view corresponds to a tab in the exported XLSX file. Edit Group Information Use this procedure to edit a group. Copy a Group Copying a group copies all details except for the group ID (which you need to provide) and description. Assign a User to a Group on the Groups Form Use this procedure to assign users to a group on the Groups form. Define Permissions for a Group This procedure to define permissions that a group must have to access the options within the Open Plan application. Delete a Group Use this procedure to delete a group. Remove a User from a Group on the Groups Form Use this procedure to remove or unassign a user from a group on the Groups form. Parent Topic: Groups HomePPM Administrator Help SystemSecurityGroupsHow to...