Reference: Available Permissions

Adaptive Planning

See Concept: Permission Sets for overview information and Create Permission Sets for step-by-step instructions. Some permissions expose data or secured dimensions protected by access rules. See Transition to Access Rules for details.

Sheet Permissions

Permissions	Lets Users	Prerequisite Permissions
Access Sheets	Open sheets pages from the main menu. View level-assigned sheets.
Editable Sheet Access	Enter and edit data on level-assigned sheets that they can view.	Access Sheets
Edit Dimension on Sheet	Add dimension values to the dimension drop-down list of modeled and cube sheets when the sheet allows it.	Editable Sheet Access. When you add dimensions to a sheet in the model, click Edit dimension on sheet .
Download to Excel	Download a sheet of any type in Excel format or use printable view.	Access Sheets
Write-back from External Sources	View and edit intersections that are enabled for Writeback and submit any changes to Adaptive Planning.	Access Sheets

Report Permissions

Permissions	Lets Users	Prerequisite Permissions	General Setup
Access Reports	Open reports pages from the main menu. View, download PDFs, and create snapshots of reports that others have shared with them.
Create Personal Reports	Create reports of any type for personal use and store in any folder.	Access Reports
Create Shared Reports	Save a report to shared folders so that others can view it and edit it. Make changes to any shared reports that they originally created.	Access Reports, Create Personal Reports
Modify All Reports	Make changes to shared reports created by other users. Save changes to shared reports so other users will automatically see the changes. Delete a report or line note authored by another user. A report displays as grayed out if you: Have the Modify All Reports permission. Don't have access to any of the elements in the report. Example: If you don't have access to a version and the report contains only that version, then the report displays as grayed out to you.	Access Reports
Download to Excel	Download a report of any type in Excel format from: Report viewer Report builder Report URL	Access Reports
Manage Shared Report Folders	Rename, delete, and create Shared Report folders. All users with report access see these changes.	Access Reports
Send Notifications	Send notifications to other users for shared reports of any type. Create personal email groups to send reports to groups of users.	Access Reports
Upload Files	Upload files from their computers and save them. See: Upload Static Report Files	Access Reports
Create Report Schedules	Create their own schedules.
Manage All Report Schedules	Enables administrators to: See all schedules for an instance. Delete schedules without modifying them. Pause and resume schedule	Create Report Schedules
Access OfficeConnect	Use Adaptive Planning OfficeConnect for Excel, Word, and PowerPoint to create reports, documents, and presentations using Adaptive Planning data.	Access Reports	Purchase and enable OfficeConnect in Administration > Setup.
Access Workday for Google Sheets	Use the Workday for Google Sheets add-on to create reports in Google Sheets using Adaptive Planning data.	Access Reports	Install Workday for Google Sheets. See Install Workday for Google Sheets

Dashboards Permissions

Permissions	Lets Users	Prerequisite Permissions	General Setup
Access Dashboards	Access Dashboards from the main menu. View shared perspectives. View charts and analyze chart data. Download charts as an image to your personal machine.		Request Dashboards
Edit Dashboards	Create perspectives and charts and share with others. Duplicate shared perspectives. Check out and publish shared perspectives that you can edit. Delete perspectives that you can edit.	Access Dashboards
View Snapshots	Access the Snapshots folder. View and download any shared snapshots.	Access Dashboards
Create and Schedule Snapshots	Access the Schedules folder. Create new snapshots and new snapshot schedules.	Access Dashboards View Snapshots
Edit Company Dashboards	Enables users without additional admin or modeling permissions to create calculated metrics and to change drill options for accounts. Users with the Admin Access or Model includes: Sheets, accounts, dimensions, and formulas permissions can already create calculated metrics and change drill options.	Access Dashboards

Scenario Permissions

Permissions	Lets Users	Prerequisite Permissions
Access Scenarios	Open Scenarios from the main menu.
Create Scenarios	Create new scenarios based on plan versions.	Access Scenario Manager
Share Scenarios	Share scenarios with collaborators If you manage Adaptive Planning security through Workday Core, you must manually enable the Share Scenarios action. For all other instances, we automatically enable the Share Scenarios permission for any permission set that has Manage Scenarios.	Create Scenarios
Merge Scenarios	Merge changes in the scenario to the base version.	Editable Sheet Access Create Scenarios
Manage Scenarios	Access the Global folder from the Scenarios page. Share, merge, manage submissions, and discard changes. If you have the Download Changes permission, you can also download changes for all scenarios. We block users with the Manage Scenarios permission from: Viewing the scenario data in sheets, reports, and dashboards. We do enable them to download the changes to review them. Receiving notifications. We send all notifications to the owners and collaborators. Approving or sending back submissions. We do enable you to merge the changes.	Merge Scenarios Share Scenarios
Download Scenario Changes	Download changes made to the scenario into an Excel file.	Access Scenario Manager

Integration Permissions

Permissions	Lets Users	Prerequisite Permissions
Integration Operator	Open integration pages from the main menu. Execute saved Integration tasks. See the Execution History.
Data Designer Not restricted by access rules or level ownership	Set up data sources, loaders, tasks, and user permissions for Integration. Run APIs that load data to all levels, accounts, and dimensions.	Integration Operator
Integration Developer Not restricted by access rules or level ownership	Use JavaScript to define the behavior for each of the standard data source actions (test connection, import structure, import data, and preview data). View all accounts, levels, and dimensions in the staging tables.	Data Designer

Modeling Permissions

Permissions	Lets Users	Prerequisite Permissions	General Setup
Model Management Access Not restricted by access rules or owning levels		Select additional Model Access permissions to give the user access to Modeling.
Model includes: sheets, accounts, dimensions, and formulas	Open modeling pages from the main menu. Create, edit, and delete dimensions, dimension values, and dimension attributes. Create, edit, and delete GL, metric, and custom accounts, and account attributes. Create, edit, delete, and assign level-assigned sheets and user-assigned sheets. Open Formulas from the main menu. Write shared formulas of your model. View all dimensions and accounts. Create dashboard metrics. View and run all tasks in Design Integrations.	Model Management Access (Optional) Integration Operator > Data Designer to view all parts of the model in Integration in the data designer
Organization Structure Restricted by owned levels with the Owned Levels Only option.	Open the levels page from the Levels and Dimensions menu in Modeling. Create, edit, and delete levels. View, create, and change associations (conditional). Assign level owners. All Levels: Not restricted by owned levels. Owned Levels Only: Restricted by the levels they own.	Model Management Access Admin Access > Users to manage associations.
Versions	Open the versions page from the Versions and Time menu in Modeling. Create, edit, delete, and hide versions.	Model Management Access
Time	Open the time page from the Versions and Time menu in Modeling. Create locales, add and edit labels, and extend the defined calendar for an instance.	Model Management Access
Configure Calendar	Import new calendars to replace existing calendars. Clear standard data in the model.	Time	This permission doesn’t display if you’ve purchased DashboardsCPM.
Announcements	Open Announcements Pages from the Others menu in Modeling. Create, edit, delete, and share announcements with other users.	Model Management Access Access Reports
Assumptions	Open the assumptions page from the Accounts menu in Modeling. Create, edit, and delete assumption accounts.
Structure Import	Import level, account, attributes, and dimension structures from Modeling menus.	Model Management Access Model includes: sheets, accounts, dimensions, and formulas
Allocation Rules	Open the allocations rules page from the Rules menu in Modeling. Create, edit, and delete Allocation Rules.	Model Management Access
Transactions	Open the transactions page from the Others menu in Modeling. Define the columns and fields of transactions.	Model Management Access
Currencies	Open the currencies page from the Others menu in Modeling. Create, edit, and delete currencies to use in the model. Create, edit, and delete exchange rate types for the currencies. Enter rates in the exchange rate sheets.	Model Management Access
Predictive Forecaster Not restricted by access rules or owned levels .	Open Predictive Forecaster from the Intelligent Planning menu in Modeling . Create, edit, and run machine learning predictions into plan versions.	Model Management Access
Consolidation	Administer Consolidation. Open the elimination rules page from the Rules menu in Modeling. Create, edit, and delete elimination rules. Open the consolidation percentages page from the Others menu in Modeling.	Model Management Access	Purchase and enable Consolidation
Publish Financial Plan into Workday Not restricted by owned levels	Publish financial plan versions to Workday as drafts.	Model Management Access	Set up Adaptive Planning for Workday. See Steps: Configure Adaptive Planning for HCM and Financials..
Publish Headcount Plan into Workday Not restricted by owned levels	Publish headcount plan versions to Workday as drafts.	Model Management Access	Set up Adaptive Planning for Workday. See Steps: Configure Adaptive Planning for HCM and Financials.
Publish Workforce Action Plan into Workday Not restricted by owned levels	Publish workforce action plan versions to Workday as drafts.	Model Management Access	Set up Adaptive Planning for Workday. See Steps: Configure Adaptive Planning for HCM and Financials.
View All Publish Histories for Enabled Plan Types Not restricted by owned levels	View the publishment histories for plans published by any user. Used for auditing purposes.	Model Management Access and at least one of the Publish plan type permissions.	Set up Adaptive Planning for Workday. See Steps: Configure Adaptive Planning for HCM and Financials.
Planning Center	Open the Planning Center from the Modeling area to view: Configuration Metrics. Sheet Metrics. Report Metrics.	Model Management Access.
Access Ask Workday for Adaptive Planning	Use generative AI to ask questions and receive answers within Adaptive Planning using natural language. Ask Workday also provides: Type-ahead recommendations Smart prompt suggestions Response feedback
Access Planning Agent	Access the Planning Agent from Ask Workday	Access Ask Workday for Adaptive Planning
Data Exploration Skills for Planning Agent	Access the Planning Agent: Data Exploration skill from Ask Workday	Access Ask Workday for Adaptive Planning Access Planning Agent

Administration Permissions

Permissions	Lets Users	Prerequisite Permissions
Admin Access Not restricted by access rules or level ownership.		Select additional Admin permissions to give the user access to Administration.
Users	Open Administration from the Navigation bar. Create, edit, and delete users and their profiles. Change user passwords and IDs. Assign owned levels to users (conditional). Assign permission sets to users (conditional). Create access rules. View, add, change associations (conditional)	Admin Access (Optional) Model Management Access > Organization Structure to assign levels to users or to manage associations. (Optional) Admin Access > Permission Sets to assign permission sets to users
Permission Sets	Open Administration from the Navigation bar. Create and delete permission sets. Change permissions of permission sets. Assign permission sets to and remove permission sets from users (conditional).	Admin Access (Optional) Admin Access > Users to assign permission sets to users.
Manage Global User Groups	Open Administration from the Navigation bar. Create, edit, and delete user groups. Add and remove users from groups.	Admin Access
General Setup	Open the System menu in Administration. Update General Setup of the instance. Enable or disable features in the instance. Change the visual preferences, such as the company logo. Enable or disable the use of avatars in user profiles.	Admin Access

Hubs, Configurable Workflows, and Advanced Workflows Permissions

Permissions	Lets Users	Prerequisite Permissions	General Setup
Access Hubs	View the Adaptive Planning hubs that are shared with them	Access Dashboards	See Steps: Set Up Adaptive Planning Hubs.
Edit Hubs	Configure the Adaptive Planning hubs that are shared with them	Access Hubs Access Dashboards
Manage Workflows	Create workflow definitions. Launch workflows. View level names, level submitters, and level approvers across the entire level structure within the context of the workflows they manage.	Edit Hubs

Legacy Process Tracker Permissions

These permissions enable you to use the legacy process tracker functionality. If you enable the configurable workflows feature, we disable and remove these permissions. See Steps: Set Up Configurable Workflows.

Permissions	Lets Users	Prerequisite Permissions	General Setup
Access Process Tracker	Open Processes from the Navigation bar. View processes and the pending and completed tasks assigned to others and assigned to self.		Purchase Workflow
Complete Tasks Assigned to Self	Mark their own tasks complete or incomplete.	Access Process Tracker
Complete Any Task	Mark anyone's tasks complete: Mark group tasks (Any or All) as Complete even if the user isn’t an assignee on the task and doesn't see it in the process guide. Mark a completed group task as Incomplete and reopen to Any or All option.	Complete Tasks Assigned to Self
Manage Tasks	Create, edit, and assign tasks within a process to anyone. Add or remove attachments.	Complete Any Task
Manage Processes	Create and edit processes for tasks.	Manage Tasks

Import and Export Permissions

Permissions	Lets Users	Prerequisite Permissions	General Setup
Access Consolidation Not restricted by access rules Restricted by level ownership	Open Consolidation from the Navigation menu. Create and submit journal entries for owned levels. View intercompany elimination rules. View all accounts at owned levels.		Purchase and enable Consolidation in your instance.
Access Salary Detail	See salary data (in sheets, reports, and accounts) that are otherwise hidden. Open and enter data in modeled sheets with the salary detail setting. See and edit the values on splits of GL and custom accounts with the salary detail settings. Edit salary detail settings for modeled sheets. Edit value lookups on modeled sheets.	(Optional) To see sheets, the user also needs Sheet Access. (Optional) To see reports, the user also needs Report Access. (Optional) To edit salary detail settings, the user also needs Model Management Access > Model includes: sheets, accounts, dimensions, and formulas
Privileged Actuals Access	Select any actual versions from the version selector in Sheets. Edit data in actual version sheets.	Sheet Access
Access Transactions	Drill from sheets, reports, and cell explorer to view imported transaction data.	To see sheets, the user also needs Sheet Access. To see reports, the user also needs Report Access.	Purchase the Transaction module
System Audit Access Not restricted by access rules or owned levels	Build pattern and transaction reports (conditional). Build and run audit trail reports (conditional). Search cell notes (conditional).	Access Reports to build pattern and transaction reports. Access Sheets to run audit trail reports and search cell notes.	Enable Access Rules
See Who is Online	See how many users are currently logged in to the instance and who they are.
NetSuite Setup	Configure the initial NetSuiteBasic connection to link an AdaptivePlanning instance to a NetSuiteaccount in Administration.		Purchase NetSuite Basic
Drill into Net SuiteImported Numbers	Drill into numbers imported fromNetSuite.	Sheet Access
Drill into WorkdayImported Numbers	Drill into numbers imported from Workday.	Sheet Access	Set up Adaptive Planning for Workday. See Steps: Configure Adaptive Planning for HCM and Financials.
Export Budgets To NetSuite	Export data directly into the NetSuite budget module. Requires Export Capabilities permission.	Export Capabilities	Purchase NetSuite Basic
Approve Levels Restricted by level ownership	Open Workflow from the navigation bar. Approve or reject levels and sheets in Workflow.		Purchase and enable Workflow for your instance.
SAML	Manage SAMLSingle Sign-On settings.		Purchase SAML option
Import Capabilities	Import to locations that you can access.
Import To All Locations	Import to all areas, regardless of location or level access. Edit data at all intersections of the model through an API import or a regular import.
Erase Data	Erase actuals or plan data across Adaptive Planning, including in locked levels. Erase Data overrides Access Rules and level ownership restrictions. You can only delete data from calculated accounts with data entry override.	Import to All Locations
Export Capabilities	Export from locations that you can access