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must have Read/Write access to the Update Template Voyage Estimates Module Right, under Actions in the Chartering module. |
You can use a Template Estimate to:
Copy when creating a new Estimate.
Lock the Estimate so that only users with permission to update
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Templates can make changes to it.
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To set this up, ensure that only users who can update the estimate template have Read/Write permission under “Update Template Voyage Estimates”. All other users should have Read-Only permission.
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In the Estimate, click on the properties icon in the workspace panel and select the Template checkbox.
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On the Estimate Properties panel, select the Template check box:
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The Estimate is now locked and can be easily identified by a red padlock icon. Users who do not have permission to update the estimate template Template Estimate can only view or copy it. :
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If Even if you do not have permission to update an estimate templatea Template Estimate, you can make a copy of the template of which you can , make changes to it, and save.