Update the Owning Workspace of Permission Sets

Update the owning workspace to move permission sets to another workspace that you are assigned. If you move the item higher in the workspace hierarchy, the permission set will be available to more workspaces. All child workspaces can access a permission set.

To update the owning workspace of a permission set:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Summary & Settings.
  3. On the Summary & Settings page, select Permissions, and then select an object.
  4. On the permission set page, select a permission set.
  5. Select Manage Shared Data.
  6. In the Manage dialog box, select a permission set row.
  7. Select the Context menu, and then select Change Owning Workspace.
  8. In the Select Workspace dialog box, select the new owning workspace, and select Select.
  9. Select Save.

Tips

This setting is used in the following apps:

Cost and Funds
Files
Portfolio Analysis
Reports
Resources
Risk
Schedule
Scope
Strategic Alignment
Tasks
Workflows and Forms