Access Rights › PBK Administrator Group Access Rights › CA Clarity PPM Access Rights

CA Clarity PPM Access Rights

The following CA Clarity PPM access rights are included with this access group:

Administration - Access

Allows the user to access the Administration menu.

Type: Global

Audit Trail - View - All

Allows users to view any audit page.

Type: Global

Custom Objects Editor

Allows users to edit the definition of a custom object.

Type: Global

Jobs - Access

Allows users access to jobs pages. Additional rights such as the Jobs - Run - All right or instance level rights such as the Job - Run right, Job - View Output right, or Job - Edit Properties right are required.

Type: Global

Jobs - Run - All

Allows users to run any job. This right also allows users to schedule of any job, edit of job properties for any job and view the output of any job.

Jobs - View Output - All

Allows users to view the output of any job.

Requires: Jobs - Access right

Knowledge Store - View All

Allows resources to view all documents in the knowledge store.

Type: Global

Menu Definition Editor - All

Allows a user to edit and view the definitions of all menu items for the Navigator or Administration menu.

Type: Global

Object - Create Definition

Allows a user to create a custom object.

Type: Global

Object Administration

Allows a user to administer all custom objects.

Type: Global

Object Mapping - XOG Access

Allows the resource to import and export object mapping instances using the XML Open Gateway interface.

Type: Global

Page Definition Editor

Allows users to edit, view, and delete the definition of a specific page.

Required: Administration - Studio access right to access the CA Clarity Studio menu.

Type: Instance

Page Instances: Executive Dashboard, Lessons Learned, Project Charters, Reports, Risks, Issues and Change Requests, PMBOK® Guide Layout, Change Requests, Issues, Projects by Phases, Projects Status, Project Variance and Performance, Risks, and Dashboard

Page Definition Editor - All

Allows users to edit, view, and delete the definition of all pages.

Required: Administration - Studio access right to access the CA Clarity Studio menu.

Type: Global

Page Definition Viewer

Allows the user to view the definition of a specific page.

Required: Administration - Studio access right to access the CA Clarity Studio menu.

Type: Instance

Page Instances: Executive Dashboard, Lessons Learned, Project Charters, Reports, Risks, Issues and Change Requests, PMBOK® Guide Layout, Change Requests, Issues, Projects by Phases, Projects Status, Project Variance and Performance, Risks, and Dashboard

Page Viewer - All

Lets the user view any configured portlet page. Before the users can view them, link the portlet pages to a menu. The user requires the rights to navigate the menu. For example, if a page links to the Administration menu, the users require the Administration - Access right.

Type: Global

Page - View

Allows users to view a general page in CA Clarity PPM. For instance pages (such as portfolio pages), this right is not required.

Type: Instance

Pages: Executive Dashboard, Lessons Learned, Project Charters, Project Report, Risks, Issues and Change Requests, PMBOK® Guide Layout, Change Requests, Issues, Projects by Phases, Projects Status, Project Variance and Performance, and Risks

Portlet Definition Editor

Allows the user to edit and view the definition of a specific portlet.

Requires: Administration - Studio to access the Studio menu.

Type: Instance

Portlet Instances: Project Conversion Audit Trail, Project Conversion List, Project Conversion Processes, Project Conversion Properties, Project Conversion Tabs, Project Conversion Contents, Project Checklist, Project Change Requests, Project Status, Project Issues, Lessons Learned, PMO Dashboard, Project Document Review Status, Projects by Phases, Project by Variance and Performance, Project Charter, Project Reports, Project Status, Projects Variance and Performance, and Project Risks

Portlet Definition Editor - All

Allows a user to edit and view the definitions of all portlets available from Studio.

Requires: Administration - Studio to access the Studio menu.

Type: Global

Portlet Viewer - All

Lets you view and add stock portlets to portlet pages. The right helps add a stock portlet to a personal dashboard.

Type: Global

Portlet - View

Allows users to view a specific portlet.

Type: Instance

Portlet Instances: Project Conversion Audit Trail, Project Conversion List, Project Conversion Processes, Project Conversion Properties, Project Conversion Tabs, Project Conversion Contents, Project Checklist, Project Change Requests, Project Status, Project Issues, Lessons Learned, PMO Dashboard, Project Document Review Status, Projects by Phases, Project by Variance and Performance, Project Charter, Project Reports, Project Status, Projects Variance and Performance, and Project Risks

Process - Cancel

Allows users to cancel process instances from a specific process definition.

Type: Instance

Process Instances: Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review

Process - Cancel - All

Allows users to cancel of all process instances.

Type: Global

Process - Create Definition

Allows users or OBS unit to create or change processes for any object type to which they have access. Users with this right can modify, copy, or start any process they create. Users can create processes from the Processes page of an object or from the Data Administration, Processes menu.

Type: Instance

Process - Delete

Allows users to delete process instances from a specific process definition.

Type: Instance

Process Instances: Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review

Process - Delete - All

Allows users to delete a process instance from any process definition.

Type: Global

Process - Edit Definition

Allows users to edit a specific process definition, but cannot start any process instances.

Type: Instance

Process Instances: Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review

Process - Edit Definition - All

Allows users to edit all process definitions. Typically, this right is given to administrators and senior executives. Users with this right cannot start processes.

Type: Global

Process - Manage

Allows users to start automatically a process instance for the process definition to which they have access. Users can also start a new process instance, delete a process instance, or cancel a process instance.

Type: Instance

Process Instances: Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review

Process - Manage - All

Allows users to start automatically any process. This right is typically given to administrators and senior executives. Users with this right can change processes they create and start processes for objects to which they have access. This access right also allows users to start a new process instance, delete a process instance, or cancel a process instance.

Type: Global

Process - Start

Allows users to start a new process instance from a specific process definition.

Type: Instance

Process Instances: Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review

Process - Start - All

Allows users to start (that is, initiate) of all process instances.

Type: Global

Process - View Definition

Allows users or an OBS unit to view the process definition from the objects to which they have access. Users with this right cannot start processes.

Type: Instance

Process Instances: Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review

Process - View Definition - All

Allows users to view all process definitions. Typically, this right is administrators and senior executives. Users with this right cannot start processes.

Type: Global

Process View Instance - All

Allows users to view all process instances.

Type: Global

Project - Approve

Allows users to approve a specific project.

Includes: Project - Edit right to edit the project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Approve - All

Allows users to approve all projects.

Includes: Project - Edit - All right to edit all projects.

Type: Global

Project - Attach Requisition Entry Resources

Allows a resource to attach resources to requisition entries. Only users with this access right can change project statuses to "Proposed" and "Booked". This right includes the Project – View Requisitions access right, and the right to navigate to the requisition pages.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Benefit Plan - Edit

Allows the resource to edit the benefit plans of a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Benefit Plan - View

Allows the resource to view the benefit plans of a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Billing Access

Allows a resource to access a specific billing project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Billing Approval

Allows the resource to approve a specific billing project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Budget Plan - Approve

Allows the resource to approve the budget plans for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Budget Plan - Edit

Allows the resource to view the budget plans for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Budget Plan - View

Allows the resource to view the budget plans for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Budget Plan - View All

Allows the resource to view all project budget plans.

Type: Global

Project - Cost Plan - Edit

Allows the resource to edit the cost plans for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Cost Plan - Edit All

Allows the resource to edit cost plans for all projects.

Type: Global

Project - Cost Plan - View

Allows the resource to view the cost plans for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Cost Plan - View All

Allows the resource to view cost plans for all projects.

Type: Global

Project - Create

Allows you to create new projects and define the general properties.

Includes: Project - Create from Template right to create a project using a template.

Type: Global

Project - Create from Template

Allows you to create new projects using project templates.

Type: Global

Project - Create/Edit Requisitions

Allows the resource to create and edit requisition properties. This right includes the right to navigate to the requisition pages, but not to create or edit the entries within the requisitions.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Delete

Allows users to delete a specific project.

Requires: Project - View to view the project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Delete - All

Allows users to delete any project.

Requires: Project - View to view the project.

Type: Global

Project - Edit

Allows the user to edit all parts of a project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Edit Access Rights

Allows users to manage access rights for all projects.

Requires: Project - Edit Management right to manage access rights for all projects.

Type: Global

Project - Edit Assigned Releases

Allows the resource to edit assigned releases for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Edit Assigned Tasks

Allows the user to edit assigned tasks on a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Edit Assigned Tasks - All

Allows the user to edit assigned tasks on all projects.

Type: Global

Project - Edit Chargebacks Information

Allows the resource to edit chargeback rules for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Edit Chargebacks Information All

Allows the resource to edit chargeback rules for all projects.

Type: Global

Project - Edit Financial

Allows users to edit the general properties, team, key tasks, and financial information for a specific project. This access right also allows the user to add subprojects to the project, and to view and edit the project using a desktop scheduler, such as Open Workbench and Microsoft Project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Edit Financial - All

Allows users to view and edit the general properties, processes, and financial information about all projects. This right also allows the user to enable financial projects.

Type: Global

Project - Edit Management

Allows users to edit general and management properties, to add staff, create tasks, and create and manage processes for the specific project. This right includes the ability to add subprojects and to edit the project in a project scheduler, such as Microsoft Project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Edit Management - All

Allows the user to edit general and management properties for all projects. This right allows you to add staff and create tasks if projects are enabled for management. This right also includes the right to add subprojects to the project and edit the project in a project scheduler, such as Microsoft Project.

Type: Global

Project - Edit Project Plan

Allows users to add unplanned tasks to a specific project when completing their timesheets when they are a team member on the project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Financial Plan - Submit for Approval

Allows users to submit the financial plans for approval for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Hierarchy - Financial Rollup - Add

Allows the resource to add investments to the financial rollup hierarchy for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Hierarchy - Financial Rollup - Edit

Allows the resource to edit the financial rollup hierarchy for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Hierarchy - Financial Rollup - View

Allows the resource to view the financial rollup for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Hierarchy - Financial Rollup - View - All

Allows the resource to view the financial rollup for all projects.

Type: Global

Project - Hierarchy - Parents - Add

Allows the resource to add investments to the parent hierarchy for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Hierarchy - Parents - Edit

Allows the resource to edit investments in the parent hierarchy for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Modify Baseline

Allows users to edit the baseline for a specific project. This right also allows users to edit the project general properties and processes.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Reverse Charges

Allows the resource to reverse charges for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Reverse Charges - All

Allows the user to reverse charges for any project.

Type: Global

Project - Risk, Issue, Change Request - Delete - All

Allows you to delete risks, issues, and change requests for all projects.

Type: Global

this access right is changing in v13. waiting for more info from Bill

Project - Risk, Issue, Change Request - Create/Edit

Allows users to create and edit risks, issues, and changes for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Risk, Issue, Change Request - Delete

Allows users to delete risks, issues, and changes for a specific project on which they are a staff member.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Risk, Issue, Change Request - Edit - All

Allows you to create and edit risks, issues, and changes requests for any project.

Type: Global

this access right is changing in v13. waiting for more info from Bill

Project - Risk, Issue, Change Request - View

Allows users to view all risks, issues, and change requests for a specific project.

Type: Global

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - Risk, Issue, Change Request - View - All

Lets you view all risks, issues, and change requests for a specific project.

Type: Global

Project - View

Allows users to view the general, management, financial properties, custom defined fields, roster, tasks, processes, and subprojects for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - View Access Rights

Allows users to view access rights for a specific project. From CA Clarity PPM, this right implies that users also have the Project - View access right to the project. From Administration, users must also have the Resource - Edit Administration right.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - View All Fields

Allows users to view all the general properties and custom defined fields for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - View Assigned Releases

Allows the resource to view assigned releases for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - View Chargebacks Information

Allows the resource to view chargeback rules for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - View Chargebacks Information All

Allows the resource to view chargeback rules for all projects.

Type: Global

Project - View Documents

Allows user to view documents or folders even if user is not a project participant, as long as the documents or folders are marked open to non-participants. This right includes the Project - View Base access right.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - View Financial

Allows users to view the general and financial properties for a specific project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - View Financial - All

Allows users to view the general and financial properties, and processes on all projects. This right does not include the Project - Budget Plan - View All access right.

Type: Global

Project - View Management

Allows users to view management properties, roster, and key tasks of a specific project. This right also allows users view the project in a project scheduler, such as Microsoft Project.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - View Management - All

Allows users to view management properties and processes on any project that has been enabled for management.

Type: Global

Project - View Requisitions

Allows the user to view requisitions and the requisition resources.

Type: Global

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - View Tasks

Allows the user to view all tasks for a specific project. This access right is dependent on the resource having the Project - View Base access right.

Type: Instance

Project Templates: PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template

Project - View Tasks - All

Allows the user to view tasks and work breakdown structure for any project the user has been granted access.

Type: Global

Reports - Access

Allows users to access reports pages. Additional report rights are also required to view, edit, or run reports.

Type: Global

Report - Run

Allows users to run specific reports, edit properties and review output.

Requires: Reports - Access right

Type: Instance

Report Instances: Project Report and Project Status Snapshot

Reports - Run - All

Allows you to run any report. This right also allows users to schedule, edit properties, and view the output of any report. The access is dependent on being granted Reports - Access right.

Type: Global

Reports - View Output - All

Allows users to view the output of any report.

Requires: Reports - Access right

Type: Global

Reports and Jobs - Administrator Access

Allows users to view report and job definitions. With this right, users can also view reports and jobs categories.

Type: Global

Reports and Jobs - Create Definition

Allows users to create, edit, and view report or job definitions.

Requires: Report and Jobs - Administrator Access right

Type: Global

Reports and Jobs - Edit Definition

Allows users to view and change reports and job definitions.

Requires: Reports and Jobs - Administrator right

Type: Instance

Report Instances: Project Report and Project Status Snapshot

Reports and Jobs - Edit Definition - All

Allows users to edit any report or job definition.

Requires: Report and Jobs - Administrator Access right

Type: Global

Resource - Edit - All

Allows users to view and edit information for all resources.

Requires: Resource - Navigate right

Type: Global

Resource - External Access

Allows you access to the Resource list and Resource Finder. The Resource - View right allows you to view the general information, contact information, financial information, calendar, and skills of resources.

Type: Global

Resource - Navigate

Allows you to access resource management pages.

Type: Global

Resource - Soft Book - All

Allows you to soft book any resource for investments to which you have view or edit rights.

Type: Global

Resource - View - All

Lets you view information, except the financial properties of all resources.

Type: Global

Resource - View Book - All

Lets you view bookings for all resources.

Type: Global

Resource - View Financial - All

Lets you view financial properties for all resources. The right is dependent on being granted the Resource - Navigate right.

Type: Global

Timesheets - Approve All

Allows users to approve all submitted timesheets.

Type: Global

Timesheets - Edit All

Allows users to edit all timesheets.

Type: Global

Timesheets - Navigate

Lets you navigate to timesheet pages.

Type: Global