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CA Clarity PPM Access Rights

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

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 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 - 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 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 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 - 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 - 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

Project - Benefit Plan - View

Allows users to view the benefit 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 users 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 - Cost Plan - Edit All

Allows users to edit cost plans for all projects.

Type: Global

Project - Cost Plan - View

Allows users 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 users 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 - Edit Chargebacks Information All

Allows the resource to edit chargeback rules for all projects.

Type: Global

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 - 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 - Reverse Charges - All

Allows the user to reverse charges for any project.

Type: Global

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

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

Type: Global

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 the resource to view 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 - View - All

Allows the resource to view all risks, issues, and change requests for a project instance.

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 the resource 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 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

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

Resource - Hard Book - All

Allows users to soft and hard book all resources for investments to which they have view or edit rights.

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