Previous Topic: Finding Resources


Resource Management Access Rights

This section contains the following topics:

Resource Access Rights

Scenario Access Rights (Capacity Planning)

Additional Access Rights for Requisitions

Resource Access Rights

The following access rights allow you to create, view, and edit resource properties.

Administration - Resources

Allows users to navigate to the administration pages for viewing and editing resources.

Requires: Resource - Edit Administration right to view individual resources.

Type: Global

Resource - Approve Time

Allows users to approve and reject timesheets for a specific resource. The right does not include the Resource - Enter Time right.

Type: Instance

Resource - Create

Allows users to create a resource or role, and edit properties. The right allows users to create labor and nonlabor resources.

Requires: Resource - Navigate right

Type: Global

Resource - Edit

Allows users to view and edit general information, contact information, financial information, skills, and the calendar for a resource.

Requires: Resource - Navigate right

Type: Instance

Resource - Edit - All

Allows users to view and edit general information, contact information, financial information, skills, and calendar for all resources.

Requires: Resource - Navigate right

Type: Global

Resource - Edit Access Rights

Allows users to grant or revoke access rights for a specific resource.

Requires: The Resource - Edit Administration right and either the Resource - View or the Resource - View - All right

Type: Instance

Resource - Edit Administration

Allows users to edit a specific resource from administration pages.

Requires: Administration - Resources right

Type: Instance

Resource - Edit Calendar

Allows users to edit their own calendar.

Requires: Resource - Navigate right

Type: Instance

Resource - Edit Financial

Allows users to view general and financial properties, and to edit only the financial properties of a resource.

Requires: Resource - Navigate right

Type: Instance

Resource - Edit Financial - All

Allows users to view general and financial properties, and to edit only the financial properties for all resources.

Requires: Resource - Navigate right

Type: Global

Resource - Edit General

Allows users to view and edit general information, contact information, skills, and the calendar of a resource.

Requires: Resource - Navigate right

Type: Instance

Resource - Edit General - All

Allows users to view and edit properties for a resource: general information, contact details, skills, and their calendar.

Requires: Resource - Navigate right

Type: Global

Resource - Enter Time

Allows users to complete and submit timesheets for a specific resource.

Type: Instance

Resource - External Access

Allows users access to the Resources, Resource Finder, and Resource Requisitions menus and property pages under Resource Management. Control user read/write access to data on these pages by setting the instance and global access rights for resources, projects, and requisitions.

Type: Global

Resource - Hard Book

Allows users to soft and hard book a specific resource for investments to which they have view or edit rights.

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 - Navigate

Allows users to access resource management pages.

Type: Global

Resource - Soft Book

Allows users to soft book a specific resource or role to an investment.

Type: Instance

Resource - Soft Book - All

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

Type: Global

Resource - Update Skills

Allows users to create, edit, and view the skills for a specific resource to which they have Resource - View access right. The privilege also allows users to view information about the resource.

Requires: Resource - View right

Type: Global

Resource - Update Skills

Allows users to create, edit, and view the skills of all resources. The privilege also allows users to view general information of resources.

Requires: Resource - View right

Type: Global

Resource - View

Allows users to view all of information for a specific resource, except for financial information.

Type: Instance

Resource - View - All

Allows users to view information, except the financial properties of all resources.

Type: Global

Resource - View Access Rights

Allows users to view access rights for a specific resource.

Requires: Resource - View right or Resource - Edit Administration right

Type: Instance

Resource - View Book

Allows users to view bookings for a specific resource.

Type: Instance

Resource - View Book - All

Allows users to view bookings for all resources.

Type: Global

Resource - View Financial

Allows users to view general and financial information for a specific resource.

Required: Resource - Navigate right

Type: Instance

Resource - View Financial - All

Allows users to view financial properties for all resources.

Required: Resource - Navigate right

Type: Global

Scenario Access Rights (Capacity Planning)

Best Practice: Capacity planning scenarios are designed for you to view a subset of all resources or investments. Limit resources or investments through a security OBS or through instance-level resource access rights. A more manageable amount of data displays for those resources and investments you manage. Additionally, avoid accessing capacity planning scenarios as a CA Clarity PPM administrator or as a user with global access rights to all resources.

The following access rights are available to work with capacity planning scenarios:

Scenario - Edit

Allows users to edit and delete a specific scenario.

Includes: Scenario - View and the ability to delete the Scenario

Requires: Portfolio - Navigate

Type: Global

Scenario - Edit Access Rights

Allows users to edit access rights for a specific scenario.

Requires: Portfolio - Navigate right, Portfolio - View right, or Scenario - View right

Type: Instance

Scenario - Manager - Automatic

When you create a scenario, access is automatically assigned. The access allows you to view, edit, and delete scenarios that you own. You can also view, edit, and delete access for that scenario.

Type: Global

Scenario - Navigate

Allows users to view the Scenario toolbar on capacity planning scenario-enabled pages and create new scenarios.

Type: Global

Scenario - View

Allows users to view a specific scenario.

Requires: Portfolio - Navigate right or Portfolio - View right.

Type: Instance

Additional Access Rights for Requisitions

In addition to Resource access rights, you many need the following rights to manage requisitions:

Project - Attach Requisitions Resources

Lets you attach resources to requisition entries and includes adding, editing, proposing, or deleting resources from the request results page. The privilege lets users to change project statuses to "Proposed" and "Booked". This right includes the Project – View Requisitions access.

Type: Instance

Project - Create/Edit Requisitions

Allows you to create new requisitions, edit existing requisitions, and delete requisitions. Also, allows you to view the requisition resources and change a requisition status at any time. With this access right, if you also have the Project - Edit rights, then you can also accept requisitions.

Type: Global

Project - View Requisitions

Allows the user to view requisitions and the requisition resources.

Type: Global

Process - Create Definition

Allows you to create new process definitions for a requisition.

Type: Global

Process - Initiate

Allows you to start a new process instance for a requisition.

Type: Global

More information:

Manage Automated Requisition Processes