This section contains the following topics:
Scenario Access Rights (Capacity Planning)
Additional Access Rights for Requisitions
The following access rights allow you to create, view, and edit resource properties.
Allows users to navigate to the administration pages for viewing and editing resources.
Requires: Resource - Edit Administration right to view individual resources.
Type: Global
Allows users to approve and reject timesheets for a specific resource. The right does not include the Resource - Enter Time right.
Type: Instance
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
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
Allows users to view and edit general information, contact information, financial information, skills, and calendar for all resources.
Requires: Resource - Navigate right
Type: Global
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
Allows users to edit a specific resource from administration pages.
Requires: Administration - Resources right
Type: Instance
Allows users to edit their own calendar.
Requires: Resource - Navigate right
Type: Instance
Allows users to view general and financial properties, and to edit only the financial properties of a resource.
Requires: Resource - Navigate right
Type: Instance
Allows users to view general and financial properties, and to edit only the financial properties for all resources.
Requires: Resource - Navigate right
Type: Global
Allows users to view and edit general information, contact information, skills, and the calendar of a resource.
Requires: Resource - Navigate right
Type: Instance
Allows users to view and edit properties for a resource: general information, contact details, skills, and their calendar.
Requires: Resource - Navigate right
Type: Global
Allows users to complete and submit timesheets for a specific resource.
Type: Instance
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
Allows users to soft and hard book a specific resource for investments to which they have view or edit rights.
Type: Global
Allows users to soft and hard book all resources for investments to which they have view or edit rights.
Type: Global
Allows users to access resource management pages.
Type: Global
Allows users to soft book a specific resource or role to an investment.
Type: Instance
Allows users to soft book any resource for investments to which they have view or edit rights.
Type: Global
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
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
Allows users to view all of information for a specific resource, except for financial information.
Type: Instance
Allows users to view information, except the financial properties of all resources.
Type: Global
Allows users to view access rights for a specific resource.
Requires: Resource - View right or Resource - Edit Administration right
Type: Instance
Allows users to view bookings for a specific resource.
Type: Instance
Allows users to view bookings for all resources.
Type: Global
Allows users to view general and financial information for a specific resource.
Required: Resource - Navigate right
Type: Instance
Allows users to view financial properties for all resources.
Required: Resource - Navigate right
Type: Global
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:
Allows users to edit and delete a specific scenario.
Includes: Scenario - View and the ability to delete the Scenario
Requires: Portfolio - Navigate
Type: Global
Allows users to edit access rights for a specific scenario.
Requires: Portfolio - Navigate right, Portfolio - View right, or Scenario - View right
Type: Instance
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
Allows users to view the Scenario toolbar on capacity planning scenario-enabled pages and create new scenarios.
Type: Global
Allows users to view a specific scenario.
Requires: Portfolio - Navigate right or Portfolio - View right.
Type: Instance
In addition to Resource access rights, you many need the following rights to manage requisitions:
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
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
Allows the user to view requisitions and the requisition resources.
Type: Global
Allows you to create new process definitions for a requisition.
Type: Global
Allows you to start a new process instance for a requisition.
Type: Global
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