How to Get Started with Resource Management › Resource Management: Prerequisites

Resource Management: Prerequisites

As a resource manager, complete the prequisites in the following checklist:

• Verify with your administrator that scheduled jobs are running properly.
• If any data fails to display in the expected ways on a page or in a report, contact your administrator.

  Note: The failure of certain jobs can affect the appearance of your data. For example, the Time Slicing job can affect the resource management data or the performance of the application. When the Time Slicing job fails to run, time-sliced data shown on resource planning pages cannot display properly.

• To enable financial properties for resources and roles, verify that you have the following access right:
  • Resource - Navigate
• To edit financial attributes for a specific resource or role, verify that you have one of the following access rights:
  • Resource - Edit
  • Resource - Edit Financial
• To edit financial attributes for all resources and roles, verify that you have one of the following access rights:
  • Resource - Edit - All
  • Resource - Edit Financial - All
• Verify with your administrator that you have the access rights to create, view, or edit resource properties. Refer to the Access Rights Reference Guide to configure the required rights.
• Verify with your administrator that you have the following access rights to work with capacity planning scenarios:
  • Scenario - Edit
  • Scenario - Edit Access Rights
  • Scenario - Manager - Automatic
  • Scenario - Navigate
  • Scenario - View

  Note: Capacity planning scenarios are designed for you to view a subset of all resources or investments. As a best practice, limit resources or investments through a security OBS or through instance-level resource access rights. A more manageable amount of data appears for the 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.

• Verify with your administrator that you have the following rights to manage requisitions:
  • Project - Attach Requisitions Resources
  • Project - Create/Edit Requisitions
  • Project - View Requisitions
  • Process - Create Definition
  • Process - Initiate