Prerequisites for Resource Management

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Prerequisites for Resource Management

As a resource manager, work with your administrator to complete the following checklist:

Verify with your administrator that scheduled jobs are running properly. If any data fails to appear 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 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
To create, view, or edit resource properties, verify with your administrator that you have the following access rights:
- Administration - Resources
- Resource - Create
- Resource - Edit
- Resource - Edit - All
- Resource - Edit Access Rights
- Resource - Edit Administration
- Resource - Edit Financial
- Resource - Edit Financial - All
- Resource - Edit General
- Resource - Edit General - All
- Resource - Enter Time
- Resource - Hard Book
- Resource - Hard Book - All
- Resource - Navigate
- Resource - Soft Book
- Resource - Soft Book - All
- Resource - Update Skills
- Resource - Update Skills - All
- Resource - View
- Resource - View - All
- Resource - View - Access Rights
- Resource - View - Financial
- Resource - View Financial - All
To work with capacity planning scenarios, verify that you have the following access rights:
- Scenario - Edit
- Scenario - Edit Access Rights
- Scenario - Manager - Automatic
- Scenario - Navigate
- Scenario - View
You can 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.

Capacity planning scenarios allow you to make what-if changes without impacting the plan of record data. Your access rights apply to the portlet that you view. If you select a scenario, the same access rights apply with the addition that you can view scenario data.
To manage requisitions, verify with your administrator that you have the following rights:
- Project - Attach Requisitions Resources
- Project - Create/Edit Requisitions
- Project - View Requisitions
- Process - Create Definition
- Process - Initiate