Microsoft Project Desktop Scheduler › How to Set up Microsoft Project 2013 and 2010 with CA Clarity PPM › User Access Rights

User Access Rights

The following access rights are required to create and manage projects using CA Clarity PPM with Microsoft Project.

To open a project

• Project - View Management (Read-Only), or
• Project - Edit Management (Read/Write)

To create a project

• Project - Create

To display resources and roles to which you have been granted access rights

• Resource - Soft Book - All
• Resource - Hard Book - All

To change the allocations of a resource

• Resource - Soft Book
• Resource - Hard Book

  Note: You must have Hard Book rights to change the allocation of a resource who was hard-booked.

To set the baseline of a project:

• Project - Edit Management
• Project - Modify Baseline

  If you are granted the Project - Modify Baseline right at the instance or organizational breakdown structure (OBS) level, you are implicitly granted the Project - Edit Management right. If you are granted the Project - Modify Baseline - All right at the global level, you are not granted the Project - Edit Management - All right. You must also explicitly be granted the Project - Edit right and the Project - Edit Management right to set the baseline on a specific project.

Configure the Settings

Configure the following settings before you install Microsoft Project Interface:

• Set the browser options.
• Set the trust center level in Microsoft Project.
• Configure options in Microsoft Project.