Demand Management Access Rights

You require the following demand management access rights to work with this category:
ccppmod1561
You require the following demand management access rights to work with this category:
Idea Access Rights
The following access rights are required to work with ideas:
  • Idea - Approve - All
    Lets you approve all ideas.
    Type:
    Global
  • Idea - Approve
    Allows user to approve a specific idea.
    Type
    : Instance
  • Ideas - Create
    Allows you to create instances of the idea object. The right includes the Ideas - Navigate access.
    Type
    : Global
  • Idea - Edit - All
    Lets you edit all ideas. The access right includes the Idea - View access and the ability to delete all ideas.
    Type
    : Global
  • Idea - Edit
    Allows user to edit a specific idea. The access right includes the
    Idea - View
    access right and the ability to delete a specific idea. The right does not include the
    Ideas - Navigate
    access right.
    Type
    : Instance
  • Idea - Edit Access Rights - All
    Lets you edit the access rights for all ideas. The right does not include the Ideas - Navigate or Idea - View access.
    Type
    : Global
  • Idea - Edit Access Rights
    Allows user to edit the access rights for a specific idea. The right does not include the
    Ideas - Navigate
    or
    Idea - View
    access rights
    Type
    : Instance
  • Idea - Hierarchy - Parents - Add - All
    Lets you add investments to the Parent Hierarchy for any idea.
    Type
    : Global
  • Idea - Hierarchy - Parents - Add
    Allows users to add investments to the Parent Hierarchy for a specific idea.
    Type
    : Instance
  • Idea - Hierarchy - Parents - Edit - All
    Lets you edit investments in the Parent Hierarchy for any idea.
    Type
    : Global
  • Idea - Hierarchy - Parents - Edit
    Allows users to edit investments in the Parent Hierarchy for a specific idea.
    Type
    : Instance
  • Idea - Hierarchy - Parents - View - All
    Lets you view investments in the Parent Hierarchy for any idea.
    Type
    : Global
  • Idea - Hierarchy - Parents - View
    Allows user to view investments in the Parent Hierarchy for a specific idea.
    Type
    : Instance
  • Idea - Initiator (Auto)
    The right is automatically granted to the initiator of the idea.
    Type
    : Instance
  • Idea - Manager (Auto)
    The right is automatically granted to the manager of the idea. The right includes the
    Idea - Hierarchy - Parents - View
    access right. Users with the right can edit existing staff allocations.
    Type
    : Instance
  • Ideas - Navigate
    Lets the user navigate to the Ideas pages to include the right to view the Ideas link.
    Type
    : Global
  • Idea - View
    Allows user to view a specific idea. The right does not include the
    Ideas - Navigate
    access right.
    Type
    : Instance
  • Idea - View - All
    Lets you view all ideas. The right includes the Ideas - Navigate access.
    Type
    : Global
  • Idea - Hierarchy - Parents - View - All
    Lets you view investments in the Parent Hierarchy for any idea.
    Type
    : Global
  • Idea - Hierarchy - Parents - View
    Allows user to view investments in the Parent Hierarchy for a specific idea.
    Type
    : Instance
  • Idea - View - All
    Lets you view all ideas. The right includes the Ideas - Navigate access.
    Type
    : Global
  • Idea - View
    Allows user to view a specific idea. The right does not include the
    Ideas - Navigate
    access right.
    Type
    : Instance
  • Ideas - Create
    Allows you to create instances of the idea object. The right includes the Ideas - Navigate access.
    Type
    : Global
  • Ideas - Navigate
    Lets the user navigate to the Ideas pages to include the right to view the Ideas link.
    Type
    : Global
  • Idea Management - Navigate
    Allows user access to the Idea Management page in the new user experience. The user will only be able to view information for ideas to which they have access.
    Type
    : Global
Resource Roles (Idea)
No idea-specific roles exist in 
Clarity PPM
. You can add the appropriate roles to work with ideas based on the instance and global access rights provided. For example, you can set up the following roles to work with ideas:
  • Manager
    The idea manager has implicit access rights to the ideas created.
  • Approver
    The approver of the idea has access to approve or reject ideas, or to set ideas as incomplete.
Resource Access Rights (Idea)
The following resource rights are also available when managing ideas:
  • Resource - Approve Ideas
    Allows the user to approve Ideas for a specific Resource. Includes the
    Resource - Edit Ideas
    access right.
    Type
    : Instance
  • Resource - Approve Ideas - All
    Lets the user approve Ideas for all Resources. Includes the
    Resource - Edit Ideas - All
    access right.
    Type
    : Global
  • Resource - Edit Ideas
    Allows the user to edit and delete ideas for a specific Resource. Includes the
    Resource - View Ideas
    access right but not the
    Ideas - Navigate
    access right.
    Type
    : Instance
  • Resource - Edit Ideas - All
    Allows the user to edit and delete ideas for all resources and the
    Resource - View Ideas - All
    access right.
    Type
    : Global
  • Resource - Enter Time
    The right allows the user to complete, submit, and reject timesheets for a resource. The
    Timesheets link appears on the Personal page.
    Type
    : Instance
  • Resource - Self (Auto)
    The right is automatically granted to the resource and includes the
    Resource - Edit Ideas
    access right.
    Type
    : Instance
  • Resource - View Ideas
    Allows the user to view ideas for a specific resource. Includes the ability to delete Ideas, but does not include the
    Ideas - Navigate
    access right.
    Type
    : Instance
  • Resource - View Ideas - All
    Allows the user to view ideas for all resources. Includes the ability to delete ideas and the
    Ideas - Navigate
    access right.
    Type
    : Global
Financial Access Rights for Ideas
You require the following access rights to work with the financial plans for ideas:
  • Idea - View Financial Information All
    Allows resources to view financial properties of all ideas.
    Idea - Edit Financial Information All
    Allows resources to edit financial properties of all ideas. This right allows the resource to view the Financial subpage only for those ideas to which the resource has access. This access right does not allow the resource to view all the ideas.
  • Idea - Benefit Plan - Edit All
    Allows resource to edit all the Idea benefit plans.
  • Idea - Benefit Plan - View All
    Allows resource to view all the Idea benefit plans.
  • Idea - Budget Plan - Approve All
    Allows resource to approve all the Idea budget plans.
  • Idea - Budget Plan - Edit All
    Allows resource to edit all the Idea budget plans.
  • Idea - Budget Plan - View All
    Allows resource to view all the Idea budget plans.
  • Idea - Cost Plan - Edit All
    Allows resource to edit all the Idea cost plans.
  • Idea - Cost Plan - View All
    Allows resource to view all the Idea cost plans.
  • Idea - Financial Plan - Submit All for Approval
    Allows resource to submit all the Idea financial plans for approval.
Incident Access Rights
Incidents are typically short-lived. You can have many incidents at any given time. The access rights to incidents are governed from incident categories. You can see only the incidents that are mapped to categories to which you have access rights. Your 
Clarity PPM
 administrator can assign access rights to incidents, or the Incident Manager can assign access rights within the incident instance.
You require the following access rights to work with incidents and incident categories:
  • Incidents - Access
    Allows the user to access the incident pages.
    Type
    : Global
  • Incidents - Administrate
    Allows the user to access the incident administration pages, and administer the category-investment mapping, category-group mapping, and priority setup.
    Type
    : Global
  • Incidents - Create
    Allows the user to create and edit incidents, giving limited access to the incident properties. Includes the
    Incidents - Access
    access right.
    Type
    : Global
  • Incident - Create/Edit
    Allows the user to create new incidents and edit a specific incident.
    Type
    : Instance
  • Incidents - Create/Edit - All
    Allows the user to create and edit incidents on the incident pages. Includes the
    Incidents - Access
    and
    Incidents - Select Category - All
    access rights.
    Type
    : Global
  • Incidents - Manage Category Incidents
    Allows the user to manage incidents that are mapped to a specific category. Includes the
    Incidents - Select Category
    access right.
    Type
    : Instance
  • Incidents - Override Priority
    Allows the user to override the priority of the incident to which the user has access. Resources with the access right can view the Override Priority field on the Incident Properties page.
    Type
    : Global
  • Incidents - Select Category
    Allows a resource to select a specific incident category.
    Type:
    Instance
  • Incidents - Select Category - All
    Allows the user to select all categories on the incident pages. Includes the
    Incidents - Access
    access right.
    Type
    : Global
Resource Roles (Incident)
No default incident-specific roles exist. You can add the appropriate roles to work with incidents based on the instance and global access rights provided. For example, you can set up the roles in the following table to work with incidents:
Role
Role Description
Access Right
IT Administrator
Assign this role to resources responsible for setting up, administering, and mapping incident categories and financial settings for incidents from the Administration menu. Resources with this role are also responsible for assigning investments to incident categories. IT administrators determine which resources need incident access rights and the incident access rights that requires to be granted to the resources.
Incidents - Administrate; Administration - Access
IT Manager
Assign this role to resources responsible for assigning incidents. With this role, a resource can view new incidents, assign them to IT workers, and when necessary, reassign unresolved incidents to another resource or group.
Incidents - Create/Edit - All
IT Worker
Assign this role to resources responsible for working on and resolving incidents. With this role, a resource can create, view and assign appropriately all incidents within a specific set of incident categories. The default page that appears for an IT worker is Assigned to Me. This page displays those incidents that have been assigned to the IT worker. When an incident requires converting into a project or a project task, the IT worker flags the incident for conversion.
Incidents - Manage Category Incidents
Requestor
Assign this role to resources responsible for logging new incidents. With this role, a resource can view a prioritized work queue and record information about the nature of work that is performed against the reported incident. Those incidents that are logged by a requestor are displayed on the Reported by Me page. When a requestor is assigned to an incident, the Assigned to Me page appears and displays a list of those incidents.
Requestors have a limited view of the incident properties. They can view the incident public notes, tracking ID, short description, detailed description, type, and category.
Incidents - Create; either Incidents - Select Category - All or,
Incidents - Select Category for at least one incident category