Clarity - 15.8.1 (On-Premise and SaaS)

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Resource Management Access Rights

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This page lists the required access rights for resource management, requisitions, and capacity planning scenarios.
Resource Access Rights
The following access rights allow you to create, view, and edit resource properties:
  • Administration - Resources
    Allows users to navigate to the administration pages for viewing and editing resources.
    Requires:
    Resource - Edit Administration
     right to view individual resources.
    Type:
    Global
  • Resource - Approve Time
    Allows users to approve and reject timesheets for a specific resource. The right does not include the
    Resource - Enter Time
     right.
    Type
    : Instance
  • Resource - Create
    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
  • Resource - Delete - All
    : Allows user to delete inactive resources or roles (but not teams). Includes the 
    Resource - View - All
     global access right.
    Type
    : Global
  • Resource - Edit
    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
  • Resource - Edit - All
    Allows users to view and edit general information, contact information, financial information, skills, and calendar for all resources.
    Requires:
    Resource - Navigate
     right
    Type
    : Global
  • Resource - Edit Access Rights
    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
  • Resource - Edit Administration
    Allows users to edit a specific resource from administration pages.
    Requires:
    Administration - Resources
     right
    Type
    : Instance
  • Resource - Edit Calendar
    Allows users to edit their own calendar.
    Requires:
    Resource - Navigate
     right
    Type
    : Instance
  • Resource - Edit Financial - All
    Allows users to view general and financial properties, and to edit only the financial properties for all resources.
    Requires:
    Resource - Navigate
    right
    Type:
    Global
  • Resource - Edit General
    Allows users to view and edit general information, contact information, skills, and the calendar of a resource.
    Requires:
    Resource - Navigate
    right
    Type:
     Instance
  • Resource - Edit General - All
    Allows users to view and edit properties for a resource: general information, contact details, skills, and their calendar.
    Requires:
    Resource - Navigate
    right
    Type:
     Global
  • Resource - Enter Time
    Allows users to complete and submit timesheets for a specific resource.
    Type
    : Instance
  • Resource - External Access
    Allows users access to the Resources, Resource Finder, and Resource Requisitions menus and property pages under Resource Management in
    Classic PPM
    . Controls user read/write access to data on these pages by setting the instance and global access rights for resources, projects, and requisitions.
    Type:
    Global
  • Resource - Hard Book
    Allows users to soft and hard book a specific resource for investments to which they have view or edit rights.
    Type:
    Global
  • Resource - Hard Book - All
    Allows users to soft and hard book all resources for investments to which they have view or edit rights.
    Type:
    Global
  • Resource - Navigate
    Allows users to access resource management pages.
    Type
    : Global
  • Resource - Soft Book
    Allows users to soft book a specific resource or role to an investment to which they have edit rights.
    Type:
    Instance
  • Resource - Soft Book - All
    Allows a user to soft book resources to investments for which the user has project management edit rights (
    Project - Edit Management
    ) or investment edit rights. The right also allows the user to edit or remove any soft-booking for the specified resource.
    Type
    : Global
  • Resource - Update Skills
    Allows users to create, edit, and view the skills for a specific resource. This right also allows users to view information about the resource.
    Requires:
    Resource - View
     right for the resource
    Type:
    Global
  • Resource - Update Skills
    Allows users to create, edit, and view the skills of all resources. The right also allows users to view general information of resources.
    Requires:
    Resource - View
     right
    Type:
    Global
  • Resource - View
    Allows users to view all of information for a specific resource, except for financial information.
    Type:
    Instance
  • Resource - View - All
    Allows users to view information, except the financial properties of all resources. This right is also required for an advanced user or manager to mark a resource or role for deletion in the system.
    Type:
     Global
  • Resource - View Access Rights
    Allows users to view access rights for a specific resource.
    Requires:
    Resource - View
     right or
    Resource - Edit Administration
     right
    Type
    : Instance
  • Resource - View Book
    Allows users to view bookings for a specific resource.
    Type:
    Instance
  • Resource - View Book - All
    Allows users to view bookings for all resources.
    Type
    : Global
  • Resource - View Financial
    Allows users to view general and financial information for a specific resource.
    Required
    :
    Resource - Navigate
    right
    Type
    : Instance
  • Resource - View Financial - All
    Allows users to view financial properties for all resources.
    Required
    :
    Resource - Navigate
    right
    Type
    : Global
  • Resource Management - Navigate
    Allows user access to the resource management pages in
    Clarity
    . The user can only view resource information for resources to which the user has access.
    Type
    : Global 
  • Team - Delete - All
    : Allows user to delete teams in
    Clarity
    . Includes the 
    Team - View - All
     global access right.
    Type
    : Global
Additional Access Rights for Requisitions
In addition to the Resource access rights, you may need the following rights to manage requisitions:
  • Project - Attach Requisitions Entry Resources - All
    Lets you attach resources to requisition entries and includes adding, editing, proposing, or deleting resources from the request results page. This right lets users change project status to
    Proposed
     and
    Booked
    . This right includes the
    Project - View Requisitions
     access right.
    Type:
    Global
  • Project - Create/Edit Requisitions - All
    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
  • Project - View Requisitions - All
    Allows the user to view requisitions and the requisition resources.
    Type:
    Global
  • Process - Create Definition
    Allows you to create new process definitions for a requisition.
    Type:
    Global
  • Process - Initiate
    Allows you to start a new process instance for a requisition.
    Type:
    Global
Scenario Access Rights (Capacity Planning)
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 
Classic 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:
  • Scenario - Edit
    Allows users to edit and delete a specific scenario.
    Includes:
    Scenario - View
    and the ability to delete the Scenario
    Requires:
    Portfolio - Navigate
    Type:
    Global
  • Scenario - Edit Access Rights
    Allows users to edit access rights for a specific scenario.
    Requires:
    Portfolio - Navigate
    right,
    Portfolio - View
     right, or
    Scenario - View
     right
    Type:
    Instance
  • Scenario - Manager - Automatic
    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
  • Scenario - Navigate
    Allows users to view the Scenario toolbar on capacity planning scenario-enabled pages and create new scenarios.
    Type:
    Global
  • Scenario - View
    Allows users to view a specific scenario.
    Requires:
     Portfolio - Navigate right or
    Portfolio - View
     right.
    Type:
    Instance