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 - ResourcesAllows users to navigate to the administration pages for viewing and editing resources.Requires:Resource - Edit Administrationright to view individual resources.Type:Global
- Resource - Approve TimeAllows users to approve and reject timesheets for a specific resource. The right does not include theResource - Enter Timeright.Type: Instance
- Resource - CreateAllows users to create a resource or role, and edit properties. The right allows users to create labor and nonlabor resources.Requires:Resource - NavigaterightType:Global
- Resource - Delete - All: Allows user to delete inactive resources or roles (but not teams). Includes theResource - View - Allglobal access right.Type: Global
- Resource - EditAllows users to view and edit general information, contact information, financial information, skills, and the calendar for a resource.Requires:Resource - NavigaterightType:Instance
- Resource - Edit - AllAllows users to view and edit general information, contact information, financial information, skills, and calendar for all resources.Requires:Resource - NavigaterightType: Global
- Resource - Edit Access RightsAllows users to grant or revoke access rights for a specific resource.Requires:TheResource - Edit Administrationright and either theResource - Viewor theResource - View - AllrightType: Instance
- Resource - Edit AdministrationAllows users to edit a specific resource from administration pages.Requires:Administration - ResourcesrightType: Instance
- Resource - Edit CalendarAllows users to edit their own calendar.Requires:Resource - NavigaterightType: Instance
- Resource - Edit Financial - AllAllows users to view general and financial properties, and to edit only the financial properties for all resources.Requires:Resource - NavigaterightType:Global
- Resource - Edit GeneralAllows users to view and edit general information, contact information, skills, and the calendar of a resource.Requires:Resource - NavigaterightType:Instance
- Resource - Edit General - AllAllows users to view and edit properties for a resource: general information, contact details, skills, and their calendar.Requires:Resource - NavigaterightType:Global
- Resource - Enter TimeAllows users to complete and submit timesheets for a specific resource.Type: Instance
- Resource - External AccessAllows users access to the Resources, Resource Finder, and Resource Requisitions menus and property pages under Resource Management inClassic 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 BookAllows users to soft and hard book a specific resource for investments to which they have view or edit rights.Type:Global
- Resource - Hard Book - AllAllows users to soft and hard book all resources for investments to which they have view or edit rights.Type:Global
- Resource - NavigateAllows users to access resource management pages.Type: Global
- Resource - Soft BookAllows users to soft book a specific resource or role to an investment to which they have edit rights.Type:Instance
- Resource - Soft Book - AllAllows 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 SkillsAllows 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 - Viewright for the resourceType:Global
- Resource - Update SkillsAllows users to create, edit, and view the skills of all resources. The right also allows users to view general information of resources.Requires:Resource - ViewrightType:Global
- Resource - ViewAllows users to view all of information for a specific resource, except for financial information.Type:Instance
- Resource - View - AllAllows 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 RightsAllows users to view access rights for a specific resource.Requires:Resource - Viewright orResource - Edit AdministrationrightType: Instance
- Resource - View BookAllows users to view bookings for a specific resource.Type:Instance
- Resource - View Book - AllAllows users to view bookings for all resources.Type: Global
- Resource - View FinancialAllows users to view general and financial information for a specific resource.Required:Resource - NavigaterightType: Instance
- Resource - View Financial - AllAllows users to view financial properties for all resources.Required:Resource - NavigaterightType: Global
- Resource Management - NavigateAllows user access to the resource management pages inClarity. 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 inClarity. Includes theTeam - View - Allglobal 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 - AllLets 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 toProposedandBooked. This right includes theProject - View Requisitionsaccess right.Type:Global
- Project - Create/Edit Requisitions - AllAllows 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 theProject - Editrights, then you can also accept requisitions.Type:Global
- Project - View Requisitions - AllAllows the user to view requisitions and the requisition resources.Type:Global
- Process - Create DefinitionAllows you to create new process definitions for a requisition.Type:Global
- Process - InitiateAllows 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 - EditAllows users to edit and delete a specific scenario.Includes:Scenario - Viewand the ability to delete the ScenarioRequires:Portfolio - NavigateType:Global
- Scenario - Edit Access RightsAllows users to edit access rights for a specific scenario.Requires:Portfolio - Navigateright,Portfolio - Viewright, orScenario - ViewrightType:Instance
- Scenario - Manager - AutomaticWhen 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 - NavigateAllows users to view the Scenario toolbar on capacity planning scenario-enabled pages and create new scenarios.Type:Global
- Scenario - ViewAllows users to view a specific scenario.Requires:Portfolio - Navigate right orPortfolio - Viewright.Type:Instance