Not able to see OBS Section for Roles

Article Id: 125585

Status: Published

Updated On: 27-03-2020 09:41

Products:

Clarity PPM On Premise , Clarity PPM On Premise , Clarity PPM SaaS

Issue/Introduction:

I am not able to see OBS Section to update department for roles created in Clarity PPM.
Is there a way to assign a department OBS to roles (generic resources)?

Environment:

Release: All Supported Releases
Component: PPMRSM

Resolution:

Setting up Location or Department OBSs for roles is not possible because Roles are not allowed to book actual financial transactions.

See the following Tech Tip for more details: Tuesday Tip: Cost Plans Grouped by Role and Location OBS Unit -OR- Role and Department OBS Unit

2. However, you can create non financial OBSs for roles. (Make sure your OBS is associated with the Resource object)

3. Additionally, if you are looking to set up varying rates for the same role on a project, see KB000102286 utilizing the staff obs at the team level for roles.

Additional Information:

See KB: 187487 - Known OBS (Organizational Breakdown Structure) KBs (including missing OBSs)
See KB: 141061 for tips on how to optimize use of Self Service for Clarity PPM