How to grant access to a resource to assign specific staff/individual resources to a project in Clarity under their group / organization without having to grant the Resource - Hard Book – All Global Access Rights (which grants access to all resources.)
Release: All Supported Releases
Component: Clarity Resource Management
You can grant the Resource - Hard book access at the OBS Level or instance level that can help narrow down the rights.
Important: Granting access at these levels can slow down performance accessing Resource planning portlet pages. See the following KB for more details and tips to avoid the issue: Resource Planning portlets slow with 'Instance' or 'OBS' access
Additionally, if the user is a Resource Manager for the user they are trying to book a resource to, they will already have access as long as they have project - view rights to the project.
Prerequisite: The resources that the user will need access to should be first associated with the OBS. Example, if using the Department OBS, populate the OBS value for the users.
At the instance level, it provides the ability manually select the users that this resource can see.
Note: The hard book access right grants gives the user the ability to soft or hard book the resources to any investment they have view management access to.