Resource Manager is unable to see Propose Button in Requisition

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

• While creating Requisition, if we select a Booking Manager and then we log in with the Booking Manager, we are unable to see Propose Button.
• What access is required in order to see the Propose button?

Environment

Release : All Supported Releases

Component : CA PPM SAAS RESOURCE MANAGEMENT

Resolution

Step 1. Check to ensure the user has one of the below Access Rights:

1. Soft or Hard booking rights 
   • Note: User will have to click on the Requisition to see the propose button.
   • From the requisition list, they won't see the Propose button, but will see the Book button.

OR

     2. Project - Create/Edit Requisitions

• • This can be granted at instance, OBS or global level
  • It allows the users to see the Propose button from both the requisition list and requisition
  • The right allows a user to:
    • Create new requisitions
    • Edit existing requisitions
    • Delete requisitions
    • With this access right, if you also have the Project - Edit rights, then you can also accept requisitions.
    • See Resource Management Access Rights where this is referenced for more details 

Step 2. Check the Requisition Status to make sure it is in Open Status

• The user with appropriate access right should see the Propose button once the requisition is in Open status.
• It won't display for the requisition if the status is "New".

Additional Information

See KB: 141061 for tips on how to optimize use of Self Service for Clarity PPM