Changing the default allocation / booking status from "soft" to "hard"

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Article ID: 194159

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Updated On:

Products

Clarity PPM SaaS

Issue/Introduction

  • Is there any way to change the default allocation of a resource to a project from "soft" to "hard"?
  • In other words, when a project manager assigns a resource to their project can the initial state of the allocation be "hard" instead of "soft"?

Environment

Release : All Supported Releases

Component : CA PPM SAAS APPLICATION

Resolution

The below two requirements are needed for a resource to be able to hard book a user by default:

1. Set the Default value for Booking Status to Hard on Team object:

  • Navigate to Administration -> Objects->Team
  • Click on the Attributes tab
  • Click on the Booking Status attribute
  • Set the Default to "Hard" and Save

2. User also needs to have Resource - Hard Book Access to the resource they are adding to the team. 

  • If they have soft booking access to the resource, and not hard, then the resource will be added as "Soft" booked

Additional Information

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