Unable to add staff to project in Modern

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

• Unable to add resources to a project in the New UX.
• When clicking the Add Staff button, some or all resources are missing.

Environment

Release : All Supported Releases

 

Cause

This can be due to missing access rights.

Resolution

Make sure the user has the required access rights as per the below :

The following business logic determines how the application adds resources and roles as staff members:

• The combination of project and booking access rights of the project manager.
• The default Booking Status setting for the Team sub object in Classic Clarity 

In the default configuration, Booking Status is set to Soft so that users with soft booking rights can add staff members.

System administrators can change the default setting to Hard to allow only users with hard booking rights to add staff members.

Access Rights	Default Booking Status is Soft	Default Booking Status is Hard
Project - edit Resource - hard booking	A staff member is added Booking Status is set to Soft	A staff member is added Booking Status is set to Hard
Project - edit Resource - soft booking	A staff member is added Booking Status is set to Soft	Cannot add a staff member
Project - view Resource - hard booking	A staff member is added Booking Status is set to Soft	A staff member is added Booking Status is set to Hard
Project - view Resource - soft booking	Cannot add a staff member	Cannot add a staff member