Unable to add staff to project in New UX

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Article ID: 198684

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Updated On:

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.

Cause

This can be due to missing access rights.

Environment

Release : All Supported Releases

Component : CA PPM Resource Management

Resolution

Make sure the user has the required access rights as per the below (as referenced at Access Rights for Using the Staff Grid)

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

Additional Information

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