Delete Resources / Users from Clarity - Is this Possible?

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

There are times when Clarity administrators are requested to remove / purge resources from the system. Is it possible to delete Resources or Users?

Example: We want to purge some of the resources (who have been terminated prior to “x” number of years) from Clarity.

Environment

Release: All Supported Releases
Component: Clarity Resource Management

Resolution

Deleting / Purging Resources or Users is not possible through the user interface by design to keep data integrity intact. Direct database action is not supported as this is high-risk, and could render the underlying data-set as unusable. Deletion of certain data, could potentially be in violation of Sarbanes-Oxley, federal audits, or other corporate review boards.

In scenarios where a Resource/User is requested to be removed, the current Best Practice method is the following:

1. Deactivate and lock the resource and user respectively in the application on both the Administration and Home properties page
   • Other users cannot assign deactivated resources or roles to tasks.
   • The inactive resource or role continues to appear in the resource list unless you filter it out. 

     1. To inactivate a user from both the Administration and Home->Resources side

        1. In the Clarity Menu, go to Administration, and from Organization and Access, click Resources.
        2. Click on a Clarity Resource
        3. Update the status to the appropriate level (inactive or locked)
           • Active: (Default) Activates and enables the resource for assignment projects.
           • Inactive: Deactivates and prevents the resource from being assigned to projects unless the filter is set to display inactive resources.
           • Lock: Prevents the resource from logging in to Clarity.
        4. This will inactivate the user from Home->Resources as well.

     2. To inactivate the user only from Home->Resources

        1. Open Home, and from Resource Management, click Resources.
        2. Open the resource or role.
        3. Clear the Active check box, and click Save.
   • Change the resource name (or resource ID if not financially enabled).
     1. Once a resource has become financially enabled the resource ID field becomes locked and cannot be changed.
     2. Reference Is it possible to change a Resource ID??
   • Clearly mark the deactivated Resource names with "DO NOT USE" or your own variant, as part of the update
   • Remove security access rights associated with the user profile to release the licensing count reported on the License Information Portlets.

Additional Information

Is there a way to Lock invalid licenses/users in bulk in Clarity?