"View Only" Role for Staffing Plan Page
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"View Only" Role for Staffing Plan Page

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Article ID: 218654

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

Is there a way to setup a view only access right for the Modern User Experience (UX) Staffing Plan page in Clarity?

If I give a user the Global rights to the below: 

  • Staffing - Navigate
  • Resource - View all

Then they can get to the Staffing Plan page but there is no data. If I give the user access: Resource - Soft Book All, the data will show up in the Staffing Plan page, but now they are able to add resources to investments.

What permissions should I be granting to give a Read Only view of the Staffing Plan page?

Environment

Release : 15.9.2 - 16.0.3

Resolution

Investments-to-Resources

To grant view only access to the Investments to Resources portlet, below are the rights needed:

  • Project - View Management
  • Resource - View 
  • Resource Forecast Rate - View
  • Staffing - Navigate

To see this portlet, when the user logs into to Staffing, they may have to click on the Resources to Investments portlet header, and that will switch them over to Investments to Resources. 

Resources-to-Investments

  • For the Resources to Investments portlet/view, it's not possible to grant view only access. 

Additional Information

  • Note: Staffing Plan is the legacy page which may eventually be deprecated
  • We recommend to move towards using the new Staffing Workplace