Resource Manager unable to add resources into project

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

A resource manager cannot add Resource Manager's resources into the project manager's (PMs) project

Cause

View access to the project is required at a minimum in addition to the Resource Manager (Auto) rights.  See Add / Book team members - access required for more details.

Environment

Release : All Supported

Component : Clarity Resource Management

Resolution

Grant the resource manager project view access to the project (This can be done at the instance, OBS, or Global level, and can be done for the specific resource or within a group to make the change for all users). 

Make sure the user logs in and logs back out for rights to refresh after the access is granted.

Additional Information

See also:

• Resource Management Access Rights - information on access rights on techdocs
• Add / Book team members - access required - Knowledge article on the different combination of access rights that will allow a user to add a team member

For the Modern UX, see: Unable to add staff to project in New UX