How can we make a Private Rate Matrix Public?

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Our only rate matrix has been marked as a Private Rate Matrix. I am logged into the application as the administrator and the Rate Matrix is not accessible. I need to find out who has permissions to access this private matrix so that I can have permission to edit the matrix or the owner can convert it to a public matrix.

This article will describe how to identify who has permissions on the matrix so that you can contact that user for granting access or changing it to a public matrix. 

Environment

Release: All Releases
Component: Financial Management 

Resolution

Only the Resources that have been given Access Permissions to the matrix, and have active financial properties defined will have the ability to change it from a Private Matrix to a Public Matrix by doing the following steps:

1. Using the Query below, query the database to find out who has permissions to this matrix
2. Check to ensure the user has active, financial properties defined on their Resource Financial Properties page
3. Have one of the assigned users, login to the application 
4. Navigate to Administration Menu, Financial: Manage Matrix, Click the Matrix Name
5. On the Matrix General Properties page, click 'Assign Permissions' button
6. Either add the other user to grant permission or click 'Make Public' button

NOTE: If the list of assigned users don't have ACTIVE financial properties, they will see the matrix, but won't be able to edit the matrix. 

Query:

Note : the table name seems misspelled, but it is the correct name of the table

SELECT pm.description MatrixName , u.user_name

FROM PAC_MNT_MATRIX_PERMISIONS p, ppa_matrix pm, cmn_sec_users u

WHERE 1=1 

and p.matrix_id = pm.matrixkey

and p.user_id = u.id