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Project Manager Auto Rights to Financials

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Article ID: 227014

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS STARTER PACK-CLARITY PPM

Issue/Introduction

  • Is there a reason the PM automatic rights don’t grant any rights to the financials.
  • Project - Cost Plan - Edit, Project - Edit Financial, Project - Financial Plan – Submit.
  • Do we need to grant these separately at the instance level to the Project Managers

Environment

Release : Any

Resolution

  • The access rights are separate with Financials and Cost Plans, due to the high sensitivity of the cost data.
  • We recommend using instance rights for the Project managers if they are the ones who usually access the finance.
  • We do not recommend Global rights due to the nature of the data.
  • The instance right can be added via XOG automatically upon creation via a process.