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Resource Planning pages access rights


Article ID: 23063


Updated On:


Clarity PPM On Premise Clarity PPM SaaS


How does one go about granting security access to the Resource Planning link under Resources? I see from the documentation that Resource - Navigate is required but what in addition to that? Some users see this and others don't, and I'm trying to understand how this privilege is granted.


Release: All



The 'Resource - Navigate' global right is not used for granting security access rights to the Resource Planning pages. Resource - Navigate (Global) allows user access to the Resource list, Resource Finder, and Requisitions pages.

Access to the Resource Planning link and the corresponding pages/portlets are included with the global rights for 'Page - View All' and 'Portlets - View All'. However, these global rights also provide access to all other pages/portlets in the system. To provide access specific to only the Resource Planning pages/portlets, grant access to the end-user through Instance Access Rights instead.

When granting Instance Access Rights, all or some of the following pages and portlets can be provided to the end-user. 

Page - View instance Rights to the following Pages:

  • Resource Planning ** Required
  • Allocations
  • Bookings
  • Capacity ** Required - due to this being the Page selected for the Resource Planning menu item under Admistration - Menu Manager - Application Menu - Resource Planning
  • Organizational Demand
  • Top Down Planning
  • Unfilled Allocations
  • Workloads

NOTE: For the Resource Planning menu link to become available, users must have both the Page - View: Resource Planning  and Page - View: Capacity instance rights. 

Portlet - View Instance Right to the following Portlets:

  • Allocation Discrepancy
  • Booking Status
  • OBS Investment Aggregation
  • OBS Resource Aggregation
  • Resource Workloads
  • Role Capacity
  • Role Capacity Histogram
  • Top Down Planning by Investment
  • Unfilled Requirements
  • Weekly Detail

To assign Instance Rights:

  1. Login to Clarity as an administrator.
  2. Administration Menu > Resources > click to edit desired Resource > Resource's Access Rights > Instance.
  3. Click 'Add' button > select 'Page' Object > click 'Next' button.
  4. Select 'Page - View' > click 'Add and Continue' button.
  5. Select the appropriate pages  > click 'Add' button.
  6. Click 'Add' button > select 'Portlet' Object > click 'Next' button.
  7. Select 'Portlet - View' > click 'Add and Continue' button.
  8. Select the appropriate portlets > click 'Add' button.

Once the access to the Resource Planning pages have been granted, the end-user will also need the appropriate Resource access rights to see specific resources on the portlets.

Additional Information

Performance in accessing these portlets are impacted when granting instance rights to the Resource planning portlets.  The factors that influence the performance include the amount of data and the additional columns configured in the portlets.-- Reference Performance Issue in Resource Planning Portlets for users with 'Instance' or 'OBS' access in PPM