(API-1007) In the Staffing Workspace Timeline, a user with 'Access View' only for Staff fields is not able to add new allocation records
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(API-1007) In the Staffing Workspace Timeline, a user with 'Access View' only for Staff fields is not able to add new allocation records

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Article ID: 380758

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

Summary: When enabling attributes for field-level security (FLS), the user still should have the ability to create new records and the creation of the new record will use the Studio default value. 

In Release 16.3.0, we introduced the ability to secure the Staff 'Default Allocation %', Allocation 'Start' and Allocation 'Finish' date fields for 'Access Edit'. 

If the user only has 'Access View' on any of these 3 fields, using the right-click action to 'Add Staff' or 'Add Investment' is preventing the user from creating the new staff allocation.  

Here is an example configuration by the Administrator: 

Steps to Reproduce: 

  1. Login to Clarity as a Staffing Manager that is NOT a member of the 'Access Edit' group selected. 
  2. Navigate to the Staffing Workspace - Allocations by Investment tab
  3. On the top, investment row, right-click to 'Add Staff' 
  4. Attempt to add a Resource, Role or Team
  5. Navigate to the Staffing Workspace - Allocations by Resource tab
  6. On the top, resource row, right-click to 'Add Investment' 
  7. Attempt to add an Investment 

Expected Results: The creation of the new allocation record should be successful for the user that has the 'Access View' only for these fields. 

Actual Results: The staff member or investment allocation record is not created and the user sees the following Toast error message: 

 

Environment

Clarity 16.3.0

Cause

DE155729 

Resolution

Converted to a user story. This has been identified as a gap in new feature implementation. Planned to be addressed for the next release. Use the identified workaround. 

Workaround: Add the allocation record through the Staffing Workspace 'Staff' tab grid or go into the investment and add it there.