Clarity Modern UX: Resource allocations are not visible in Project Staffing tab

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

In the Modern UX (MUX), users cannot view all resource allocations when accessing the Investments tab from within a specific project's Staffing module.

Symptoms

• A user in Modern UX can see a resource's allocations for the current project but not for other projects to which the resource is assigned.
• The user has the global access right Resource - View Book - All.
• The same user can see all allocations for that resource when navigating to the Resources management in Classic PPM

Steps to Reproduce

1. Admin: Assign Resource A to Project B and Project C.
2. Admin: Grant User D instance-level "Project - View" access to Project B only (no access to Project C).
3. Admin: Grant User D the global rights "Resource - View Book - All" and "Resource - Navigate".
4. User D: Login and navigate to Project B > Staff.
5. User D: Open the properties for Resource A and navigate to the Investments tab.

Actual Result: Only allocations for Project B are visible.
Expected Result: Allocations for both Project B and C should be visible (as they are used to in Classic PPM > Resource management views).

Environment

Clarity 16.4.1

Cause

This behavior is due to the difference between Project Context and Resource Context in the Modern UX security model:

• Project Context: When viewing the Staffing module inside a specific project, the application operates within that project's context. Visibility is filtered by investment-level security. The user must have explicit view rights to an investment for it to appear in this specific cross-object grid.
• Resource Context: The global Staffing Workspace and Resource > Investments view operate within the Resource Context. In this context, the Resource - View Book - All global right takes precedence, allowing the user to see all allocations for the resource regardless of their specific project-level instance rights.

Resolution

The observed behavior is by design to maintain contextual security within a project. To achieve parity with the Classic PPM resource allocation view, users should use the following navigation path:

1. Navigate to the Staffing (MUX) workspace.
2. Select the Allocation by Resource view.
3. Filter for the desired resource.

This view honors the Resource - View Book - All security right and will display the full allocation details across all projects, including those where the viewing user lacks explicit instance-level access.

Additional Information

The Investments tab within the Project Staffing module utilizes a cross-object grid that pulls directly from the Investment object. Because this grid is subject to investment-level security, it will only display investments that the user has specific rights to view.