Clarity: Project View Financial and Non-Project Investment (NPIO) View Financial rights only work on the Financial sub-page

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Description:

The user-defined and stock attributes created on the 'Project Financials Properties' object are secured properly when accessed on the Project > Financial subpage, but are not secured properly when accessed from the Project List View or other Project Property subpages. Similar behavior is seen for Non-Project Investments.

We are using the following Financial security access rights in combination with the 'Project - Edit Management - All' right.

The Project Edit Management right should not encompass the financial properties rights.

Project - Edit Management - All

Allows user to edit the general and management properties, staff and tasks for any project that has been enabled for management. This includes the ability to add sub-projects to that project as well as to edit it in Microsoft Project and Open Workbench. This right also allows the user to create processes on any project and to edit the processes that he or she creates.

Project - Edit Financial - All
Allows user to view and edit general properties, processes and financial information on all Projects. Also allows the user to enable financial fields on a Project.

Project - View Financial - All
Allows user to view the general and financial properties and processes on all projects. This right does not include the right to view the financial plan (budgets/forecasts).

In exploring the behavior of these rights with respect to user-defined attributes it appears that the two rights only affect fields placed on the Project > Financial Properties subpage.

If we place the user-defined or stock attributes on the Project List View or other Project Property subpage, and if the end-user has the ability to edit the project, these financial user-defined or stock attributes can be edited in these other places.

Steps to Reproduce (Setup):

1. Admin Tool > Objects: Project Financial Properties (projfinproperties)
   Create a new attribute (myProjectFinancialAttribute100)
   

   <Please see attached file for image>

   
   
   
2. Objects: Project > Views > [Layout:Edit] > Financial sub-page
   place the new attribute on this page
   
   

   <Please see attached file for image>

   
   
   
3. Views > Project List Column [Layout]
   place the new attribute on this list view and one of the stock financial attributes such as 'WIP Class'
   
   

   <Please see attached file for image>

   
   
   
4. Admin Tool > Resources > 'Resource1'
   Global Rights:
   Project - Edit Financial - All
   Project - Edit Management - All
   
   

   <Please see attached file for image>

   
   
   
5. Admin Tool > Resources > 'Resource2'
   Global Rights
   Project - View Financial - All
   Project - Edit Management - All
   
   

   <Please see attached file for image>

   
   

Steps to Reproduce (Resource1):

1. Login as 'Resource1' (with Edit Financial rights)
   
   
2. Main Application > Projects > click the project name for any project and navigate to the Financial subpage
   
   Note: the fields are open for editing as expected
   
   

   <Please see attached file for image>

   
   
   
3. Return to the Project List View > [--Actions--] > Edit Mode
   
   Note: the fields are open for editing as expected
   
   

   <Please see attached file for image>

   
   
   
4. Logout

Steps to Reproduce (Resource2):

1. Login as 'Resource2' (with View Financial rights)
   
   
2. Main Application > Projects > click the project name for any project and navigate to the Financial subpage
   
   Note: the fields are NOT open for editing as expected
   
   

   <Please see attached file for image>

   
   
   
3. Return to the Project List View > [--Actions--] > Edit Mode
   
   

   <Please see attached file for image>

   

Expected Result: The 'Project Financials Properties' Object attributes should be secured in all places

Actual Result: The attributes are not secured by the 'Project - View Financial - All' right in all places

Additional testing:

Add the user-defined and stock attributes to other Project Property subpages. When the end-user navigates to these other pages within the project, since they have the ability to edit the project instance, these fields are also open for editing on these other subpages.

Non-Project Investment Financial Properties:

Similar behavior is seen for Non-Project Object Investment Types (NPIOs): Asset, Application, Product, Other Work, Service (not Idea)

Steps to Reproduce (Setup):

1. Login to Clarity as an Administrator User
   
   
2. Admin Tool > Resources > Select 'Resource2' > Global Rights
   
   Select and Add the following rights for the NPIOs:
   
   Application - Edit - All
   Application - View Financial Information All
   Asset - Edit - All
   Asset - View Financial Information All
   Other Work - Edit - All
   Other Work - View Financial Information All
   Product - Edit - All
   Product - View Financial Information All
   Service - Edit - All
   Service - View Financial Information All
   
   

   <Please see attached file for image>

   
   
   
3. Logout

Steps to Reproduce (Resource2):

1. Login as 'Resource2'
   
   
2. Main Application > Services List View > click on the name of an existing Service Investment
   
   Navigate to Financial subpage (odf_view=npiofinproperties.serviceCreate)
   Actual Result: Fields show open for editing, but the 'Save' and 'Submit' buttons are not present
   
   

   <Please see attached file for image>

   
   
   Click 'Cancel' button
   Services [--Actions--] Edit Mode
   Actual Result: The financial fields are open for editing and values can be saved
   
   

   <Please see attached file for image>

   
   
   
3. Navigate to Applications List View > click on the name of an existing Application Investment
   
   Navigate to Financial subpage (odf_view=npiofinproperties.applicationCreate)
   
   Actual Result: Fields show open for editing, but the 'Save' and 'Submit' buttons are not present
   
   

   <Please see attached file for image>

   
   
   Click 'Cancel' button
   
   Applications [--Actions--] Edit Mode
   
   Actual Result: The financial fields are open for editing and values can be saved
   
   

   <Please see attached file for image>

   
   
   
4. Navigate to Assets List View > click on the name of an existing Asset Investment
   Navigate to Financial subpage (odf_view=npiofinproperties.assetCreate)
   Actual Result: Fields show open for editing, but the 'Save' and 'Submit' button are not present
   
   

   <Please see attached file for image>

   
   
   
   Click 'Cancel' button
   Assets [--Actions--] Edit Mode
   Actual Result: The financial fields are open for editing and values can be saved
   
   

   <Please see attached file for image>

   
   
   
5. Navigate to Products List View > click on the name of an existing Product Investment
   Navigate to Financial subpage (odf_view=npiofinproperties.productCreate)
   Actual Result: Fields show open for editing, but the 'Save' and 'Submit' buttons are not present
   
   

   <Please see attached file for image>

   
   
   
   Click 'Cancel' button
   Products [--Actions--] Edit Mode
   Actual Result: The financial fields are open for editing and values can be saved
   
   

   <Please see attached file for image>

   
   
   
6. Navigate to Other Work List View > click on the name of an existing Other Work Investment
   
   Navigate to Financial subpage (odf_view=npiofinproperties.otherCreate)
   Actual Result: Fields show open for editing, but the 'Save' and 'Submit' buttons are not present
   
   

   <Please see attached file for image>

   
   
   Click 'Cancel' button
   Other Work [--Actions--] Edit Mode
   Actual Result: The financial fields are open for editing and values can be saved.
   
   

   <Please see attached file for image>

   

Solution:

WORKAROUND:

None.

STATUS/RESOLUTION:

Resolved in Clarity 12.1.3
Resolved in Clarity 13.0.1, 13.1.0

Keywords: CLARITYKB, CLRT-61986, CLRT-61985, CLRT-58196, clarity12resolved, clarity1213resolved, odf_view, finpropertiesUpdate, projmgr, projectproperties, odf_view=finpropertiesUpdate.projectCreate, nmc.userGlobalAssoc, revmgr, clarity13resolved, clarity1301resolved, clarity1310resolved.

Environment

Release: ESPCLA99000-12.1-Clarity-Extended Support Plus
Component: