Clarity: How can we mark a resource as unavailable with respect to allocations?

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Article ID: 52635

calendar_today

Updated On:

Products

CLARITY PPM FOR ITG CLARITY PPM FEDERAL CA Identity Manager CA Identity Governance CA Identity Portal Clarity PPM SaaS - Application Clarity PPM On Premise

Issue/Introduction

Description:

How can we mark a resource as unavailable with respect to allocations? For example, if I am going to be gone the month of May, there needs to be a way that May allocations do not show up when a manager looks at my allocations.

Solution:

The 'Personal' Calendar is only used for tracking meetings and events. The Resource, Base Calendar is used for identifying working and non-working days. The Resource Calendar that impacts the allocations is found in the Resource profile. To update the Resource Base Calendar, the administrator can update the calendar or another end-user, such as the Resource or the Manager, needs the access rights to the specific resource to update it.

  1. Login to Clarity as a administrator
  2. Navigate to Admin Tool > Resources > Select the specific Resource and add the rights below:

    Instance Right > Resource - Edit Calendar
    Allows user to edit their own calendar. This right is dependent on Resource - Navigate being granted.
    Click 'Add and Continue' button
    Select the specific Resource
    Click 'Add' button

    Global Right > Resource - Navigate
    Allows user access to the Resource list, Resource Finder, and Requisitions pages. The user will only be able to view resource information for resources to which the user has access.
    Click 'Add' button

  3. Log off of Clarity
  4. Login as a user with the ability to update the Resource Calendar
  5. Navigate to Main Application > Resources > Select your resource profile
  6. Navigate to the 'Calendar' tab
  7. Check-Mark the specific dates as Non-Working Days
  8. Click 'Non-Working Days' button
  9. Click 'Save' Button to save the Calendar
  10. Execute 'Time Slicing' job. This will update existing allocations.
Now when the resource is added to a project team, the allocation will be automatically adjusted to reflect the non-working days. Ensure the 'Time Slicing' job is executed successfully at regular intervals for displaying updated allocations.

Note: When you set a day to a non-working day there are no shifts. Since the shifts aren't there anymore there's nothing to change back to if you make it a working day again. So it gets the default shifts.

Keywords: CLARITYKB, security, niku, 6434, 7773, 87776

Environment

Release:
Component: PROJECTS