CA PPM: Access Rights Needed to Edit Own Allocations

Document ID : KB000113609
Last Modified Date : 20/09/2018
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Question:
A user is staffed to a project and they would like to be able to edit/update the allocations for their own resource. At the same time, the user should not be able to edit allocation of other resources/roles. 

Which access right controls the allocation edit access for this?
Answer:
Booking access rights are needed to edit allocations. To allow a user to book their own allocations, but not the allocations of others, the booking access rights would need to be granted at the instance level. 

The booking rights are Hard Book and Soft Book rights, which one is given to a user depends on their access to the projects on which they are staffed. 
  • If the user only has View Management access to a project, they would need Hard Book rights to edit their own allocations.
  • If the user has Edit Management access, either the Soft Book or Hard Book rights over their own resource would work for this.