How do you grant security access rights to the Resource Planning pages?

Document ID : KB000023063
Last Modified Date : 20/02/2019
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Introduction:

How does one go about granting access to the Resource Planning link under Resources? I see from the documentation that Resource - Navigate is required but what in addition to that? Some users see this and others don't, and I'm trying to understand how this privilege is granted.

Instructions:

The 'Resource - Navigate' global right is not used for granting security access rights to the Resource Planning pages. Resource - Navigate (Global) allows user access to the Resource list, Resource Finder, and Requisitions pages.

The Resource Planning pages are not controlled by Project access rights nor Resource access rights. To grant access to these pages you can assign the global rights for 'Page - View All' and 'Portlets - View All' to the end-user. To provide access specific to only these pages, grant access to the end-user through Instance Access Rights.

NOTE: Performance in accessing these portlets are impacted when granting instance rights to the Resource planning portlets.  The factors that influence the performance include the amount of data and the additional columns configured in the portlets.

Reference KB000018443 : Performance Issue in Resource Planning Portlets for users with 'Instance Rights' Security Access

To assign Instance Rights, use the following steps:

  1. Login to Clarity as an administrator.
     
  2. Admin Tool > Resources > click to edit desired Resource > Resource's Access Rights > Instance.
     
  3. Click 'Add' button > select 'Page' Object > click 'Next' button.
     
  4. Select 'Page - View' > click 'Add and Continue' button.
     
  5. Select the appropriate pages > click 'Add' button.
     
  6. Click 'Add' button > select 'Portlet' Object > click 'Next' button.
     
  7. Select 'Portlet - View' > click 'Add and Continue' button.
     
  8. Select the appropriate portlets > click 'Add' button.

Now that access to the Resource Planning pages has been granted, the end-user will also need the appropriate Resource access rights to see specific resources on the portlets.

The Resource Planning menu link allows the end-user navigate to the following Pages and Portlets. For the Resource Planning menu link to become available, users must have both the Page - View: Resource Planning  and Page - View: Capacity instance rights. When granting Instance Access Rights, all or some of the pages and portlets can be provided to the end-user. 

Page - View instance Rights to the following Pages:
Resource Planning ** Required
Allocations
Bookings
Capacity ** Required
Organizational Demand
Top Down Planning
Unfilled Allocations
Workloads

Portlet - View Instance Right to the following Portlets:
Allocation Discrepancy
Booking Status
OBS Investment Aggregation
OBS Resource Aggregation
Resource Workloads
Role Capacity
Role Capacity Histogram
Top Down Planning by Investment
Unfilled Requirements
Weekly Detail