Overview of Resource Management Security

This section addresses the data and process security related to Resource Management in PPM. Configuring data and process security typically involves configuring licenses, access grants, entity-level settings, and field-level settings. The following sections provide information about the settings required to secure actions or data related to Resource Management features.

Note: The screen and function access that access grants provide is cumulative. A user who belongs to three different security groups has access to the user interface and functionality provided to all three groups combined. Therefore, to restrict screen and feature access, you remove the user from any and all security groups that has that access.

To see all security groups that are assigned specific access grants, use the Access Grants tabs in the User window. You can then:

  • Remove the user from the security group (using the Security Group tab in the User window).

  • Remove the access grants from the security group (in the Security Group window). Do this only if no one in that security group requires the access that this access grant provides.

This section provides information on how to enable certain functions. By default, users are not expected to have access to or be able to modify information related to resources, resource pools, skills, organization model, staffing profiles, or calendars. The following sections provide instructions on how to enable the viewing and editing of these areas.