Working with Resources

Each user has an associated resource information page that is used to capture information about the user such as his title, direct manager, and work capacity.

Viewing Resource Information

To allow a user to view resource information, use the settings described in Table 7-1. Settings to allow users to view resource information.

Table 7-1. Settings to allow users to view resource information

Setting

Value

Description

Access Grant

(only one is required)

Resource Mgmt: View my personal resource info only

Lets users view only their own personal resource information.

Resource Mgmt: View all resources

Lets users view any resource information in the system.

Modifying Resource Information

To allow a user to modify resource information, assign him one of the access grants listed in Table 7-2. Settings to allow users to modify resource information.

Table 7-2. Settings to allow users to modify resource information

Setting

Value

Description

Access Grant

(only one is required)

Resource Mgmt: Edit only resources that I manage

Edit resource information for resources that list the current user as the Direct Manager. A resource's Direct Manager is displayed on the View Resource page.

Resource Mgmt: Edit All Resources

Edit the resource information for any resource.

Adding, Assigning, Modifying, and Removing Promised Allocations

To allow a user to add, assign, modify, and remove promised allocations, assign the following access grant:

Table 7-3. Setting to allow users to add, assign, modify, and delete promised allocation information

Setting

Value

Description

Access Grant

Resource Mgmt: Promise Unspecified Resources

Add, assign, modify, and remove promised allocations.

Note: The ENABLE_PROMISE_RESOURCE_ALLOCATION parameter must be enabled to view promised allocations.

If the user is not assigned this access grant or if the ENABLE_PROMISE_RESOURCE_ALLOCATION parameter is not enabled, any existing promised allocations can only be viewed by the user.