Working with Staffing Profiles
User actions relating to staffing profiles are controlled by a combination of access grants and settings in the Configure Access for Staffing Profile page, which is shown in Figure 7-3.
Configure Access for Staffing Profile page.
Figure 7-3.
Configure Access for Staffing Profile page
Viewing Staffing Profiles
To allow a user to view staffing profile information, use the settings listed in Table 7-8. Settings to allow users to view resource pool information.
Table 7-8. Settings to allow users to view resource pool information
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Setting
|
Value
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Description
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Access Grant
(only one is required)
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Resource Mgmt: View Staffing Profiles
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View staffing profile information if the user has view access on the Configure Access for Staffing Profile page.
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Resource Mgmt: View All Staffing Profiles
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View staffing profiles information for all Staffing profiles.
Note: This grant provides unlimited access to view any staffing profile. To provide more limited view access, consider using the Resource Mgmt: View Staffing Profiles grant.
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Configure Access for Staffing Profile
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View Access
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Users included in the View Access list and who have the Resource Mgmt: View Staffing Profiles access grant can view the staffing profile information.
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Creating Staffing Profiles
To allow a user to create a staffing profile, use the settings listed in Table 7-9. Settings to allow users to create staffing profiles.
Table 7-9. Settings to allow users to create staffing profiles
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Setting
|
Value
|
Description
|
|
Access Grant
|
Resource Mgmt: Edit Staffing Profiles
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Create a new staffing profile.
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Resource Mgmt: Edit All Staffing Profiles
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Create a new staffing profile.
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Resource Mgmt: Create Staffing Profiles (required)
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Create staffing profiles using the standard interface. The user must also have either the Resource Mgmt: Edit Staffing Profiles or Resource Mgmt: Edit All Staffing Profiles access grant.
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Modifying Staffing Profiles
To allow a user to modify staffing profile information, use the settings listed in Table 7-10. Settings to allow users to modify staffing profiles.
Table 7-10. Settings to allow users to modify staffing profiles
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Setting
|
Value
|
Description
|
|
Access Grant
|
Resource Mgmt: Edit All Staffing Profiles
|
Edit any staffing profile.
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Resource Mgmt: Edit Staffing Profiles
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Edit staffing profile information when the user has edit access to the Configure Access for Staffing Profile page.
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Additional Editing Access
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Edit Basic Staffing Profile Information
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Used with the Resource Mgmt: Edit Staffing Profiles access grant, lets the user edit staffing profile header fields and notes. The user cannot change the periods or any information in the Staffing Profile Breakdown section.
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Edit Plan and Actuals
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Lets the user edit the Periods and the information in the Staffing Profile Breakdown section. Also lets users view and edit the planning and actuals data in the Profile Allocation table.
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Edit Actuals
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Let the user edit the Periods and the information in the Staffing Profile Breakdown section. Also lets the user to view and edit the actuals data in the Profile Allocation table.
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Edit Security
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Lets the user use the Configure Access for Staffing Profile page to edit the list of users who can modify the staffing profile.
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Deleting Staffing Profiles
To allow a user to delete a staffing profile, use the settings listed in Table 7-11. Settings to allow users to delete staffing profiles.
Table 7-11. Settings to allow users to delete staffing profiles
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Setting
|
Value
|
Description
|
|
Access Grant
|
Resource Mgmt: Delete Staffing Profiles
|
Delete a staffing profile as long as no actuals are specified.
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Resource Mgmt: Delete Staffing Profiles with Actuals
|
Delete any staffing profile.
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