Configure access to resource pool

Access to a resource pool is controlled primarily through access grants set in the security group definitions. Additionally, the user who creates a resource pool can specify a list of users who can view it, edit its basic information, edit its lines, or edit its security.

Resource pool access grants

Users are linked to access grants through the security groups to which they belong. The access grants related to resource pools are discussed in more detail in Table 4-3. Resource pool access grants. Without these access grants, a user cannot view or edit a resource pool regardless of whether or not they are specified in the list on the resource pool's Configure Access page. For more information on access grants and security groups, see Get started with the PPM Security Model.

Table 4-3. Resource pool access grants

Access Grant

Description

View Resource Pools

The user can view any resource pool for which they are on the Configure Access page list.

View All Resource Pools

The user can view any resource pool in the system, even if they are not listed in the View or Edit list.
View All Resource Pools Cost The user can view the cost charts in all the teams
View Resource Pool Cost The user can view the cost chart in the associated team of the resource pool where you have the View Cost right.

Edit Resource Pools

The user can edit any resource pool for which they are on the specified Edit list.

Create Resource Pools

The user can create new resource pools. Supplemental to the Edit Resource Pools or Edit All Resource Pools access grant.

Edit All Resource Pools

The user can edit any resource pool in the system.

Edit All resources

The user can edit any resource in the system.

This access grant is needed for the following actions:

  • Modify resource participation across resource pools.
  • Add a resource to a resource pool or team.
  • Remove or transfer a resource in a team.

If the Enable Users with Edit Access to Manage Resources Within Resource Pools/Teams feature toggle is enabled, this access grant is not required for these actions.

Edit only resources that I manage

The user can edit any resource they manage.

This access grant is needed for the following actions:

  • Modify resource participation across resource pools.
  • Add a resource to a resource pool or team.
  • Remove or transfer a resource in a team.

If the Enable Users with Edit Access to Manage Resources Within Resource Pools/Teams feature toggle is enabled, this access grant is not required for these actions.

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Resource pool Configure Access page

Use the Configure Access page for a resource pool to individually grant additional editing access to each user on the list. All users listed on the Configure Access page minimally have the view access.

Note: Without the proper access grants, a user cannot view or edit a resource pool regardless of whether they are specified in the list on the resource pool's Configure Access page. See Resource pool access grants for more detailed information.

The Configure Access page options are discussed in more detail in Table 4-4. Security Options for Resource Pool Configure Access page.

Table 4-4. Security Options for Resource Pool Configure Access page

Option

Description

View Access

The user can view the resource pool but cannot edit it. Any user listed has the View access.

Edit Header

The user can edit the resource pool's header information, but nothing else.

Edit Unnamed Headcount

The user can edit the lines in the resource pool that specify roles, but nothing else.

Edit Security

The user can use the Configure Access page to edit viewing or editing security for the resource pool.
View Cost The user can view the cost charts in the team associated with the resource pool.

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Configure access to a resource pool

Give additional users or security groups the access to a resource pool from the Configure Access page.

To configure the list of users with View or Edit access to a resource pool:

  1. Open the Resource Pool page.

    If you have permission to modify the resource pool, the Configure Access selection is enabled.

  2. Click More > Configure Access to open the Configure Access for Resource Pool page.

  3. To add a user to the View Access list, click Add User and select the target user.

  4. To add a security group to the View Access list, click Add Security Group and select the target security group.

    Note: To add a security group, you must have the Edit Security access grant for the Configure Access for Resource Pool page.

  5. Repeat the steps to add more users and security groups as required.

  6. Configure access for each user and security group by selecting the appropriate checkboxes.

    Granting Edit access automatically grants the View access. See Table 4-4. Security Options for Resource Pool Configure Access page for more detailed information on each option.

  7. Click Done.

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See also: