Configure access to staffing profile

Access to a staffing profile is primarily controlled through access grants defined in the security group. In addition, the creator of a staffing profile can specify a list of users with permissions to view, edit basic information, edit lines, or edit security settings.

Staffing profile access grants

Users are linked to access grants through their security group. The following table lists the access grants related staffing profile. Without these access grants, a user cannot view or edit a staffing profile, even if they are specified on the staffing profile's Configure Access page or are a participant in staffing profile related project (if any). For details about security groups and access grants, see Get started with the PPM Security Model.

Table 4-6. Staffing profile access grants

Access Grant

Description

View Staffing Profiles

Users with this access grant can view any staffing profile for which they are on the specified View or Edit list.

View All Staffing Profiles

Users with this access grant can view any staffing profile in the system.
Edit Staffing Profiles Users with this access grant can edit any staffing profile for which they are on the specified Edit list.
Create Staffing Profiles Users with this access grant can create new staffing profiles. Supplemental to the Edit Staffing Profiles or Edit All Staffing Profiles access grant.

Edit All Staffing Profiles

Users with this access grant can edit any staffing profile in the system.

Update Staffing Profiles Status

Users with this access grant can update the Profile Status, but nothing else. Supplemental to the Edit Staffing Profiles or Edit All Staffing Profiles access grant.

Delete Staffing Profiles

Users with this access grant can delete a staffing profile as long as the staffing profile have no actuals.

Delete Staffing Profiles with Actuals

Users with this access grant can delete any staffing profile in the system.

Promise Unspecified Resource

Users with this access grant can allocate a promised resource.

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Configure access to staffing profile

The staffing profile creator can use the Configure Access for Staffing Profile page to specify users with view or edit permissions for the staffing profile.

Prerequisite:

You have the permission the modify the staffing profile.

To grant users access to a staffing profile:

  1. Open the staffing profile.

  2. Click More > Configure Access to open the Configure Access for Staffing Profile page.

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

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

    Note: To add a security group to a staffing profile, you must have the Edit Security access grant for the Staffing Profile Configure Access page.

  5. Repeat the steps to add more users or security groups.

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

    Granting Edit access automatically grants the View access. For details about each access option, see Table 4-7. Security options for Staffing Profile Configure Access page.

  7. Click Save.

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Access options on Configure Access page

The following table lists the access options that you can grant to users on the Configure Access for Staffing Profile page. All users listed on the Configure Access page minimally have the view access.

Note: Without the appropriate access grants, a user cannot view or edit a staffing profile, even if they are listed on the staffing profile's Configure Access page. For details, see Staffing profile access grants.

Table 4-7. Security options for Staffing Profile Configure Access page

Option

Description

View Access

The user can view the staffing profile but cannot edit the information.

Edit Header

The user can edit fields in the staffing profile header section but cannot modify staffing profile lines or adjust periods.

Edit Positions

The user can edit the staffing profile lines, but nothing else.

Edit Assignment Actuals

The user can edit actuals on staffing profile lines, but nothing else.

Edit Security

The user can use the Configure Access page to configure the view and edit settings for the staffing profile.

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Access to project staffing profile

If a staffing profile is attached to a project, every project participant can view or edit the staffing profile, based on their access grants. They do not need to be specified on the staffing profile's Configure Access page.

In addition, project managers can edit staffing profiles attached to their projects. Similarly, proposal managers can edit staffing profiles attached to their proposals and asset managers can edit staffing profiles attached to their staffing profiles.

Note: If users assigned to work plan tasks or specified on the staffing profile only have the View Staffing Profiles access grant, they still need to be added to the Configure Access page. Otherwise, they cannot view the project staffing profile.

For details on project and project process participants, see Project Management.

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See also: