Access Group Set: Resource Management

NOTE

If Organizations is enabled for your account, the All projects checkbox is replaced with All projects accessible to their organization.

Overview

This access group set allows you to control who can manage named or unnamed resources, edit allocations, edit scheduled hours, and view resource recommendations. It also allows you to determine what members can see in the Resource Center.

View Resource Center

This section lets you control what users see in the Resource Center.

Note: If no options are selected (i.e. checked), members will not be able to see anything in the Resource Center.

View in Projects Tab

In the Projects tab of the Resource Center, you can choose whether users can view:

Projects where they have View Financials permissions or higher, including financial details for those projects, such as EAC, budget, etc.
Projects they are participating in
All projects or—if Organizations are enabled—all projects they can access via their organization

Note: Members with Project Lead (or lower) account permissions who have All Projects selected can access individual projects via the API.

View in Team Members Tab

In the Team Members tab of the Resource Center, you can select whether users can view:

Themselves
All account members or—if Organizations are enabled—all account members in their organization

Edit Resources

This section lets you control what resources users can add, edit, and delete in the Resource Center. This includes available fields in the Resource side panel.

Note: If you check the All Projects box in one section, it will automatically be checked for the other.

Edit Unnamed Resources

You can choose whether users have the ability to add, edit, or delete unnamed resources that are:

In projects where they have Edit Financials permissions or higher
In projects they are participating in
In joinable projects and projects where they are project participants
In all projects or—if Organizations are enabled—in all projects they can access via their organization

Edit Names Resources

You can choose whether users have the ability to add, edit, or delete named resources that are:

In projects where they have Edit Financials permissions or higher
In projects they are participating in
In joinable projects and projects where they are project participants
In all projects or—if Organizations are enabled—in all projects they can access via their organization

Edit Allocations

This section lets you control what types of allocations users can add, edit, and delete in the Resource Center.

Edit Unnamed Resources’ Allocations

You can choose whether users have the ability to add, edit, or delete allocations for unnamed resources that are:

In projects where they have Edit Financials permissions or higher
In projects they are participating in
In joinable projects and projects where they are project participants
In all projects or—if Organizations are enabled—in all projects they can access via their organization

Edit Named Resources’ Soft and Hard Allocations

You can choose whether users have the ability to add, edit, or delete soft and hard allocations for named resources that are:

Their own allocations
In projects where they have Edit Financials permissions or higher
In projects they are participating in
In joinable projects and projects where they are project participants
In all projects or—if Organizations are enabled—in all projects they can access via their organization

Edit Named Resources’ Soft Allocations

You can choose whether users have the ability to add, edit, or delete only soft allocations for named resources that are:

Their own allocations
In projects where they have Edit Financials permissions or higher
In projects they are participating in
In joinable projects and projects where they are project participants
In all projects or—if Organizations are enabled—in all projects they can access via their organization

Edit Scheduled Hours

This section lets you control which users can add, edit, and delete scheduled hours in the Resource Center.

You can choose whether users have the ability to manage scheduled hours for:

Themselves on any project they are participating in
Themselves and others on any project they are participating in
All team members on all projects, or—if Organizations is enabled—all team members on all projects that they can access within their organization

Note: These permissions only allow a user to schedule hours within the Resource Center. If a user doesn’t have project permissions to schedule hours for themselves or others in a project, they will not be able to schedule hours in the project workspace.

Submit Resource Requests

This section lets you control which users are able to submit Resource Requests using the Resource side panel.

Note: This section only appears when Resource Requests are enabled in the Resource Management Settings.

You can choose whether users have the ability to submit resource requests that are:

In projects where they have Edit Financials permissions or higher
In all projects or—if Organizations are enabled—in all projects they can access via their organization

View Resource Recommendations

This section lets you control what Resource Recommendations users are able to see in the Resource Center.

Note: This section only appears when Resource Recommendations are enabled in the Resource Management Settings.

You can choose whether users can view recommendations for all projects—or if Organizations are enabled— all projects they can access via their organization.

Overview