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Access Group Set: Resource Management

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

Resource_Allocations.png

View Projects and Team Members in Master Planning

This section lets you control what users see in Master Planning.

  • When Master Planning is grouped by Project, users can view their projects (if they have Project Financials permissions or higher), or all projects.
Note: Members with Project Lead account permissions (or lower) who have All Projects selected can access individual projects via the API.
  • When Master Planning is grouped by Team Member, you can select whether users can view themselves or all account members.

View-Projects-and-Team-Members-in-Master-Planning.png

Note: If none of these options are enabled (i.e. checked), members will not be able to see anything in Master Planning.

Edit Resources

Control what resources users can add, edit, and delete in Master Planning.

  • You can choose whether users have the ability to add, edit, or delete unnamed resources in their projects (if they have Project Financials permissions or higher), in joinable projects, or all projects.
  • You can choose whether users have the ability to add, edit, or delete named resources in their projects (if they have Project Financials permissions or higher), in joinable projects, or all projects.

Edit-Resources.png

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

Edit Allocations

Control what types of allocations users can add, edit, and delete in Master Planning. Click here for more information on allocations.

  • You can choose whether users have the ability to add, edit, or delete allocations for unnamed resources in their projects (if they have Project Financials permissions or higher), in joinable projects, or all projects.
  • You can choose whether users have the ability to add, edit, or delete allocations for named resources in their projects (if they have Project Financials permissions or higher), in joinable projects, or all projects.

Edit-Allocations.png

View Resource Recommendations

This section lets you control what users are able to see recommendations in Master Planning.

  • You can choose to let users view recommendations for all projects. access-group-set-view-resource-recommendations-no-orgs.png
  • If Organizations are enabled, you can choose to let users view recommendations for all projects in their organization. access-group-set-view-resource-recommendations.png

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