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 the Resource Center.
View Projects and Team Members in Resource Center
This section lets you control what users see in the Resource Center.
- When the Resource Center is grouped by Project, users can view their projects (if they have View Financials project permissions or higher) or all projects.
- When the Resource Center is grouped by Team Member, you can select whether users can view themselves or all account members.
Edit Resources
Control what resources users can add, edit, and delete in the Resource Center.
- You can choose whether users have the ability to add, edit, or delete unnamed resources in their projects (if they have Edit Financials project 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 Edit Financials project permissions or higher), in joinable projects, or all projects.
Edit Allocations
Control what types of allocations users can add, edit, and delete in the Resource Center. 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 Edit Financials project 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 Edit Financials project permissions or higher), in joinable projects, or all projects.
Edit Scheduled Hours
Control which users can add, edit, and delete scheduled hours in the Resource Center.
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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
View Resource Recommendations
This section lets you control what users are able to see recommendations in the Resource Center.
- You can choose to let users view recommendations for all projects.
- If Organizations are enabled, you can choose to let users view recommendations for all projects in their organization.
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