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 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.

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

• When the Resource Center is grouped by Team Member, you can select whether users can view themselves or all account members.

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

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.

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 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.

• 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.

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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