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Understanding Resource Management Access

 

The information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

Understanding Access in Workfront

For more information about the access model in Workfront, see "Understanding the Workfront Access Model."

Understanding Resource Management Access in Workfront

Resource Management access in Workfront is first defined by the Workfront administrator through your Access Level.

For more information about what access each Access Level has and to what objects, see "Access Levels by License Type."
For more information about granting access to items in Workfront, including financial information, see "Creating or Modifying Access Levels."

IMPORTANT The access granted to Resource Management in the Access Level works together with the access granted to Financial Data, and with the permissions granted to Finances on a specific project to give users rights to budget or view resource allocation on projects. 
For information about the Financial Data access level, see "Understanding Financial Access." 
For information about permissions on finances, see "Understanding Financial Permissions."

Not all License Types have full access to Resource Management in Workfront. A user with a Plan license can be granted full access to Resource Management.

To grant full access to Resource Management: 

  1. Go to Setup in your Global Navigation Bar.
  2. Click Access Levels.
  3. Click Planner.
  4. For the Resource Management object, click the gear icon next to Edit.
    Resource_Management_Details_of_Edit_in_the_access_level.PNG
  5. Select to enable the following options:
    • Edit priorities and budget hours in the Planner
      Selecting this option allows users with this license to do the following:
      • Prioritize projects in the Resource Planner.
      • Budget allocation for resources in the Resource Planning tools (the Resource Planner and the Resource Budgeting section in the Business Case of a project.)
      This option is enabled by default.
    • Manage Resource Pools
      Selecting this option allows the users with this license to create, edit, and delete Resource Pools. This option is disabled by default.
  6. Click Save Changes and assign the Access Level to a user.
    For more information about assigning Access Levels to users, see "Editing User Profiles."

Understanding Resource Management Access by License Type

The table below identifies actions that the Workfront administrator assigns to each license type for Resource Management: 

Actions* Plan Work Review Request External
Edit project priorities in the Resource Planner        
Budget resources in the Resource Planning tools        
Create, edit, delete Resource Pools        
Attach Resource Pools to projects, templates, and users        
View project priorities in the Resource Planner        
View resource allocation in the Resource Planning tools    
View Resource Pools    

*All actions require additional access to Financial Data and permissions to project finances.
For information about the Financial Data access level, see "Understanding Financial Access." 
For information about permissions on project finances, see "Understanding Financial Permissions."

This article last updated on 2019-04-11 19:15:50 UTC