Professional Documents
Culture Documents
Active
Security Group Name
PSO Administrator
Subcontractor (no
Project Manager
Clarity Support
Subcontractor
IT Help Desk
Accounting
Consultant
Consultant
Executive
access)
Billing
A 0_Subcontractors Time Entry x
A 1_ Infor Employee x x x x x x x x x x
A 2_ PSO Project Manager x x x x x x
A 3_ PSO Resource Manager x x x
A 4_ Executive x x
A 5_ Project Creator x
A 62_EMEA PSO Ops x
A 60_AMER PSO Ops x
A 61_APAC PSO Ops x
A 7_ Finance x x
A 80_AMER PA x
A 81_APAC PA x
A 82_EMEA PA x
A 90_ Help Desk x
A 91_Clarity Support x
A 92_ Clarity Admin and Dev x
XM Support XMSupport
Issues By Priority cop.issuesByPriorityLinkable
My Reports reporting.myReports
Notifications personal.notificationsNugget
P001 - Clarity News and Information P001_Clarity_News_and_Information
P037 - Revenue by Resource p037_revenue_by_resource
P226 - CL XM Cycle CLXMCycle
P501 Support ITHelpDesk
P502 XM Cycle XMCycleCL
P503 - Rollout Schedule Rollout
Site Links personal.siteLinks
Timesheets to Approve projmgr.timesheetAdmin
XM Expense Entry i2_xm_expense
Resource Assignments
Resource Calendar
Timesheet Detail
Billing SYSTEM5000144
Forecasting Leakage
Invoice Approval page_invoiceapproval
P260A Timesheet Detail P260ATIMESHEETDETAIL
Project Dashboard copProjectManagerDashboard
Project POC PP250bc
Project POC ProjectPOCTab
Project Setup ProjectCrossRef
Company Invoice
Key Tasks and Milestone Status
Pre-Billing Report V2
Project Listing
Project Snapshot
Project Stoplight
HCM HCM
Project Setup SYSTEM5000152
Resource Bench
Administration inforframeadminFRAME
HCM ID hcmid
Interface Mgt interfaceMgt
Notifications notifications
2_PSO Project Manager Project - Benefit Plan - Edit All Allows resource to edit all the Project benefit plans.
2_PSO Project Manager Project - Budget Plan - Edit All Allows resource to edit all the Project budget plans.
2_PSO Project Manager Project - Cost Plan - Edit All Allows resource to edit all the project cost plans.
Project - Create/Edit Allows user to create and edit all requisitions. This right includes the right to navigate to
2_PSO Project Manager Requisitions - All the requisition pages.
Project - Financial Plan -
2_PSO Project Manager Submit All for Approval Allows resource to submit all the project financial plans for approval.
Allows resource to baseline all projects which has been enabled for Management. The
2_PSO Project Manager Project - Modify Baseline - All rights also allows resource to view the general project properties and processes.
Allows resource access to the Resource list, Resource Finder, and Requisitions pages.
The resource will only be able to view resource information for resources to which the
2_PSO Project Manager Resource - Navigate resource has access.
Allows resource to view all resources and their information except the financial properties
2_PSO Project Manager Resource - View - All of the resource. This right is dependent on Resource - Navigate being granted.
Resource - View Financial - Allows user to view financial properties on all resources. This right is dependent on
2_PSO Project Manager All Resource - Navigate being granted.
3_PSO Resource Manager Portfolio - Create Allows user to create Portfolios. Includes the Portfolio - Navigate right.
3_PSO Resource Manager Portfolio - Navigate Access to the portfolio management pages
Allows user to attach resources to all requisition entries. This right includes the right to
Project - Attach Requisitions navigate to the requisition pages, but does not include the right to create new
3_PSO Resource Manager Entry Resources - All requisitions or entries.
Project - Create/Edit Allows user to create and edit all requisitions. This right includes the right to navigate to
3_PSO Resource Manager Requisitions - All the requisition pages.
Allows access to the Resource list, Resource Finder and Requisitions. Includes the
ability to view resource general information, contact information, financial information,
3_PSO Resource Manager Resource - External Access calendar and skills of resources to which the user has been granted Resource - View.
Allows resource to create, edit and view skills for resources that the resource has been
granted Resource - View right for. This right also allows the resource to view resource
general information, contact information, financial information and calendar, but does not
allow resource to edit that information. This right is dependent on Resource - Navigate
3_PSO Resource Manager Resource - Update Skills being granted.
Allows resource to view all Resource Change objects. This includes the page navigation
3_PSO Resource Manager Resource Change - View All right.
Resource Change Notes - Allows resource to view all Resource Change Notes objects. This includes the page
3_PSO Resource Manager View All navigation right.
Allows resource to view all customized portlet pages. This right is dependent on portlet
pages being linked to a menu before they can be displayed. If the portlet page is linked
to the Administration Menu then the user also must be granted the Administration -
4_Executive Page Viewer - All Access right.
4_Executive Portfolio - View All Allows viewing of all portfolios
4_Executive Portlet Viewer - All Allows resource to view all portlets and add them to pages.
Allows resource access to the reports pages. This right is dependent on either the
Reports - Run - All right or the resource being granted instance level rights such as
4_Executive Reports - Access Report - Run, Report - View Output or Report - Edit Properties.
Allows resource to run any report. Allows scheduling of any report, editing of the report
properties for any report and viewing the output of any report. This right is dependent on
4_Executive Reports - Run - All Reports - Access being granted.
Allows resource to view the output of any report. This right is dependent on Reports -
4_Executive Reports - View Output - All Access being granted.
Risk, Issue, Change Request
4_Executive - View - All Allows resources to view all risks, issues, and change requests on a project instance.
Allows user to navigate to Administration Tool. User will need additional rights to perform
5_Project Creator Administration - Access individual Administration actions.
5_Project Creator Company - View - All Allows resource to view general and supplemental properties of all companies.
Allows resource to view financial properties of all companies. This right is dependent on
Company - View Financial - other rights providing view capability for Companies, such as the Company - View - All
5_Project Creator All right etc.
Allows resource to define matrix. This right allows resource to create, edit and view Cost
Financial Maintenance - Plus Codes, Administrative Method Codes, Tax Authority Codes and Tax Methods. This
5_Project Creator Define Matrix right is dependent on Administration - Access right being granted.
Allows resource to define Financial cost/rate matrices. This right allows resource to
create, edit and view Cost/Rate, Administrative or Tax matrices. The right allows matrix
columns to be configured and entering of rows to create matrix rules. This right also
Financial Maintenance - includes the capability to copy, delete, test and lock/unlock matrices. This right is
5_Project Creator Manage Matrix dependent on Administration - Access being granted.
Allows resource to create, edit and view documents in the Knowledge Store that
5_Project Creator Knowledge Store - Access resource has been given permission to.
Allows resource to create a new project or program specifying general project properties.
A resource granted this right will automatically become the collaboration manager for the
5_Project Creator Project - Create project and will be able to create action items, discussion
Allows resource to enable financials properties for project to which the resource has view
access. This right is dependent on the resource having either Project - View, Project
View Management, Project - View Opportunity or Project Manager right for the project.
The resource will also be able to enable financial properties for projects where the
5_Project Creator Project - Enable Financial resource is a participant or collaboration manager.
5_Project Creator Project - Billing Access - All
Financial Maintenance -
60_AMER PSO Ops Financial Management Allows access to Financial Management module in Application Administration.
Financial Process -
60_AMER PSO Ops Transaction Entry Allows user to enter transactions (vouchers).
Allows resource to create, edit and view documents in the Knowledge Store that
60_AMER PSO Ops Knowledge Store - Access resource has been given permission to.
60_AMER PSO Ops Process View Instance - All Allows resource to view all process instances.
Allows user to navigate to Administration Tool. User will need additional rights to perform
60_AMER PSO Ops Administration - Access individual Administration actions.
Allows user to define Financial cost/rate matrices. This right allows user to create, edit
and view Cost/Rate, Administrative or Tax matrices. The right allows matrix columns to
be configured and entering of rows to create matrix rules. This right also includes the
Financial Maintenance - capability to copy, delete, test and lock/unlock matrices. This right is dependent on
60_AMER PSO Ops Manage Matrix Administration - Navigate being granted.
Financial Process -
61_APAC PSO Ops Transaction Entry Allows user to enter transactions (vouchers).
Allows resource to create, edit and view documents in the Knowledge Store that
61_APAC PSO Ops Knowledge Store - Access resource has been given permission to.
61_APAC PSO Ops Process View Instance - All Allows resource to view all process instances.
Allows user to navigate to Administration Tool. User will need additional rights to perform
61_APAC PSO Ops Administration - Access individual Administration actions.
Allows user to define Financial cost/rate matrices. This right allows user to create, edit
and view Cost/Rate, Administrative or Tax matrices. The right allows matrix columns to
be configured and entering of rows to create matrix rules. This right also includes the
Financial Maintenance - capability to copy, delete, test and lock/unlock matrices. This right is dependent on
61_APAC PSO Ops Manage Matrix Administration - Navigate being granted.
Financial Process - Approve Allows resource to approve or reject billing transactions that resource has billing
62_EMEA PSO Ops Billing and Credit Memos approval rights for. This rights also includes the ability to Print Batch Billing.
Financial Process - Approve
62_EMEA PSO Ops Credit Memo Allows resource to approve credit memos.
Financial Process - Approve
62_EMEA PSO Ops WIP Adjustments Allows resource to approve any WIP adjustment.
Allows resource to create bills using demand billing, batch billing, advanced billing, and
62_EMEA PSO Ops Financial Process - Billing re-billing.
Allows resource to create and print credit memos. This right is dependent on the Report -
Financial Process - Credit Run instance right. To allow printing of a credit memo, the resource need to be granted
62_EMEA PSO Ops Memo the report instance right called Report - Run for the Customer Invoice Report.
Allows resource to print any invoice. This right is dependent on the Report - Run
Financial Process - Print instance right. To allow printing of a credit memo, the resource need to be granted the
62_EMEA PSO Ops Invoices report instance right called Report - Run for the Customer Invoice Report.
Financial Process -
62_EMEA PSO Ops Transaction Entry Allows resource to enter transactions (vouchers).
Financial Process - Work in Allows access to the WIP screens and allows resource to process WIP for all
62_EMEA PSO Ops Process transactions in the WIP table.
Allows resource to create, edit and view documents in the Knowledge Store that
62_EMEA PSO Ops Knowledge Store - Access resource has been given permission to.
62_EMEA PSO Ops Process View Instance - All Allows resource to view all process instances.
Allows user to navigate to Administration Tool. User will need additional rights to perform
62_EMEA PSO Ops Administration - Access individual Administration actions.
Allows user to define Financial cost/rate matrices. This right allows user to create, edit
and view Cost/Rate, Administrative or Tax matrices. The right allows matrix columns to
be configured and entering of rows to create matrix rules. This right also includes the
Financial Maintenance - capability to copy, delete, test and lock/unlock matrices. This right is dependent on
62_EMEA PSO Ops Manage Matrix Administration - Navigate being granted.
Allows resource to create, edit and view documents in the Knowledge Store that
63_COE PSO Ops Knowledge Store - Access resource has been given permission to.
63_COE PSO Ops Process View Instance - All Allows resource to view all process instances.
Allows user to navigate to Administration Tool. User will need additional rights to perform
7_Infor Finance Administration - Access individual Administration actions.
Allows resource to view and edit financial properties of all companies. This right is
dependent on other rights providing view capability for Companies, such as the
7_Infor Finance Company - Edit Financial - All Company - View - All right etc.
7_Infor Finance Company - View - All Allows resource to view general and supplemental properties of all companies.
Allows resource to define matrix. This right allows resource to create, edit and view Cost
Financial Maintenance - Plus Codes, Administrative Method Codes, Tax Authority Codes and Tax Methods. This
7_Infor Finance Define Matrix right is dependent on Administration - Access right being granted.
Allows resource to define Financial cost/rate matrices. This right allows resource to
create, edit and view Cost/Rate, Administrative or Tax matrices. The right allows matrix
columns to be configured and entering of rows to create matrix rules. This right also
Financial Maintenance - includes the capability to copy, delete, test and lock/unlock matrices. This right is
7_Infor Finance Manage Matrix dependent on Administration - Access being granted.
Allows resource to create, edit and view documents in the Knowledge Store that
7_Infor Finance Knowledge Store - Access resource has been given permission to.
Financial Process - Approve Allows resource to approve or reject billing transactions that resource has billing
7_Infor Finance Billing and Credit Memos approval rights for. This rights also includes the ability to Print Batch Billing.
Allows user to create bills using demand billing, batch billing, advanced billing, and re-
7_Infor Finance Financial Process - Billing billing.
Allows resource to print any invoice. This right is dependent on the Report - Run
Financial Process - Print instance right. To allow printing of a credit memo, the resource need to be granted the
7_Infor Finance Invoices report instance right called Report - Run for the Customer Invoice Report.
Allows user access to the jobs pages. This right is dependent on either the Jobs - Run -
All right or the user being granted instance level rights such as Job - Run, Job - View
7_Infor Finance Jobs - Access Output or Job - Edit Properties.
Allows resource to view all customized portlet pages. This right is dependent on portlet
pages being linked to a menu before they can be displayed. If the portlet page is linked
to the Administration Menu then the user also must be granted the Administration -
7_Infor Finance Page Viewer - All Access right.
7_Infor Finance Portlet Viewer - All Allows resource to view all portlets and add them to pages.
Project - Financial Planning - Allows resource to view and edit the financial plan for all projects. This allows the
7_Infor Finance All resource to enter budgets and forecasts for all projects.
Project - Financial Planning Allows resource to approve and submit the financial plan for all projects. This right also
7_Infor Finance Approval - All allows resource to enter budgets and forecasts for all projects.
Allows resource access to the reports pages. This right is dependent on either the
Reports - Run - All right or the resource being granted instance level rights such as
7_Infor Finance Reports - Access Report - Run, Report - View Output or Report - Edit Properties.
Allows user to run any report. Allows scheduling of any report, editing of the report
properties for any report and viewing the output of any report. This right is dependent on
7_Infor Finance Reports - Run - All Reports - Access being granted.
Allows resource to view the output of any report. This right is dependent on Reports -
7_Infor Finance Reports - View Output - All Access being granted.
WIP Accrual Groupings - Allows resource to create WIP Accrual Groupings objects. This includes the page
7_Infor Finance Create navigation right.
WIP Accrual Groupings - Edit Allows resource to edit all WIP Accrual Groupings objects. This includes the page
7_Infor Finance All navigation right.
WIP Accrual Groupings -
7_Infor Finance Navigate Allows resource to navigate to WIP Accrual Groupings object pages.
WIP Accrual Groupings - View Allows resource to view all WIP Accrual Groupings objects. This includes the page
7_Infor Finance All navigation right.
Allows resource access to the Administration Tool only. Does not give access to any
90_Help Desk Administration - Access parts of the Administration Tool.
Allows resource to access the authorization and authentication section within the
90_Help Desk Administration - Authorization administration tool. This right includes the Administration - Access right.
Allows resource to create, edit and view documents in the Knowledge Store that
90_Help Desk Knowledge Store - Access resource has been given permission to.
Administration - Partition Allows user to manage Partition Models. Does not include the Administration - Navigate
90_Help Desk Models right.
Resource - Authorization Allows resource access to Administrator pages for creating, editing and viewing
90_Help Desk Access Screens resources. This right is dependent on Administration - Access being granted.
Allows resource to create a new resource or role specifying general properties only. This
right allows resource to create both labor and non-labor resources. This right is
90_Help Desk Resource - Create dependent on Resource - Navigate being granted.
Allows resource to view and edit general information, contact information, financial
information, skills and calendar for all resources. This right is dependent on Resource -
90_Help Desk Resource - Edit - All Navigate being granted.
Allows resource access to the Resource list, Resource Finder, and Requisitions pages.
The resource will only be able to view resource information for resources to which the
90_Help Desk Resource - Navigate resource has access.
Project - View Management - Allows resource to view the general and management properties and processes on all
90_Help Desk All projects which has been enabled for management.
Add-In Administration Pages
91_Clarity Support Access Access to Add-In Management Administration Pages
Allows resource access to the Administration Tool only. Does not give access to any
91_Clarity Support Administration - Access parts of the Administration Tool.
Allows resource access the OBS, Time, Data Administration and General Settings
sections within within the administration tool. This right includes the Administration -
91_Clarity Support Administration - Application Access right.
Allows resource to access the authorization and authentication section within the
91_Clarity Support Administration - Authorization administration tool. This right includes the Administration - Access right.
Allows resource to view and edit all companies as well as to create new companies. This
right does not allow the resource to view documents for the company unless specific
91_Clarity Support Company - Create access to the folders or documents have been granted.
Allows resource to access all documents and forms attached to companies. This right
Company - Document allows resource to: create new form folders; create new document folders; add forms to
91_Clarity Support Manager - Administrate - All folders; attach document templates to forms; delete forms; create ne
Company - Document Allows resource to access all documents and forms attached to companies. Includes
91_Clarity Support Manager - Read - All ability to view history, versions and processes for documents.
Allows resource to access all documents and forms attached to companies. Includes
ability to create new form folders, create new document folders, add forms to folders,
Company - Document attach document templates to forms, delete forms owned by the resource, create new
Manager - Read / Write / document folders, add documents, delete document added by the resource, copy
91_Clarity Support Delete your own documents, and view history, versions and processes on documents.
91_Clarity Support Company - Edit - All Allows resource to view and edit general and supplemental properties of all companies.
Allows resource to view and edit financial properties of all companies. This right is
dependent on other rights providing view capability for Companies, such as the
91_Clarity Support Company - Edit Financial - All Company - View - All right etc.
91_Clarity Support Company - View - All Allows resource to view general and supplemental properties of all companies.
Allows resource to view financial properties of all companies. This right is dependent on
Company - View Financial - other rights providing view capability for Companies, such as the Company - View - All
91_Clarity Support All right etc.
Allows resource to define matrix. This right allows resource to create, edit and view Cost
Financial Maintenance - Plus Codes, Administrative Method Codes, Tax Authority Codes and Tax Methods. This
91_Clarity Support Define Matrix right is dependent on Administration - Access right being granted.
Financial Maintenance -
91_Clarity Support Financial Management Allows access to Financial Management module in Application Administration.
Allows resource to define Financial cost/rate matrices. This right allows resource to
create, edit and view Cost/Rate, Administrative or Tax matrices. The right allows matrix
columns to be configured and entering of rows to create matrix rules. This right also
Financial Maintenance - includes the capability to copy, delete, test and lock/unlock matrices. This right is
91_Clarity Support Manage Matrix dependent on Administration - Access being granted.
Financial Process - Approve Allows resource to approve or reject billing transactions that resource has billing
91_Clarity Support Billing and Credit Memos approval rights for. This rights also includes the ability to Print Batch Billing.
Financial Process - Approve
91_Clarity Support Credit Memo Allows resource to approve credit memos.
Financial Process - Approve
91_Clarity Support WIP Adjustments Allows resource to approve any WIP adjustment.
Allows resource to create bills using demand billing, batch billing, advanced billing, and
91_Clarity Support Financial Process - Billing re-billing.
Allows resource to create and print credit memos. This right is dependent on the Report -
Financial Process - Credit Run instance right. To allow printing of a credit memo, the resource need to be granted
91_Clarity Support Memo the report instance right called Report - Run for the Customer Invoice Report.
Financial Process - GL
91_Clarity Support Posting Allows resource to post WIP entries to the GL.
Allows resource to print any invoice. This right is dependent on the Report - Run
Financial Process - Print instance right. To allow printing of a credit memo, the resource need to be granted the
91_Clarity Support Invoices report instance right called Report - Run for the Customer Invoice Report.
Financial Process -
91_Clarity Support Transaction Entry Allows resource to enter transactions (vouchers).
Financial Process - Work in Allows access to the WIP screens and allows resource to process WIP for all
91_Clarity Support Process transactions in the WIP table.
91_Clarity Support Ideas - Create Allows creation of ideas
91_Clarity Support Ideas - Navigate Access to the ideas management pages
91_Clarity Support Incidents - Access Allows resource to access the incident pages.
Allows resource to access the incident administration pages, and administer the
91_Clarity Support Incidents - Administrate category-investment mapping, category-group mapping and priority setup.
Allows resource to create new incidents and edit the incidents that the resource has
created. This gives limited access to incident properties. This right includes Incidents -
91_Clarity Support Incidents - Create Access.
Allows resource to create new incidents and edit all incidents on the incident pages. This
91_Clarity Support Incidents - Create/Edit - All right includes Incidents - Access and Incidents - Select Category - All.
91_Clarity Support Incidents - Override Priority Allows resource to override the priority of the incident to which the resource has access.
Incidents - Select Category - Allows resource to select all categories on the incident pages. This right includes
91_Clarity Support All Incidents - Access.
91_Clarity Support IT Mgmt Pages Access Access to IT Management Pages
Allows resource access to the jobs pages. This right is dependent on either the Jobs -
Run - All right or the resource being granted instance level rights such as Job - Run, Job
91_Clarity Support Jobs - Access - View Output or Job - Edit Properties.
Allows resource to run any job. Allows scheduling of any job, editing of the job properties
for any job and viewing the output of any job. This right is dependent on Jobs - Access
91_Clarity Support Jobs - Run - All being granted.
Allows resource to view the output of any job. This right is dependent on Jobs - Access
91_Clarity Support Jobs - View Output - All being granted.
Allows resource to create, edit and view documents in the Knowledge Store that
91_Clarity Support Knowledge Store - Access resource has been given permission to.
Knowledge Store - Allows resource to administer folders and documents in the Knowledge Store that
91_Clarity Support Administrate resource has been given permission to.
91_Clarity Support Knowledge Store - View All Allows resource to view all documents in the Knowledge Store.
Allows resource to use the Capacity Planner feature for resources and projects the
Management - Capacity resource has access to. This right is dependent on the resource having rights to
91_Clarity Support Planning resources and projects at either the instance level or OBS level.
Allows resource to use Niku Author to create and save methods to the Niku 6 repository,
including any shipped methods. NOTE. Granting this right implies that a license to the
91_Clarity Support Management - Methodology Niku Author module has been purchased.
Allowed resource access to the Program Management features for programs and
projects the resource has access to. This right is dependent on the resource having
91_Clarity Support Management - Programs rights to programs and projects at either the instance level or OBS level.
Management - Schedule In
91_Clarity Support Browser Allow scheduling in the browser.
Allows resource to view and edit opportunity properties of any project to which the
resource has view access. This right is dependent on the resource having either Project -
View, Project View Management, Project - View Opportunity or Project Manager right for
91_Clarity Support Opportunity - Edit - All the project.
Other Investment - Approve
91_Clarity Support All Allows approval of all other investments
91_Clarity Support Other Investment - Create Allows creation of other investments
Other Investment - Edit
91_Clarity Support Access All Allows editing the access rights page of all Other Investments, includes delete
91_Clarity Support Other Investment - Edit All Allows editing of all other investments, includes delete
91_Clarity Support Other Investment - Navigate Access to the other investment management pages
91_Clarity Support Other Investment - View All Allows viewing of all other investments
Allows resource to view the definition of all pages in the administration tool. This right is
91_Clarity Support Page Definition Viewer - All dependent on Administration - Access right being granted.
Allows resource to view all customized portlet pages. This right is dependent on portlet
pages being linked to a menu before they can be displayed. If the portlet page is linked
to the Administration Menu then the user also must be granted the Administration -
91_Clarity Support Page Viewer - All Access right.
91_Clarity Support Partition - Administer Enables administration of the Partition Models
91_Clarity Support Portfolio - Create Allows creation of portfolios
91_Clarity Support Portfolio - Edit Access All Allows editing the access rights page of all Portfolio, includes delete
91_Clarity Support Portfolio - Edit All Allows editing of all portfolios, includes delete
91_Clarity Support Portfolio - Navigate Access to the portfolio management pages
91_Clarity Support Portfolio - View All Allows viewing of all portfolios
91_Clarity Support Portlet Viewer - All Allows resource to view all portlets and add them to pages.
Allows resource to cancel a process instance from any of the process definitions in the
91_Clarity Support Process - Cancel - All system.
91_Clarity Support Process - Create Definition Allows resource to create new process definitions or copy existing process definitions.
Allows resource to delete a process instance from any of the process definitions in the
91_Clarity Support Process - Delete - All system.
91_Clarity Support Process - Edit Definition - All Allows resource to edit all process definitions.
91_Clarity Support Process - View Definition - All Allows resource to view all process definitions.
91_Clarity Support Process Access Allows resource to access Process pages in the administration tool.
91_Clarity Support Process Engine Monitoring Enables navigation to the process engine monitoring and administration
91_Clarity Support Process View Instance - All Allows resource to view all process instances.
91_Clarity Support Product - Approve All Allows approval of all products
91_Clarity Support Product - Create Allows creation of products
91_Clarity Support Product - Edit Access All Allows editing the access rights page of all Products, includes delete
91_Clarity Support Product - Edit All Allows editing of all products, includes delete
91_Clarity Support Product - Navigate Access to the product management pages
91_Clarity Support Product - View All Allows viewing of all products
91_Clarity Support Project - Approve All Allows approval of all projects
Allows resource to attach resources to all requisition entries. This right includes the right
Project - Attach Requisitions to navigate to the requisition pages, but does not include the right to create new
91_Clarity Support Entry Resources - All requisitions or entries.
Allows resource to create a new project or program specifying general project properties.
A resource granted this right will automatically become the collaboration manager for the
91_Clarity Support Project - Create project and will be able to create action items, discussion
Project - Create/Edit Allows resource to create and edit all requisitions. This right includes the right to navigate
91_Clarity Support Requisitions - All to the requisition pages.
Project - Edit Assigned Tasks
91_Clarity Support - All Edit Assigned Tasks on any Project
Allows resource to view and edit general properties, processes and financial information
on all projects. This right will also allows the resource to enable financial fields on a
91_Clarity Support Project - Edit Financial - All project.
Allows resource to edit the general and management properties, staff and tasks for any
project that has been enabled for management. This includes the ability to add sub-
projects to that project as well as to edit it in Microsoft Project and Open Workbench.
Project - Edit Management - This right also allows the resource to create processes on any project and to edit the
91_Clarity Support All processes that he or she creates.
Allows resource to add unplanned tasks to any project when completing his timesheet if
91_Clarity Support Project - Edit Project Plan - All he is a team member on that project.
Project - Edit Requisition Allows resource to create and edit requisition entries. This right includes the right to
91_Clarity Support Entries - All navigate to the requisition pages.
Allows resource to enable financials properties for project to which the resource has view
access. This right is dependent on the resource having either Project - View, Project
View Management, Project - View Opportunity or Project Manager right for the project.
The resource will also be able to enable financial properties for projects where the
91_Clarity Support Project - Enable Financial resource is a participant or collaboration manager.
Allows resource to enable the opportunity properties for projects to which the resource
has view access. This right is dependent on the resource having either Project - View,
Project View Management or Project Manager right for the project. The resource will also
be able opportunity properties for projects where the resource is a participant or
91_Clarity Support Project - Enable Opportunity collaboration manager.
Project - Financial Planning - Allows resource to view and edit the financial plan for all projects. This allows the
91_Clarity Support All resource to enter budgets and forecasts for all projects.
Project - Financial Planning - Allows resource to view and edit the financial budget plan for all projects. This allows the
91_Clarity Support Budget resource to enter budgets for all projects.
Project - Financial Planning - Allows resource to view and edit the financial forecast plan for all projects. This allows
91_Clarity Support Forecast the resource to enter forecasts for all projects.
Project - Financial Planning Allows resource to approve and submit the financial plan for all projects. This right also
91_Clarity Support Approval - All allows resource to enter budgets and forecasts for all projects.
Project - Financial Planning Allows resource to approve and submit the financial budget plan for all projects. This
91_Clarity Support Approval - All - Budget right also allows resource to enter budgets for all projects.
Project - Financial Planning Allows resource to approve and submit the financial forecast plan for all projects. This
91_Clarity Support Approval - All - Forecast right also allows resource to enter forecasts for all projects.
Allows resource to baseline all projects which has been enabled for Management. The
91_Clarity Support Project - Modify Baseline - All rights also allows resource to view the general project properties and processes.
Allows resource to view the general and financial properties and processes on all
projects. This right does not include the right to view the financial plan
91_Clarity Support Project - View Financial - All (budgets/forecasts).
Project - View Management - Allows resource to view the general and management properties and processes on all
91_Clarity Support All projects which has been enabled for management.
Project - View Opportunity - Allows resource to view all opportunities. The resource will be allowed to view the
91_Clarity Support All management, opportunity and process sections of the opportunity.
Project - View Requisition Allows resource to view all requisition entries. This right includes the right to navigate to
91_Clarity Support Entries - All the requisition pages.
Project - View Requisitions -
91_Clarity Support All Allows resource to view all requisitions, but not the individual requisition entries.
Allows resource to view the tasks and work breakdown structure for all project to which
91_Clarity Support Project - View Tasks - All the resource has access.
Allows resource access to the reports pages. This right is dependent on either the
Reports - Run - All right or the resource being granted instance level rights such as
91_Clarity Support Reports - Access Report - Run, Report - View Output or Report - Edit Properties.
Allows resource to run any report. Allows scheduling of any report, editing of the report
properties for any report and viewing the output of any report. This right is dependent on
91_Clarity Support Reports - Run - All Reports - Access being granted.
Allows resource to view the output of any report. This right is dependent on Reports -
91_Clarity Support Reports - View Output - All Access being granted.
Reports and Jobs - Access resource to view report and job definitions. The right also allows resource to view
91_Clarity Support Administrator Access the reports and jobs categories.
Reports and Jobs - Edit Allows resource to edit any report or job definition. This right is dependent on Report and
91_Clarity Support Definition - All Jobs - Administer Access being granted.
91_Clarity Support Resource - Approve Ideas All Allows approval of ideas for all resources
Resource - Authorization Allows resource access to Administrator pages for creating, editing and viewing
91_Clarity Support Access Screens resources. This right is dependent on Administration - Access being granted.
Allows resource to create a new resource or role specifying general properties only. This
right allows resource to create both labor and non-labor resources. This right is
91_Clarity Support Resource - Create dependent on Resource - Navigate being granted.
Allows resource to create, edit and view documents, folders and forms for resources that
Resource - Document the resource has been granted Resource - View for. This right is dependent on Resource
91_Clarity Support Manager - Administer - All - Navigate being granted.
Allows resource view-only access to the documents, folders and forms for resources that
Resource - Document the resource has been granted Resource - View for. This right is dependent on Resource
91_Clarity Support Manager - Read - All - Navigate being granted.
Allows resource to create, view and edit documents and forms for resources that the
Resource - Document resource has been granted Resource - View for. It also allows the resource to delete
Manager - Read / Write / documents, folder or forms that the resource has created. This right is dependent on
91_Clarity Support Delete your own Resource - Navigate being granted.
Allows resource to view and edit general information, contact information, financial
information, skills and calendar for all resources. This right is dependent on Resource -
91_Clarity Support Resource - Edit - All Navigate being granted.
91_Clarity Support Resource - Edit Ideas All Allows editing of ideas for all resources, includes delete
Allows access to the Resource list, Resource Finder and Requisitions. Includes the
ability to view resource general information, contact information, financial information,
91_Clarity Support Resource - External Access calendar and skills of resources to which the user has been granted Resource - View.
Allows resource to Soft or Hard book all resources to a projects that has been enabled
for management and that the resource has been granted Project - View or Project - Edit
91_Clarity Support Resource - Hard Book - All for.
Allows resource access to the Resource list, Resource Finder, and Requisitions pages.
The resource will only be able to view resource information for resources to which the
91_Clarity Support Resource - Navigate resource has access.
Allows resource to Soft book all resources to a projects that has been enabled for
91_Clarity Support Resource - Soft Book - All management and that the resource has been granted Project - Edit for.
Allows resource to create, edit and view skills for resources that the resource has been
granted Resource - View right for. This right also allows the resource to view resource
general information, contact information, financial information and calendar, but does not
allow resource to edit that information. This right is dependent on Resource - Navigate
91_Clarity Support Resource - Update Skills being granted.
Allows resource to view all resources and their information except the financial properties
91_Clarity Support Resource - View - All of the resource. This right is dependent on Resource - Navigate being granted.
91_Clarity Support Resource - View Book - All Allows resource to view bookings for all resources.
Resource - View Financial - Allows resource to view financial properties on all resources. This right is dependent on
91_Clarity Support All Resource - Navigate being granted.
91_Clarity Support Resource - View Ideas All Allows viewing of ideas for all resources
Allows resource to create Resource Change objects. This includes the page navigation
91_Clarity Support Resource Change - Create right.
Allows resource to edit all Resource Change objects. This includes the page navigation
91_Clarity Support Resource Change - Edit All right.
Allows resource to view all Resource Change objects. This includes the page navigation
91_Clarity Support Resource Change - View All right.
Resource Change Notes - Allows resource to create Resource Change Notes objects. This includes the page
91_Clarity Support Create navigation right.
Resource Change Notes - Allows resource to edit all Resource Change Notes objects. This includes the page
91_Clarity Support Edit All navigation right.
Resource Change Notes - Allows resource to view all Resource Change Notes objects. This includes the page
91_Clarity Support View All navigation right.
Risk, Issue, Change Request Allows resources to delete all risks, issues, and change requests on projects for which
91_Clarity Support - Delete - All they are staffed.
Risk, Issue, Change Request Allows resources to create and edit all risks, issues, and change requests on a project
91_Clarity Support - Edit - All instance.
Risk, Issue, Change Request
91_Clarity Support - View - All Allows resources to view all risks, issues, and change requests on a project instance.
91_Clarity Support Software Download - JRE Grants access to download the JRE from account settings page.
Software Download - Grants access to download the Clarity Microsoft Project Interface from account settings
91_Clarity Support Microsoft Project Interface page.
Software Download - Open
91_Clarity Support Workbench Grants access to download Open Workbench from account settings page.
Software Download - SVG
91_Clarity Support Viewer Grants access to download the SVG Viewer from account settings page.
91_Clarity Support System Partition - Administer Enables administration of the System Partition
91_Clarity Support Timesheets - Approve All Allows resource to approve all submitted timesheets in the system.
91_Clarity Support Timesheets - Edit All Allows resource to edit all timesheets in the system.
Allows resource to access the timesheets list page. The resource will only be able to see
91_Clarity Support Timesheets - Navigate timesheets the resource has edit or approve timesheets rights over.
Add-In Administration Pages
92_Clarity Admin and Dev Access Access to Add-In Management Administration Pages
Allows resource access to the Administration Tool only. Does not give access to any
92_Clarity Admin and Dev Administration - Access parts of the Administration Tool.
Allows resource access the OBS, Time, Data Administration and General Settings
sections within within the administration tool. This right includes the Administration -
92_Clarity Admin and Dev Administration - Application Access right.
Allows resource to access the authorization and authentication section within the
92_Clarity Admin and Dev Administration - Authorization administration tool. This right includes the Administration - Access right.
92_Clarity Admin and Dev Application - Approve All Allows approval of all applications
92_Clarity Admin and Dev Application - Create Allows creation of applications
92_Clarity Admin and Dev Application - Edit Access All Allows editing the access rights page of all Applications, includes delete
92_Clarity Admin and Dev Application - Edit All Allows editing of all applications, includes delete
92_Clarity Admin and Dev Application - Navigate Access to the application management pages
92_Clarity Admin and Dev Application - View All Allows viewing of all applications
92_Clarity Admin and Dev Asset - Approve All Allows approval of all assets
92_Clarity Admin and Dev Asset - Create Allows creation of assets
92_Clarity Admin and Dev Asset - Edit Access All Allows editing the access rights page of all Assets, includes delete
92_Clarity Admin and Dev Asset - Edit All Allows editing of all assets, includes delete
92_Clarity Admin and Dev Asset - Navigate Access to the asset management pages
92_Clarity Admin and Dev Asset - View All Allows viewing of all assets
Allows resource to view and edit all companies as well as to create new companies. This
right does not allow the resource to view documents for the company unless specific
92_Clarity Admin and Dev Company - Create access to the folders or documents have been granted.
Allows resource to access all documents and forms attached to companies. This right
Company - Document allows resource to: create new form folders; create new document folders; add forms to
92_Clarity Admin and Dev Manager - Administrate - All folders; attach document templates to forms; delete forms; create ne
Company - Document Allows resource to access all documents and forms attached to companies. Includes
92_Clarity Admin and Dev Manager - Read - All ability to view history, versions and processes for documents.
Allows resource to access all documents and forms attached to companies. Includes
ability to create new form folders, create new document folders, add forms to folders,
Company - Document attach document templates to forms, delete forms owned by the resource, create new
Manager - Read / Write / document folders, add documents, delete document added by the resource, copy
92_Clarity Admin and Dev Delete your own documents, and view history, versions and processes on documents.
92_Clarity Admin and Dev Company - Edit - All Allows resource to view and edit general and supplemental properties of all companies.
Allows resource to view and edit financial properties of all companies. This right is
dependent on other rights providing view capability for Companies, such as the
92_Clarity Admin and Dev Company - Edit Financial - All Company - View - All right etc.
92_Clarity Admin and Dev Company - View - All Allows resource to view general and supplemental properties of all companies.
Allows resource to view financial properties of all companies. This right is dependent on
Company - View Financial - other rights providing view capability for Companies, such as the Company - View - All
92_Clarity Admin and Dev All right etc.
Allows resource to define matrix. This right allows resource to create, edit and view Cost
Financial Maintenance - Plus Codes, Administrative Method Codes, Tax Authority Codes and Tax Methods. This
92_Clarity Admin and Dev Define Matrix right is dependent on Administration - Access right being granted.
Financial Maintenance -
92_Clarity Admin and Dev Financial Management Allows access to Financial Management module in Application Administration.
Allows resource to define the Financial Organizational Structure and Financial Fiscal
Periods. This right allow resource to create, edit and view Entities, Locations,
Departments, Resource Classes, Company Classes, Work in Process Classes, Project
Classes, Transaction Classes, Currencies, Foreign Exchange Rates, GL Accounts,
Resource Credits, Project Level Allocations, Task Level Allocations, Units of Measure,
Financial Maintenance - Cost Key Definitions, Vendors, Batch Cycle Definitions, Batch Cycle Assignments and
Financial Organizational Batch Output. Resources can also Copy Departments to Locations. This right is
92_Clarity Admin and Dev Structure dependent on Administration - Access being granted.
Financial Maintenance - GL Allows resource to distribute transactions from Niku 6 to the GL chart of accounts. Also
92_Clarity Admin and Dev Integration allows resource to post these transactions to the GL.
Allows resource to define Financial cost/rate matrices. This right allows resource to
create, edit and view Cost/Rate, Administrative or Tax matrices. The right allows matrix
columns to be configured and entering of rows to create matrix rules. This right also
Financial Maintenance - includes the capability to copy, delete, test and lock/unlock matrices. This right is
92_Clarity Admin and Dev Manage Matrix dependent on Administration - Access being granted.
Financial Process - Approve Allows resource to approve or reject billing transactions that resource has billing
92_Clarity Admin and Dev Billing and Credit Memos approval rights for. This rights also includes the ability to Print Batch Billing.
Financial Process - Approve
92_Clarity Admin and Dev Credit Memo Allows resource to approve credit memos.
Financial Process - Approve
92_Clarity Admin and Dev WIP Adjustments Allows resource to approve any WIP adjustment.
Allows resource to create bills using demand billing, batch billing, advanced billing, and
92_Clarity Admin and Dev Financial Process - Billing re-billing.
Allows resource to create and print credit memos. This right is dependent on the Report -
Financial Process - Credit Run instance right. To allow printing of a credit memo, the resource need to be granted
92_Clarity Admin and Dev Memo the report instance right called Report - Run for the Customer Invoice Report.
Financial Process - GL
92_Clarity Admin and Dev Posting Allows resource to post WIP entries to the GL.
Allows resource to print any invoice. This right is dependent on the Report - Run
Financial Process - Print instance right. To allow printing of a credit memo, the resource need to be granted the
92_Clarity Admin and Dev Invoices report instance right called Report - Run for the Customer Invoice Report.
Financial Process -
92_Clarity Admin and Dev Transaction Entry Allows resource to enter transactions (vouchers).
Financial Process - Work in Allows access to the WIP screens and allows resource to process WIP for all
92_Clarity Admin and Dev Process transactions in the WIP table.
92_Clarity Admin and Dev Ideas - Create Allows creation of ideas
92_Clarity Admin and Dev Ideas - Navigate Access to the ideas management pages
92_Clarity Admin and Dev Incidents - Access Allows resource to access the incident pages.
Allows resource to access the incident administration pages, and administer the
92_Clarity Admin and Dev Incidents - Administrate category-investment mapping, category-group mapping and priority setup.
Allows resource to create new incidents and edit the incidents that the resource has
created. This gives limited access to incident properties. This right includes Incidents -
92_Clarity Admin and Dev Incidents - Create Access.
Allows resource to create new incidents and edit all incidents on the incident pages. This
92_Clarity Admin and Dev Incidents - Create/Edit - All right includes Incidents - Access and Incidents - Select Category - All.
92_Clarity Admin and Dev Incidents - Override Priority Allows resource to override the priority of the incident to which the resource has access.
Incidents - Select Category - Allows resource to select all categories on the incident pages. This right includes
92_Clarity Admin and Dev All Incidents - Access.
92_Clarity Admin and Dev IT Mgmt Pages Access Access to IT Management Pages
Allows resource access to the jobs pages. This right is dependent on either the Jobs -
Run - All right or the resource being granted instance level rights such as Job - Run, Job
92_Clarity Admin and Dev Jobs - Access - View Output or Job - Edit Properties.
Allows resource to run any job. Allows scheduling of any job, editing of the job properties
for any job and viewing the output of any job. This right is dependent on Jobs - Access
92_Clarity Admin and Dev Jobs - Run - All being granted.
Allows resource to view the output of any job. This right is dependent on Jobs - Access
92_Clarity Admin and Dev Jobs - View Output - All being granted.
Allows resource to create, edit and view documents in the Knowledge Store that
92_Clarity Admin and Dev Knowledge Store - Access resource has been given permission to.
Knowledge Store - Allows resource to administer folders and documents in the Knowledge Store that
92_Clarity Admin and Dev Administrate resource has been given permission to.
92_Clarity Admin and Dev Knowledge Store - View All Allows resource to view all documents in the Knowledge Store.
Allows resource to use the Capacity Planner feature for resources and projects the
Management - Capacity resource has access to. This right is dependent on the resource having rights to
92_Clarity Admin and Dev Planning resources and projects at either the instance level or OBS level.
Allows resource to use Niku Author to create and save methods to the Niku 6 repository,
including any shipped methods. NOTE. Granting this right implies that a license to the
92_Clarity Admin and Dev Management - Methodology Niku Author module has been purchased.
Allowed resource access to the Program Management features for programs and
projects the resource has access to. This right is dependent on the resource having
92_Clarity Admin and Dev Management - Programs rights to programs and projects at either the instance level or OBS level.
Management - Schedule In
92_Clarity Admin and Dev Browser Allow scheduling in the browser.
92_Clarity Admin and Dev Menu Definition Viewer - All Allows resource to view the definition of a menu in the administration tool.
Allows resource access to download offline timesheet template from the Account
92_Clarity Admin and Dev Offline Timesheet - Download Settings: Software Downloads page.
Allows resource to view and edit opportunity properties of any project to which the
resource has view access. This right is dependent on the resource having either Project -
View, Project View Management, Project - View Opportunity or Project Manager right for
92_Clarity Admin and Dev Opportunity - Edit - All the project.
Other Investment - Approve
92_Clarity Admin and Dev All Allows approval of all other investments
92_Clarity Admin and Dev Other Investment - Create Allows creation of other investments
Other Investment - Edit
92_Clarity Admin and Dev Access All Allows editing the access rights page of all Other Investments, includes delete
92_Clarity Admin and Dev Other Investment - Edit All Allows editing of all other investments, includes delete
92_Clarity Admin and Dev Other Investment - Navigate Access to the other investment management pages
92_Clarity Admin and Dev Other Investment - View All Allows viewing of all other investments
Allows resource to view the definition of all pages in the administration tool. This right is
92_Clarity Admin and Dev Page Definition Viewer - All dependent on Administration - Access right being granted.
Allows resource to view all customized portlet pages. This right is dependent on portlet
pages being linked to a menu before they can be displayed. If the portlet page is linked
to the Administration Menu then the user also must be granted the Administration -
92_Clarity Admin and Dev Page Viewer - All Access right.
92_Clarity Admin and Dev Partition - Administer Enables administration of the Partition Models
92_Clarity Admin and Dev Portfolio - Create Allows creation of portfolios
92_Clarity Admin and Dev Portfolio - Edit Access All Allows editing the access rights page of all Portfolio, includes delete
92_Clarity Admin and Dev Portfolio - Edit All Allows editing of all portfolios, includes delete
92_Clarity Admin and Dev Portfolio - Navigate Access to the portfolio management pages
92_Clarity Admin and Dev Portfolio - View All Allows viewing of all portfolios
92_Clarity Admin and Dev Portlet Viewer - All Allows resource to view all portlets and add them to pages.
Allows resource to cancel a process instance from any of the process definitions in the
92_Clarity Admin and Dev Process - Cancel - All system.
92_Clarity Admin and Dev Process - Create Definition Allows resource to create new process definitions or copy existing process definitions.
Allows resource to delete a process instance from any of the process definitions in the
92_Clarity Admin and Dev Process - Delete - All system.
92_Clarity Admin and Dev Process - Edit Definition - All Allows resource to edit all process definitions.
Allows resource to manage process instance for any of the process definitions in the
92_Clarity Admin and Dev Process - Manage - All system.
Allows resource to start a new process instance from any of the process definitions in the
92_Clarity Admin and Dev Process - Start - All system.
92_Clarity Admin and Dev Process - View Definition - All Allows resource to view all process definitions.
92_Clarity Admin and Dev Process Access Allows resource to access Process pages in the administration tool.
92_Clarity Admin and Dev Process Engine Monitoring Enables navigation to the process engine monitoring and administration
92_Clarity Admin and Dev Process View Instance - All Allows resource to view all process instances.
92_Clarity Admin and Dev Product - Approve All Allows approval of all products
92_Clarity Admin and Dev Product - Create Allows creation of products
92_Clarity Admin and Dev Product - Edit Access All Allows editing the access rights page of all Products, includes delete
92_Clarity Admin and Dev Product - Edit All Allows editing of all products, includes delete
92_Clarity Admin and Dev Product - Navigate Access to the product management pages
92_Clarity Admin and Dev Product - View All Allows viewing of all products
92_Clarity Admin and Dev Project - Approve All Allows approval of all projects
Allows resource to attach resources to all requisition entries. This right includes the right
Project - Attach Requisitions to navigate to the requisition pages, but does not include the right to create new
92_Clarity Admin and Dev Entry Resources - All requisitions or entries.
Allows resource to create a new project or program specifying general project properties.
A resource granted this right will automatically become the collaboration manager for the
92_Clarity Admin and Dev Project - Create project and will be able to create action items, discussion
Project - Create/Edit Allows resource to create and edit all requisitions. This right includes the right to navigate
92_Clarity Admin and Dev Requisitions - All to the requisition pages.
92_Clarity Admin and Dev Project - Delete All Allows resource to delete any project or program.
Project - Edit Assigned Tasks
92_Clarity Admin and Dev - All Edit Assigned Tasks on any Project
Allows resource to view and edit general properties, processes and financial information
on all projects. This right will also allows the resource to enable financial fields on a
92_Clarity Admin and Dev Project - Edit Financial - All project.
Allows resource to edit the general and management properties, staff and tasks for any
project that has been enabled for management. This includes the ability to add sub-
projects to that project as well as to edit it in Microsoft Project and Open Workbench.
Project - Edit Management - This right also allows the resource to create processes on any project and to edit the
92_Clarity Admin and Dev All processes that he or she creates.
Allows resource to add unplanned tasks to any project when completing his timesheet if
92_Clarity Admin and Dev Project - Edit Project Plan - All he is a team member on that project.
Project - Edit Requisition Allows resource to create and edit requisition entries. This right includes the right to
92_Clarity Admin and Dev Entries - All navigate to the requisition pages.
Allows resource to enable financials properties for project to which the resource has view
access. This right is dependent on the resource having either Project - View, Project
View Management, Project - View Opportunity or Project Manager right for the project.
The resource will also be able to enable financial properties for projects where the
92_Clarity Admin and Dev Project - Enable Financial resource is a participant or collaboration manager.
Allows resource to enable the opportunity properties for projects to which the resource
has view access. This right is dependent on the resource having either Project - View,
Project View Management or Project Manager right for the project. The resource will also
be able opportunity properties for projects where the resource is a participant or
92_Clarity Admin and Dev Project - Enable Opportunity collaboration manager.
Project - Financial Planning - Allows resource to view and edit the financial plan for all projects. This allows the
92_Clarity Admin and Dev All resource to enter budgets and forecasts for all projects.
Project - Financial Planning - Allows resource to view and edit the financial budget plan for all projects. This allows the
92_Clarity Admin and Dev Budget resource to enter budgets for all projects.
Project - Financial Planning - Allows resource to view and edit the financial forecast plan for all projects. This allows
92_Clarity Admin and Dev Forecast the resource to enter forecasts for all projects.
Project - Financial Planning Allows resource to approve and submit the financial plan for all projects. This right also
92_Clarity Admin and Dev Approval - All allows resource to enter budgets and forecasts for all projects.
Project - Financial Planning Allows resource to approve and submit the financial budget plan for all projects. This
92_Clarity Admin and Dev Approval - All - Budget right also allows resource to enter budgets for all projects.
Project - Financial Planning Allows resource to approve and submit the financial forecast plan for all projects. This
92_Clarity Admin and Dev Approval - All - Forecast right also allows resource to enter forecasts for all projects.
Allows resource to baseline all projects which has been enabled for Management. The
92_Clarity Admin and Dev Project - Modify Baseline - All rights also allows resource to view the general project properties and processes.
Project - Subpage Billing (ID:
92_Clarity Admin and Dev 5004019) - Edit All Allows resource to edit all Project objects using secured subpage Billing (ID: 5004019).
Project - Subpage Billing (ID: Allows resource to navigate to all Project objects using secured subpage Billing (ID:
92_Clarity Admin and Dev 5004019) - View All 5004019).
Allows resource to view the general and financial properties and processes on all
projects. This right does not include the right to view the financial plan
92_Clarity Admin and Dev Project - View Financial - All (budgets/forecasts).
Project - View Management - Allows resource to view the general and management properties and processes on all
92_Clarity Admin and Dev All projects which has been enabled for management.
Project - View Opportunity - Allows resource to view all opportunities. The resource will be allowed to view the
92_Clarity Admin and Dev All management, opportunity and process sections of the opportunity.
Project - View Requisition Allows resource to view all requisition entries. This right includes the right to navigate to
92_Clarity Admin and Dev Entries - All the requisition pages.
Project - View Requisitions -
92_Clarity Admin and Dev All Allows resource to view all requisitions, but not the individual requisition entries.
Allows resource to view the tasks and work breakdown structure for all project to which
92_Clarity Admin and Dev Project - View Tasks - All the resource has access.
Allows resource access to the reports pages. This right is dependent on either the
Reports - Run - All right or the resource being granted instance level rights such as
92_Clarity Admin and Dev Reports - Access Report - Run, Report - View Output or Report - Edit Properties.
Allows resource to run any report. Allows scheduling of any report, editing of the report
properties for any report and viewing the output of any report. This right is dependent on
92_Clarity Admin and Dev Reports - Run - All Reports - Access being granted.
Allows resource to view the output of any report. This right is dependent on Reports -
92_Clarity Admin and Dev Reports - View Output - All Access being granted.
Reports and Jobs - Access resource to view report and job definitions. The right also allows resource to view
92_Clarity Admin and Dev Administrator Access the reports and jobs categories.
92_Clarity Admin and Dev Resource - Approve Ideas All Allows approval of ideas for all resources
Resource - Authorization Allows resource access to Administrator pages for creating, editing and viewing
92_Clarity Admin and Dev Access Screens resources. This right is dependent on Administration - Access being granted.
Allows resource to create a new resource or role specifying general properties only. This
right allows resource to create both labor and non-labor resources. This right is
92_Clarity Admin and Dev Resource - Create dependent on Resource - Navigate being granted.
Allows resource to create, edit and view documents, folders and forms for resources that
Resource - Document the resource has been granted Resource - View for. This right is dependent on Resource
92_Clarity Admin and Dev Manager - Administer - All - Navigate being granted.
Allows resource view-only access to the documents, folders and forms for resources that
Resource - Document the resource has been granted Resource - View for. This right is dependent on Resource
92_Clarity Admin and Dev Manager - Read - All - Navigate being granted.
Allows resource to create, view and edit documents and forms for resources that the
Resource - Document resource has been granted Resource - View for. It also allows the resource to delete
Manager - Read / Write / documents, folder or forms that the resource has created. This right is dependent on
92_Clarity Admin and Dev Delete your own Resource - Navigate being granted.
Allows resource to view and edit general information, contact information, financial
information, skills and calendar for all resources. This right is dependent on Resource -
92_Clarity Admin and Dev Resource - Edit - All Navigate being granted.
92_Clarity Admin and Dev Resource - Edit Ideas All Allows editing of ideas for all resources, includes delete
Allows access to the Resource list, Resource Finder and Requisitions. Includes the
ability to view resource general information, contact information, financial information,
92_Clarity Admin and Dev Resource - External Access calendar and skills of resources to which the user has been granted Resource - View.
Allows resource to Soft or Hard book all resources to a projects that has been enabled
for management and that the resource has been granted Project - View or Project - Edit
92_Clarity Admin and Dev Resource - Hard Book - All for.
Allows resource access to the Resource list, Resource Finder, and Requisitions pages.
The resource will only be able to view resource information for resources to which the
92_Clarity Admin and Dev Resource - Navigate resource has access.
Allows resource to Soft book all resources to a projects that has been enabled for
92_Clarity Admin and Dev Resource - Soft Book - All management and that the resource has been granted Project - Edit for.
Allows resource to create, edit and view skills for resources that the resource has been
granted Resource - View right for. This right also allows the resource to view resource
general information, contact information, financial information and calendar, but does not
allow resource to edit that information. This right is dependent on Resource - Navigate
92_Clarity Admin and Dev Resource - Update Skills being granted.
Allows resource to view all resources and their information except the financial properties
92_Clarity Admin and Dev Resource - View - All of the resource. This right is dependent on Resource - Navigate being granted.
92_Clarity Admin and Dev Resource - View Book - All Allows resource to view bookings for all resources.
Resource - View Financial - Allows resource to view financial properties on all resources. This right is dependent on
92_Clarity Admin and Dev All Resource - Navigate being granted.
92_Clarity Admin and Dev Resource - View Ideas All Allows viewing of ideas for all resources
Allows resource to create Resource Change objects. This includes the page navigation
92_Clarity Admin and Dev Resource Change - Create right.
Allows resource to edit all Resource Change objects. This includes the page navigation
92_Clarity Admin and Dev Resource Change - Edit All right.
Allows resource to view all Resource Change objects. This includes the page navigation
92_Clarity Admin and Dev Resource Change - View All right.
Resource Change Notes - Allows resource to create Resource Change Notes objects. This includes the page
92_Clarity Admin and Dev Create navigation right.
Resource Change Notes - Allows resource to edit all Resource Change Notes objects. This includes the page
92_Clarity Admin and Dev Edit All navigation right.
Resource Change Notes - Allows resource to view all Resource Change Notes objects. This includes the page
92_Clarity Admin and Dev View All navigation right.
Risk, Issue, Change Request Allows resources to delete all risks, issues, and change requests on projects for which
92_Clarity Admin and Dev - Delete - All they are staffed.
Risk, Issue, Change Request Allows resources to create and edit all risks, issues, and change requests on a project
92_Clarity Admin and Dev - Edit - All instance.
Risk, Issue, Change Request
92_Clarity Admin and Dev - View - All Allows resources to view all risks, issues, and change requests on a project instance.
92_Clarity Admin and Dev Software Download - JRE Grants access to download the JRE from account settings page.
Software Download - Grants access to download the Clarity Microsoft Project Interface from account settings
92_Clarity Admin and Dev Microsoft Project Interface page.
Software Download - Open
92_Clarity Admin and Dev Workbench Grants access to download Open Workbench from account settings page.
Software Download - SVG
92_Clarity Admin and Dev Viewer Grants access to download the SVG Viewer from account settings page.
92_Clarity Admin and Dev System Partition - Administer Enables administration of the System Partition
92_Clarity Admin and Dev Timesheets - Approve All Allows resource to approve all submitted timesheets in the system.
92_Clarity Admin and Dev Timesheets - Edit All Allows resource to edit all timesheets in the system.
Allows resource to access the timesheets list page. The resource will only be able to see
92_Clarity Admin and Dev Timesheets - Navigate timesheets the resource has edit or approve timesheets rights over.
92_Clarity Admin and Dev Custom Objects Editor Allows resource to edit the definition of a Custom Object in the administration tool.
92_Clarity Admin and Dev Menu Definition Editor - All Allows resource to edit and view the definitions of all menus in the administration tool.
92_Clarity Admin and Dev Object - Create Definition Enables creation of a custom object
92_Clarity Admin and Dev Object Administration Customizable Object Administration
Allows resource to edit the definition of all pages in the administration tool. This right is
92_Clarity Admin and Dev Page Definition Editor - All dependent on Administration - Access right being granted.
Allows resource to view the definition of all pages in the administration tool. This right is
92_Clarity Admin and Dev Page Definition Viewer - All dependent on Administration - Access right being granted.
Allows resource to view all customized portlet pages. This right is dependent on portlet
pages being linked to a menu before they can be displayed. If the portlet page is linked
to the Administration Menu then the user also must be granted the Administration -
92_Clarity Admin and Dev Page Viewer - All Access right.
92_Clarity Admin and Dev Partition - Administer Enables administration of the Partition Models
Allows resource to view and edit the definition of all portlets in the administration tool.
92_Clarity Admin and Dev Portlet Definition Editor - All This right is dependent on Administration - Access right being granted.
92_Clarity Admin and Dev Portlet Viewer - All Allows resource to view all portlets and add them to pages.
Allows resource to access Niku Studio pages in the administration tool. Please note that
92_Clarity Admin and Dev Studio Access this right is dependent on the customer having a license to Niku Studio.
92_Clarity Admin and Dev System Partition - Administer Enables administration of the System Partition
Allows resource to run any report. Allows scheduling of any report, editing of the report
properties for any report and viewing the output of any report. This right is dependent on
92_Clarity Admin and Dev Reports - Run - All Reports - Access being granted.
Accounts Receivable Allows user to import and export Accounts Receivable Transaction instances using the
92_Clarity Admin and Dev Transaction - XOG Access XML Open Gateway interface.
Allows user to import and export Admin Code instances using the XML Open Gateway
92_Clarity Admin and Dev Admin Code - XOG Access interface.
Allows resource access the OBS, Time, Data Administration and General Settings
sections within within the administration tool. This right includes the Administration -
92_Clarity Admin and Dev Administration - Application Access right.
Allows user to import and export Application instances using the XML Open Gateway
92_Clarity Admin and Dev Application - XOG Access interface.
Instance or OBS level
Group Access Right
0_Subcontractors Time Entry Portlet - View
Knowledge Store -
1_Infor Employee Access
Timesheets -
1_Infor Employee Navigate
Description
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
XM Support XMSupport
Issues By Priority cop.issuesByPriorityLinkable
My Reports reporting.myReports
Notifications personal.notificationsNugget
P001 - Clarity News and Information P001_Clarity_News_and_Information
P037 - Revenue by Resource p037_revenue_by_resource
P226 - CL XM Cycle CLXMCycle
P501 Support ITHelpDesk
P502 XM Cycle XMCycleCL
P503 - Rollout Schedule Rollout
Site Links personal.siteLinks
XM Expense Entry i2_xm_expense
Timesheets to Approve projmgr.timesheetAdmin
Timesheet Detail
Resource Assignments
Resource Calendar
Resource - Hard
2_PSO Project Manager Book
Management -
2_PSO Project Manager Programs
Management -
2_PSO Project Manager Schedule In Browser
Project - Benefit Plan
2_PSO Project Manager - Edit All
Project - Budget Plan
2_PSO Project Manager - Edit All
Project - Cost Plan -
2_PSO Project Manager Edit All
Project - Create/Edit
2_PSO Project Manager Requisitions - All
Project - Financial
Plan - Submit All for
2_PSO Project Manager Approval
Project - Modify
2_PSO Project Manager Baseline - All
Resource - View
2_PSO Project Manager Financial - All
Allows viewing of a general page in the application, for
Description
instance pagesof
(such as Portfolio pages) this right isfor
not
Allows viewing a general page in the application,
used.
instance
Allows pagesof
viewing (such as Portfolio
a general page inpages) this right isfor
the application, not
used.
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pagesof
Allows viewing (such as Portfolio
a general page inpages) this right isfor
the application, not
used.
instance
Allows pagesof
viewing (such as Portfolio
a general page inpages) this right isfor
the application, not
used.
instance
Allows pagesof
viewing (such as Portfolio
a general page inpages) this right isfor
the application, not
used.
instance pages (such as Portfolio pages) this right is
Allows viewing of a general page in the application, for not
used.
instance
Allows pagesof
viewing (such as Portfolio
a general page inpages) this right isfor
the application, not
used.
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pagesof
Allows viewing (such as Portfolio
a general page inpages) this right isfor
the application, not
used.
instance pages (such as Portfolio pages) this right is not
used.
Allows resource to view a portlet in the application.
Allows resource to view a portlet in the application.
Allows resource to view a portlet in the application.
Allows resource to view a portlet in the application.
Allows resource to view a portlet in the application.
Company Invoice
Key Tasks and Milestone Status
Pre-Billing Report V2
Project Listing
Project Snapshot
Project Stoplight
Skills Listing
Transactions Inquiry
Unfilled Roles
Resource - View
3_PSO Resource Manager Access Rights
Project - Attach
Requisitions Entry
3_PSO Resource Manager Resources - All
Project - Create/Edit
3_PSO Resource Manager Requisitions - All
Resource - External
3_PSO Resource Manager Access
Resource - Update
3_PSO Resource Manager Skills
Resource Change -
3_PSO Resource Manager View All
Resource Change
3_PSO Resource Manager Notes - View All
Allows viewing of a general page in the application, for
Description
instance pagesof
(such as Portfolio pages) this right isfor
not
Allows viewing a general page in the application,
used.
instance pagesof
(such as Portfolio pages) this right isfor
not
Allows viewing a general page in the application,
used.
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
HCM HCM
Project Setup SYSTEM5000152
Resource Bench
Project - View
4_Executive Documents
Administration -
5_Project Creator Access
Company - View
5_Project Creator Financial - All
Financial
Maintenance - Define
5_Project Creator Matrix
Financial
Maintenance -
5_Project Creator Manage Matrix
Knowledge Store -
5_Project Creator Access
Project - Enable
5_Project Creator Financial
Project - Billing
5_Project Creator Access - All
Project - Billing
5_Project Creator Access
Description
Allows user to navigate to Administration Tool. User will
need additional rights to perform individual Administration
actions.
Allows resource to view general and supplemental
properties of all companies.
Allows resource to view financial properties of all
companies. This right is dependent on other rights
providing view capability for Companies, such as the
Company - View - All right etc.
Allows resource to define matrix. This right allows resource
to create, edit and view Cost Plus Codes, Administrative
Method Codes, Tax Authority Codes and Tax Methods.
This right is dependent on Administration - Access right
being granted.
Allows resource to complete and submit and reject timesheets for a resource. The
60_AMER PSO Ops Resource - Enter Time Timesheets link will appear on the personal page.
Allows resource to soft- or hard book a resource to a project to which he has the Project
60_AMER PSO Ops Resource - Hard Book - View Management right.
Instance or OBS level
Organization:IBU Unit and descendants
Organization:Americas Unit and descendants
Organization:Centre of Excellence Unit and
descendants
Organization:IBU Unit and descendants
Organization:Americas Unit and descendants
Organization:Centre of Excellence Unit and
descendants
Organization:Centre of Excellence Unit and
descendants
Organization:IBU Unit and descendants
Organization:Americas Unit and descendants
Organization:IBU Unit and descendants
Organization:Centre of Excellence Unit and
descendants
Organization:IBU Unit and descendants
Organization:Americas Unit and descendants
Organization:Centre of Excellence Unit and
descendants
Organization:IBU Unit and descendants
Organization:Americas Unit and descendants
Group Access Right Description
Allows resource to edit all parts of a project except for Document Management,
61_APAC PSO Ops Project - Edit Calendar, Action Items, Discussions and Custom Defined Fields.
Allows resource to complete and submit and reject timesheets for a resource. The
61_APAC PSO Ops Resource - Enter Time Timesheets link will appear on the personal page.
Allows resource to soft- or hard book a resource to a project to which he has the Project
61_APAC PSO Ops Resource - Hard Book - View Management right.
Instance or OBS level
Organization:Centre of Excellence Unit and
descendants
Organization:APAC Unit and descendants
Organization:IBU Unit and descendants
Organization:Centre of Excellence Unit and
descendants
Organization:APAC Unit and descendants
Organization:IBU Unit and descendants
Organization:Centre of Excellence Unit and
descendants
Organization:APAC Unit and descendants
Organization:IBU Unit and descendants
Organization:Centre of Excellence Unit and
descendants
Organization:APAC Unit and descendants
Organization:IBU Unit and descendants
Group Access Right Description
Allows resource to edit all parts of a project except for Document Management,
62_EMEA PSO Ops Project - Edit Calendar, Action Items, Discussions and Custom Defined Fields.
Allows resource to complete and submit and reject timesheets for a resource. The
62_EMEA PSO Ops Resource - Enter Time Timesheets link will appear on the personal page.
Allows resource to soft- or hard book a resource to a project to which he has the Project
62_EMEA PSO Ops Resource - Hard Book - View Management right.
Instance or OBS level
Organization:Centre of Excellence Unit and
descendants
Organization:EMEA Unit and descendants
Organization:IBU Unit and descendants
Organization:Centre of Excellence Unit and
descendants
Organization:EMEA Unit and descendants
Organization:IBU Unit and descendants
Organization:Centre of Excellence Unit and
descendants
Organization:EMEA Unit and descendants
Organization:IBU Unit and descendants
Organization:Centre of Excellence Unit and
descendants
Organization:EMEA Unit and descendants
Organization:IBU Unit and descendants
Group Access Right Description
Allows resource to edit all parts of a project except for Document Management,
63_COE PSO Ops Project - Edit Calendar, Action Items, Discussions and Custom Defined Fields.
Allows resource to view documents or folders even if resource is not a project
participant, as long as the documents or folders are marked open to non-participants.
63_COE PSO Ops Project - View Documents This right includes the Project - View Base right.
Allows resource to complete and submit and reject timesheets for a resource. The
63_COE PSO Ops Resource - Enter Time Timesheets link will appear on the personal page.
Allows resource to soft- or hard book a resource to a project to which he has the Project
63_COE PSO Ops Resource - Hard Book - View Management right.
Instance or OBS level
Organization:Centre of Excellence Unit and
descendants
Administration -
7_Infor Finance Access
Company - Edit
7_Infor Finance Financial - All
Financial
Maintenance - Define
7_Infor Finance Matrix
Financial
Maintenance -
7_Infor Finance Manage Matrix
Knowledge Store -
7_Infor Finance Access
Financial Process -
Approve Billing and
7_Infor Finance Credit Memos
Financial Process -
7_Infor Finance Billing
Financial Process -
7_Infor Finance Print Invoices
Project - Financial
7_Infor Finance Planning - All
Project - Financial
Planning Approval -
7_Infor Finance All
WIP Accrual
7_Infor Finance Groupings - Navigate
WIP Accrual
7_Infor Finance Groupings - View All
Description
Run a specific job. Allows editing of the scheduled job
properties and viewing of the output of the job. This right is
dependent on Jobs - Access being granted.
80_AMER PA Project - Billing Access Allows a resource to access a specific billing project.
80_AMER PA Project - Billing Approval Allows a resource to approve a specific billing project.
Instance or OBS level
Administration -
90_Help Desk Access
Administration -
90_Help Desk Authorization
Knowledge Store -
90_Help Desk Access
Administration -
90_Help Desk Partition Models
Resource -
Authorization Access
90_Help Desk Screens
Project - View
90_Help Desk Management - All
Description
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
Allows viewing of a general page in the application, for
instance pages (such as Portfolio pages) this right is not
used.
Allows resource to view a portlet in the application.
Allows resource to view a portlet in the application.
Allows resource to view a portlet in the application.
Allows resource to view a portlet in the application.
Allows resource to view a portlet in the application.
Allows resource access to the Administration Tool only.
Does not give access to any parts of the Administration
Tool.
Allows resource to access the authorization and
authentication section within the administration tool. This
right includes the Administration - Access right.
Allows resource to create, edit and view documents in the
Knowledge Store that resource has been given permission
to.
Allows user to manage Partition Models. Does not include
the Administration - Navigate right.
Allows resource access to Administrator pages for creating,
editing and viewing resources. This right is dependent on
Administration - Access being granted.
Administration inforframeadminFRAME
HCM ID hcmid
Notifications notifications
91_Clarity Support Company - Edit - All Allows resource to view and edit general and supplemental properties of all companies.
Allows resource to view and edit financial properties of all companies. This right is
dependent on other rights providing view capability for Companies, such as the
91_Clarity Support Company - Edit Financial - All Company - View - All right etc.
91_Clarity Support Company - View - All Allows resource to view general and supplemental properties of all companies.
Allows resource to view financial properties of all companies. This right is dependent on
Company - View Financial - other rights providing view capability for Companies, such as the Company - View - All
91_Clarity Support All right etc.
Allows resource to define matrix. This right allows resource to create, edit and view Cost
Financial Maintenance - Plus Codes, Administrative Method Codes, Tax Authority Codes and Tax Methods. This
91_Clarity Support Define Matrix right is dependent on Administration - Access right being granted.
Financial Maintenance -
91_Clarity Support Financial Management Allows access to Financial Management module in Application Administration.
Allows resource to define Financial cost/rate matrices. This right allows resource to
Financial Maintenance - create, edit and view Cost/Rate, Administrative or Tax matrices. The right allows matrix
91_Clarity Support Manage Matrix columns to be configured and entering of rows to create matrix rules. This right
Financial Process - Approve Allows resource to approve or reject billing transactions that resource has billing
91_Clarity Support Billing and Credit Memos approval rights for. This rights also includes the ability to Print Batch Billing.
Financial Process - Approve
91_Clarity Support Credit Memo Allows resource to approve credit memos.
Financial Process - Approve
91_Clarity Support WIP Adjustments Allows resource to approve any WIP adjustment.
Allows resource to create bills using demand billing, batch billing, advanced billing, and
91_Clarity Support Financial Process - Billing re-billing.
Allows resource to create and print credit memos. This right is dependent on the Report -
Financial Process - Credit Run instance right. To allow printing of a credit memo, the resource need to be granted
91_Clarity Support Memo the report instance right called Report - Run for the Customer Invoice Report
Financial Process - GL
91_Clarity Support Posting Allows resource to post WIP entries to the GL.
Allows resource to print any invoice. This right is dependent on the Report - Run
Financial Process - Print instance right. To allow printing of a credit memo, the resource need to be granted the
91_Clarity Support Invoices report instance right called Report - Run for the Customer Invoice Report.
Financial Process -
91_Clarity Support Transaction Entry Allows resource to enter transactions (vouchers).
Financial Process - Work in Allows access to the WIP screens and allows resource to process WIP for all
91_Clarity Support Process transactions in the WIP table.
91_Clarity Support Ideas - Create Allows creation of ideas
91_Clarity Support Ideas - Navigate Access to the ideas management pages
91_Clarity Support Incidents - Access Allows resource to access the incident pages.
Allows resource to access the incident administration pages, and administer the
91_Clarity Support Incidents - Administrate category-investment mapping, category-group mapping and priority setup.
Allows resource to create new incidents and edit the incidents that the resource has
created. This gives limited access to incident properties. This right includes Incidents -
91_Clarity Support Incidents - Create Access.
Allows resource to create new incidents and edit all incidents on the incident pages. This
91_Clarity Support Incidents - Create/Edit - All right includes Incidents - Access and Incidents - Select Category - All.
91_Clarity Support Incidents - Override Priority Allows resource to override the priority of the incident to which the resource has access.
Incidents - Select Category - Allows resource to select all categories on the incident pages. This right includes
91_Clarity Support All Incidents - Access.
91_Clarity Support IT Mgmt Pages Access Access to IT Management Pages
Allows resource access to the jobs pages. This right is dependent on either the Jobs -
Run - All right or the resource being granted instance level rights such as Job - Run, Job
91_Clarity Support Jobs - Access - View Output or Job - Edit Properties.
Allows resource to run any job. Allows scheduling of any job, editing of the job properties
for any job and viewing the output of any job. This right is dependent on Jobs - Access
91_Clarity Support Jobs - Run - All being granted.
Allows resource to view the output of any job. This right is dependent on Jobs - Access
91_Clarity Support Jobs - View Output - All being granted.
Allows resource to create, edit and view documents in the Knowledge Store that
91_Clarity Support Knowledge Store - Access resource has been given permission to.
Knowledge Store - Allows resource to administer folders and documents in the Knowledge Store that
91_Clarity Support Administrate resource has been given permission to.
91_Clarity Support Knowledge Store - View All Allows resource to view all documents in the Knowledge Store.
Allows resource to use the Capacity Planner feature for resources and projects the
Management - Capacity resource has access to. This right is dependent on the resource having rights to
91_Clarity Support Planning resources and projects at either the instance level or OBS level.
Allows resource to use Niku Author to create and save methods to the Niku 6 repository,
including any shipped methods. NOTE. Granting this right implies that a license to the
91_Clarity Support Management - Methodology Niku Author module has been purchased.
Allowed resource access to the Program Management features for programs and
projects the resource has access to. This right is dependent on the resource having
91_Clarity Support Management - Programs rights to programs and projects at either the instance level or OBS level.
Management - Schedule In
91_Clarity Support Browser Allow scheduling in the browser.
Allows resource to view and edit opportunity properties of any project to which the
resource has view access. This right is dependent on the resource having either Project -
91_Clarity Support Opportunity - Edit - All View, Project View Management, Project - View Opportunity or Project Manager righ
Other Investment - Approve
91_Clarity Support All Allows approval of all other investments
91_Clarity Support Other Investment - Create Allows creation of other investments
Other Investment - Edit
91_Clarity Support Access All Allows editing the access rights page of all Other Investments, includes delete
91_Clarity Support Other Investment - Edit All Allows editing of all other investments, includes delete
91_Clarity Support Other Investment - Navigate Access to the other investment management pages
91_Clarity Support Other Investment - View All Allows viewing of all other investments
Allows resource to view the definition of all pages in the administration tool. This right is
91_Clarity Support Page Definition Viewer - All dependent on Administration - Access right being granted.
Allows resource to view all customized portlet pages. This right is dependent on portlet
pages being linked to a menu before they can be displayed. If the portlet page is linked
91_Clarity Support Page Viewer - All to the Administration Menu then the user also must be granted the Administrat
91_Clarity Support Partition - Administer Enables administration of the Partition Models
91_Clarity Support Portfolio - Create Allows creation of portfolios
91_Clarity Support Portfolio - Edit Access All Allows editing the access rights page of all Portfolio, includes delete
91_Clarity Support Portfolio - Edit All Allows editing of all portfolios, includes delete
91_Clarity Support Portfolio - Navigate Access to the portfolio management pages
91_Clarity Support Portfolio - View All Allows viewing of all portfolios
91_Clarity Support Portlet Viewer - All Allows resource to view all portlets and add them to pages.
Allows resource to cancel a process instance from any of the process definitions in the
91_Clarity Support Process - Cancel - All system.
91_Clarity Support Process - Create Definition Allows resource to create new process definitions or copy existing process definitions.
Allows resource to delete a process instance from any of the process definitions in the
91_Clarity Support Process - Delete - All system.
91_Clarity Support Process - Edit Definition - All Allows resource to edit all process definitions.
91_Clarity Support Process - View Definition - All Allows resource to view all process definitions.
91_Clarity Support Process Access Allows resource to access Process pages in the administration tool.
91_Clarity Support Process Engine Monitoring Enables navigation to the process engine monitoring and administration
91_Clarity Support Process View Instance - All Allows resource to view all process instances.
91_Clarity Support Product - Approve All Allows approval of all products
91_Clarity Support Product - Create Allows creation of products
91_Clarity Support Product - Edit Access All Allows editing the access rights page of all Products, includes delete
91_Clarity Support Product - Edit All Allows editing of all products, includes delete
91_Clarity Support Product - Navigate Access to the product management pages
91_Clarity Support Product - View All Allows viewing of all products
91_Clarity Support Project - Approve All Allows approval of all projects
Allows resource to attach resources to all requisition entries. This right includes the right
Project - Attach Requisitions to navigate to the requisition pages, but does not include the right to create new
91_Clarity Support Entry Resources - All requisitions or entries.
Allows resource to create a new project or program specifying general project properties.
A resource granted this right will automatically become the collaboration manager for the
91_Clarity Support Project - Create project and will be able to create action items, discussion
Project - Create/Edit Allows resource to create and edit all requisitions. This right includes the right to navigate
91_Clarity Support Requisitions - All to the requisition pages.
Project - Edit Assigned Tasks
91_Clarity Support - All Edit Assigned Tasks on any Project
Allows resource to view and edit general properties, processes and financial information
on all projects. This right will also allows the resource to enable financial fields on a
91_Clarity Support Project - Edit Financial - All project.
Allows resource to edit the general and management properties, staff and tasks for any
Project - Edit Management - project that has been enabled for management. This includes the ability to add sub-
91_Clarity Support All projects to that project as well as to edit it in Microsoft Project and Open Workbenc
Allows resource to add unplanned tasks to any project when completing his timesheet if
91_Clarity Support Project - Edit Project Plan - All he is a team member on that project.
Project - Edit Requisition Allows resource to create and edit requisition entries. This right includes the right to
91_Clarity Support Entries - All navigate to the requisition pages.
Allows resource to enable financials properties for project to which the resource has view
access. This right is dependent on the resource having either Project - View, Project
91_Clarity Support Project - Enable Financial View Management, Project - View Opportunity or Project Manager right for the p
Allows resource to enable the opportunity properties for projects to which the resource
has view access. This right is dependent on the resource having either Project - View,
91_Clarity Support Project - Enable Opportunity Project View Management or Project Manager right for the project. The resource w
Project - Financial Planning - Allows resource to view and edit the financial plan for all projects. This allows the
91_Clarity Support All resource to enter budgets and forecasts for all projects.
Project - Financial Planning - Allows resource to view and edit the financial budget plan for all projects. This allows the
91_Clarity Support Budget resource to enter budgets for all projects.
Project - Financial Planning - Allows resource to view and edit the financial forecast plan for all projects. This allows
91_Clarity Support Forecast the resource to enter forecasts for all projects.
Project - Financial Planning Allows resource to approve and submit the financial plan for all projects. This right also
91_Clarity Support Approval - All allows resource to enter budgets and forecasts for all projects.
Project - Financial Planning Allows resource to approve and submit the financial budget plan for all projects. This
91_Clarity Support Approval - All - Budget right also allows resource to enter budgets for all projects.
Project - Financial Planning Allows resource to approve and submit the financial forecast plan for all projects. This
91_Clarity Support Approval - All - Forecast right also allows resource to enter forecasts for all projects.
Allows resource to baseline all projects which has been enabled for Management. The
91_Clarity Support Project - Modify Baseline - All rights also allows resource to view the general project properties and processes.
Allows resource to view the general and financial properties and processes on all
projects. This right does not include the right to view the financial plan
91_Clarity Support Project - View Financial - All (budgets/forecasts).
Project - View Management - Allows resource to view the general and management properties and processes on all
91_Clarity Support All projects which has been enabled for management.
Project - View Opportunity - Allows resource to view all opportunities. The resource will be allowed to view the
91_Clarity Support All management, opportunity and process sections of the opportunity.
Project - View Requisition Allows resource to view all requisition entries. This right includes the right to navigate to
91_Clarity Support Entries - All the requisition pages.
Project - View Requisitions -
91_Clarity Support All Allows resource to view all requisitions, but not the individual requisition entries.
Allows resource to view the tasks and work breakdown structure for all project to which
91_Clarity Support Project - View Tasks - All the resource has access.
Allows resource access to the reports pages. This right is dependent on either the
Reports - Run - All right or the resource being granted instance level rights such as
91_Clarity Support Reports - Access Report - Run, Report - View Output or Report - Edit Properties.
Allows resource to run any report. Allows scheduling of any report, editing of the report
properties for any report and viewing the output of any report. This right is dependent on
91_Clarity Support Reports - Run - All Reports - Access being granted.
Allows resource to view the output of any report. This right is dependent on Reports -
91_Clarity Support Reports - View Output - All Access being granted.
Reports and Jobs - Access resource to view report and job definitions. The right also allows resource to view
91_Clarity Support Administrator Access the reports and jobs categories.
Reports and Jobs - Edit Allows resource to edit any report or job definition. This right is dependent on Report and
91_Clarity Support Definition - All Jobs - Administer Access being granted.
91_Clarity Support Resource - Approve Ideas All Allows approval of ideas for all resources
Resource - Authorization Allows resource access to Administrator pages for creating, editing and viewing
91_Clarity Support Access Screens resources. This right is dependent on Administration - Access being granted.
Allows resource to create a new resource or role specifying general properties only. This
right allows resource to create both labor and non-labor resources. This right is
91_Clarity Support Resource - Create dependent on Resource - Navigate being granted.
Allows resource to create, edit and view documents, folders and forms for resources that
Resource - Document the resource has been granted Resource - View for. This right is dependent on Resource
91_Clarity Support Manager - Administer - All - Navigate being granted.
Allows resource view-only access to the documents, folders and forms for resources that
Resource - Document the resource has been granted Resource - View for. This right is dependent on Resource
91_Clarity Support Manager - Read - All - Navigate being granted.
Resource - Document Allows resource to create, view and edit documents and forms for resources that the
Manager - Read / Write / resource has been granted Resource - View for. It also allows the resource to delete
91_Clarity Support Delete your own documents, folder or forms that the resource has created. This right is dependent on R
Allows resource to view and edit general information, contact information, financial
information, skills and calendar for all resources. This right is dependent on Resource -
91_Clarity Support Resource - Edit - All Navigate being granted.
91_Clarity Support Resource - Edit Ideas All Allows editing of ideas for all resources, includes delete
Allows access to the Resource list, Resource Finder and Requisitions. Includes the
ability to view resource general information, contact information, financial information,
91_Clarity Support Resource - External Access calendar and skills of resources to which the user has been granted Resource - Vie
Allows resource to Soft or Hard book all resources to a projects that has been enabled
for management and that the resource has been granted Project - View or Project - Edit
91_Clarity Support Resource - Hard Book - All for.
Allows resource access to the Resource list, Resource Finder, and Requisitions pages.
The resource will only be able to view resource information for resources to which the
91_Clarity Support Resource - Navigate resource has access.
Allows resource to Soft book all resources to a projects that has been enabled for
91_Clarity Support Resource - Soft Book - All management and that the resource has been granted Project - Edit for.
Allows resource to create, edit and view skills for resources that the resource has been
granted Resource - View right for. This right also allows the resource to view resource
91_Clarity Support Resource - Update Skills general information, contact information, financial information and calendar,
Allows resource to view all resources and their information except the financial properties
91_Clarity Support Resource - View - All of the resource. This right is dependent on Resource - Navigate being granted.
91_Clarity Support Resource - View Book - All Allows resource to view bookings for all resources.
Resource - View Financial - Allows resource to view financial properties on all resources. This right is dependent on
91_Clarity Support All Resource - Navigate being granted.
91_Clarity Support Resource - View Ideas All Allows viewing of ideas for all resources
Allows resource to create Resource Change objects. This includes the page navigation
91_Clarity Support Resource Change - Create right.
Allows resource to edit all Resource Change objects. This includes the page navigation
91_Clarity Support Resource Change - Edit All right.
Allows resource to view all Resource Change objects. This includes the page navigation
91_Clarity Support Resource Change - View All right.
Resource Change Notes - Allows resource to create Resource Change Notes objects. This includes the page
91_Clarity Support Create navigation right.
Resource Change Notes - Allows resource to edit all Resource Change Notes objects. This includes the page
91_Clarity Support Edit All navigation right.
Resource Change Notes - Allows resource to view all Resource Change Notes objects. This includes the page
91_Clarity Support View All navigation right.
Risk, Issue, Change Request Allows resources to delete all risks, issues, and change requests on projects for which
91_Clarity Support - Delete - All they are staffed.
Risk, Issue, Change Request Allows resources to create and edit all risks, issues, and change requests on a project
91_Clarity Support - Edit - All instance.
Risk, Issue, Change Request
91_Clarity Support - View - All Allows resources to view all risks, issues, and change requests on a project instance.
91_Clarity Support Software Download - JRE Grants access to download the JRE from account settings page.
Software Download - Grants access to download the Clarity Microsoft Project Interface from account settings
91_Clarity Support Microsoft Project Interface page.
Software Download - Open
91_Clarity Support Workbench Grants access to download Open Workbench from account settings page.
Software Download - SVG
91_Clarity Support Viewer Grants access to download the SVG Viewer from account settings page.
91_Clarity Support System Partition - Administer Enables administration of the System Partition
91_Clarity Support Timesheets - Approve All Allows resource to approve all submitted timesheets in the system.
91_Clarity Support Timesheets - Edit All Allows resource to edit all timesheets in the system.
Allows resource to access the timesheets list page. The resource will only be able to see
91_Clarity Support Timesheets - Navigate timesheets the resource has edit or approve timesheets rights over.
Instance or OBS level
Group Access Right Description
Add-In Administration Pages
92_Clarity Admin and Dev Access Access to Add-In Management Administration Pages
Allows resource access to the Administration Tool only. Does not give access to any
92_Clarity Admin and Dev Administration - Access parts of the Administration Tool.
Allows resource access the OBS, Time, Data Administration and General Settings
sections within within the administration tool. This right includes the Administration -
92_Clarity Admin and Dev Administration - Application Access right.
Allows resource to access the authorization and authentication section within the
92_Clarity Admin and Dev Administration - Authorization administration tool. This right includes the Administration - Access right.
92_Clarity Admin and Dev Application - Approve All Allows approval of all applications
92_Clarity Admin and Dev Application - Create Allows creation of applications
92_Clarity Admin and Dev Application - Edit Access All Allows editing the access rights page of all Applications, includes delete
92_Clarity Admin and Dev Application - Edit All Allows editing of all applications, includes delete
92_Clarity Admin and Dev Application - Navigate Access to the application management pages
92_Clarity Admin and Dev Application - View All Allows viewing of all applications
92_Clarity Admin and Dev Asset - Approve All Allows approval of all assets
92_Clarity Admin and Dev Asset - Create Allows creation of assets
92_Clarity Admin and Dev Asset - Edit Access All Allows editing the access rights page of all Assets, includes delete
92_Clarity Admin and Dev Asset - Edit All Allows editing of all assets, includes delete
92_Clarity Admin and Dev Asset - Navigate Access to the asset management pages
92_Clarity Admin and Dev Asset - View All Allows viewing of all assets
Allows resource to view and edit all companies as well as to create new companies. This
right does not allow the resource to view documents for the company unless specific
92_Clarity Admin and Dev Company - Create access to the folders or documents have been granted.
Allows resource to access all documents and forms attached to companies. This right
Company - Document allows resource to: create new form folders; create new document folders; add forms to
92_Clarity Admin and Dev Manager - Administrate - All folders; attach document templates to forms; delete forms; create ne
Company - Document Allows resource to access all documents and forms attached to companies. Includes
92_Clarity Admin and Dev Manager - Read - All ability to view history, versions and processes for documents.
Allows resource to access all documents and forms attached to companies. Includes
Company - Document ability to create new form folders, create new document folders, add forms to folders,
Manager - Read / Write / attach document templates to forms, delete forms owned by the resource, create new
92_Clarity Admin and Dev Delete your own doc
92_Clarity Admin and Dev Company - Edit - All Allows resource to view and edit general and supplemental properties of all companies.
Allows resource to view and edit financial properties of all companies. This right is
dependent on other rights providing view capability for Companies, such as the
92_Clarity Admin and Dev Company - Edit Financial - All Company - View - All right etc.
92_Clarity Admin and Dev Company - View - All Allows resource to view general and supplemental properties of all companies.
Allows resource to view financial properties of all companies. This right is dependent on
Company - View Financial - other rights providing view capability for Companies, such as the Company - View - All
92_Clarity Admin and Dev All right etc.
Allows resource to define matrix. This right allows resource to create, edit and view Cost
Financial Maintenance - Plus Codes, Administrative Method Codes, Tax Authority Codes and Tax Methods. This
92_Clarity Admin and Dev Define Matrix right is dependent on Administration - Access right being granted.
Financial Maintenance -
92_Clarity Admin and Dev Financial Management Allows access to Financial Management module in Application Administration.
Allows resource to define the Financial Organizational Structure and Financial Fiscal
Financial Maintenance - Periods. This right allow resource to create, edit and view Entities, Locations,
Financial Organizational Departments, Resource Classes, Company Classes, Work in Process Classes, Project
92_Clarity Admin and Dev Structure Classes
Financial Maintenance - GL Allows resource to distribute transactions from Niku 6 to the GL chart of accounts. Also
92_Clarity Admin and Dev Integration allows resource to post these transactions to the GL.
Allows resource to define Financial cost/rate matrices. This right allows resource to
Financial Maintenance - create, edit and view Cost/Rate, Administrative or Tax matrices. The right allows matrix
92_Clarity Admin and Dev Manage Matrix columns to be configured and entering of rows to create matrix rules. This right
Financial Process - Approve Allows resource to approve or reject billing transactions that resource has billing
92_Clarity Admin and Dev Billing and Credit Memos approval rights for. This rights also includes the ability to Print Batch Billing.
Financial Process - Approve
92_Clarity Admin and Dev Credit Memo Allows resource to approve credit memos.
Financial Process - Approve
92_Clarity Admin and Dev WIP Adjustments Allows resource to approve any WIP adjustment.
Allows resource to create bills using demand billing, batch billing, advanced billing, and
92_Clarity Admin and Dev Financial Process - Billing re-billing.
Allows resource to create and print credit memos. This right is dependent on the Report -
Financial Process - Credit Run instance right. To allow printing of a credit memo, the resource need to be granted
92_Clarity Admin and Dev Memo the report instance right called Report - Run for the Customer Invoice Report
Financial Process - GL
92_Clarity Admin and Dev Posting Allows resource to post WIP entries to the GL.
Allows resource to print any invoice. This right is dependent on the Report - Run
Financial Process - Print instance right. To allow printing of a credit memo, the resource need to be granted the
92_Clarity Admin and Dev Invoices report instance right called Report - Run for the Customer Invoice Report.
Financial Process -
92_Clarity Admin and Dev Transaction Entry Allows resource to enter transactions (vouchers).
Financial Process - Work in Allows access to the WIP screens and allows resource to process WIP for all
92_Clarity Admin and Dev Process transactions in the WIP table.
92_Clarity Admin and Dev Ideas - Create Allows creation of ideas
92_Clarity Admin and Dev Ideas - Navigate Access to the ideas management pages
92_Clarity Admin and Dev Incidents - Access Allows resource to access the incident pages.
Allows resource to access the incident administration pages, and administer the
92_Clarity Admin and Dev Incidents - Administrate category-investment mapping, category-group mapping and priority setup.
Allows resource to create new incidents and edit the incidents that the resource has
created. This gives limited access to incident properties. This right includes Incidents -
92_Clarity Admin and Dev Incidents - Create Access.
Allows resource to create new incidents and edit all incidents on the incident pages. This
92_Clarity Admin and Dev Incidents - Create/Edit - All right includes Incidents - Access and Incidents - Select Category - All.
92_Clarity Admin and Dev Incidents - Override Priority Allows resource to override the priority of the incident to which the resource has access.
Incidents - Select Category - Allows resource to select all categories on the incident pages. This right includes
92_Clarity Admin and Dev All Incidents - Access.
92_Clarity Admin and Dev IT Mgmt Pages Access Access to IT Management Pages
Allows resource access to the jobs pages. This right is dependent on either the Jobs -
Run - All right or the resource being granted instance level rights such as Job - Run, Job
92_Clarity Admin and Dev Jobs - Access - View Output or Job - Edit Properties.
Allows resource to run any job. Allows scheduling of any job, editing of the job properties
for any job and viewing the output of any job. This right is dependent on Jobs - Access
92_Clarity Admin and Dev Jobs - Run - All being granted.
Allows resource to view the output of any job. This right is dependent on Jobs - Access
92_Clarity Admin and Dev Jobs - View Output - All being granted.
Allows resource to create, edit and view documents in the Knowledge Store that
92_Clarity Admin and Dev Knowledge Store - Access resource has been given permission to.
Knowledge Store - Allows resource to administer folders and documents in the Knowledge Store that
92_Clarity Admin and Dev Administrate resource has been given permission to.
92_Clarity Admin and Dev Knowledge Store - View All Allows resource to view all documents in the Knowledge Store.
Allows resource to use the Capacity Planner feature for resources and projects the
Management - Capacity resource has access to. This right is dependent on the resource having rights to
92_Clarity Admin and Dev Planning resources and projects at either the instance level or OBS level.
Allows resource to use Niku Author to create and save methods to the Niku 6 repository,
including any shipped methods. NOTE. Granting this right implies that a license to the
92_Clarity Admin and Dev Management - Methodology Niku Author module has been purchased.
Allowed resource access to the Program Management features for programs and
projects the resource has access to. This right is dependent on the resource having
92_Clarity Admin and Dev Management - Programs rights to programs and projects at either the instance level or OBS level.
Management - Schedule In
92_Clarity Admin and Dev Browser Allow scheduling in the browser.
92_Clarity Admin and Dev Menu Definition Viewer - All Allows resource to view the definition of a menu in the administration tool.
Allows resource access to download offline timesheet template from the Account
92_Clarity Admin and Dev Offline Timesheet - Download Settings: Software Downloads page.
Allows resource to view and edit opportunity properties of any project to which the
resource has view access. This right is dependent on the resource having either Project -
92_Clarity Admin and Dev Opportunity - Edit - All View, Project View Management, Project - View Opportunity or Project Manager righ
Other Investment - Approve
92_Clarity Admin and Dev All Allows approval of all other investments
92_Clarity Admin and Dev Other Investment - Create Allows creation of other investments
Other Investment - Edit
92_Clarity Admin and Dev Access All Allows editing the access rights page of all Other Investments, includes delete
92_Clarity Admin and Dev Other Investment - Edit All Allows editing of all other investments, includes delete
92_Clarity Admin and Dev Other Investment - Navigate Access to the other investment management pages
92_Clarity Admin and Dev Other Investment - View All Allows viewing of all other investments
Allows resource to view the definition of all pages in the administration tool. This right is
92_Clarity Admin and Dev Page Definition Viewer - All dependent on Administration - Access right being granted.
Allows resource to view all customized portlet pages. This right is dependent on portlet
pages being linked to a menu before they can be displayed. If the portlet page is linked
92_Clarity Admin and Dev Page Viewer - All to the Administration Menu then the user also must be granted the Administrat
92_Clarity Admin and Dev Partition - Administer Enables administration of the Partition Models
92_Clarity Admin and Dev Portfolio - Create Allows creation of portfolios
92_Clarity Admin and Dev Portfolio - Edit Access All Allows editing the access rights page of all Portfolio, includes delete
92_Clarity Admin and Dev Portfolio - Edit All Allows editing of all portfolios, includes delete
92_Clarity Admin and Dev Portfolio - Navigate Access to the portfolio management pages
92_Clarity Admin and Dev Portfolio - View All Allows viewing of all portfolios
92_Clarity Admin and Dev Portlet Viewer - All Allows resource to view all portlets and add them to pages.
Allows resource to cancel a process instance from any of the process definitions in the
92_Clarity Admin and Dev Process - Cancel - All system.
92_Clarity Admin and Dev Process - Create Definition Allows resource to create new process definitions or copy existing process definitions.
Allows resource to delete a process instance from any of the process definitions in the
92_Clarity Admin and Dev Process - Delete - All system.
92_Clarity Admin and Dev Process - Edit Definition - All Allows resource to edit all process definitions.
Allows resource to manage process instance for any of the process definitions in the
92_Clarity Admin and Dev Process - Manage - All system.
Allows resource to start a new process instance from any of the process definitions in the
92_Clarity Admin and Dev Process - Start - All system.
92_Clarity Admin and Dev Process - View Definition - All Allows resource to view all process definitions.
92_Clarity Admin and Dev Process Access Allows resource to access Process pages in the administration tool.
92_Clarity Admin and Dev Process Engine Monitoring Enables navigation to the process engine monitoring and administration
92_Clarity Admin and Dev Process View Instance - All Allows resource to view all process instances.
92_Clarity Admin and Dev Product - Approve All Allows approval of all products
92_Clarity Admin and Dev Product - Create Allows creation of products
92_Clarity Admin and Dev Product - Edit Access All Allows editing the access rights page of all Products, includes delete
92_Clarity Admin and Dev Product - Edit All Allows editing of all products, includes delete
92_Clarity Admin and Dev Product - Navigate Access to the product management pages
92_Clarity Admin and Dev Product - View All Allows viewing of all products
92_Clarity Admin and Dev Project - Approve All Allows approval of all projects
Allows resource to attach resources to all requisition entries. This right includes the right
Project - Attach Requisitions to navigate to the requisition pages, but does not include the right to create new
92_Clarity Admin and Dev Entry Resources - All requisitions or entries.
Allows resource to create a new project or program specifying general project properties.
A resource granted this right will automatically become the collaboration manager for the
92_Clarity Admin and Dev Project - Create project and will be able to create action items, discussion
Project - Create/Edit Allows resource to create and edit all requisitions. This right includes the right to navigate
92_Clarity Admin and Dev Requisitions - All to the requisition pages.
92_Clarity Admin and Dev Project - Delete All Allows resource to delete any project or program.
Project - Edit Assigned Tasks
92_Clarity Admin and Dev - All Edit Assigned Tasks on any Project
Allows resource to view and edit general properties, processes and financial information
on all projects. This right will also allows the resource to enable financial fields on a
92_Clarity Admin and Dev Project - Edit Financial - All project.
Allows resource to edit the general and management properties, staff and tasks for any
Project - Edit Management - project that has been enabled for management. This includes the ability to add sub-
92_Clarity Admin and Dev All projects to that project as well as to edit it in Microsoft Project and Open Workbenc
Allows resource to add unplanned tasks to any project when completing his timesheet if
92_Clarity Admin and Dev Project - Edit Project Plan - All he is a team member on that project.
Project - Edit Requisition Allows resource to create and edit requisition entries. This right includes the right to
92_Clarity Admin and Dev Entries - All navigate to the requisition pages.
Allows resource to enable financials properties for project to which the resource has view
access. This right is dependent on the resource having either Project - View, Project
92_Clarity Admin and Dev Project - Enable Financial View Management, Project - View Opportunity or Project Manager right for the p
Allows resource to enable the opportunity properties for projects to which the resource
has view access. This right is dependent on the resource having either Project - View,
92_Clarity Admin and Dev Project - Enable Opportunity Project View Management or Project Manager right for the project. The resource w
Project - Financial Planning - Allows resource to view and edit the financial plan for all projects. This allows the
92_Clarity Admin and Dev All resource to enter budgets and forecasts for all projects.
Project - Financial Planning - Allows resource to view and edit the financial budget plan for all projects. This allows the
92_Clarity Admin and Dev Budget resource to enter budgets for all projects.
Project - Financial Planning - Allows resource to view and edit the financial forecast plan for all projects. This allows
92_Clarity Admin and Dev Forecast the resource to enter forecasts for all projects.
Project - Financial Planning Allows resource to approve and submit the financial plan for all projects. This right also
92_Clarity Admin and Dev Approval - All allows resource to enter budgets and forecasts for all projects.
Project - Financial Planning Allows resource to approve and submit the financial budget plan for all projects. This
92_Clarity Admin and Dev Approval - All - Budget right also allows resource to enter budgets for all projects.
Project - Financial Planning Allows resource to approve and submit the financial forecast plan for all projects. This
92_Clarity Admin and Dev Approval - All - Forecast right also allows resource to enter forecasts for all projects.
Allows resource to baseline all projects which has been enabled for Management. The
92_Clarity Admin and Dev Project - Modify Baseline - All rights also allows resource to view the general project properties and processes.
Project - Subpage Billing (ID:
92_Clarity Admin and Dev 5004019) - Edit All Allows resource to edit all Project objects using secured subpage Billing (ID: 5004019).
Project - Subpage Billing (ID: Allows resource to navigate to all Project objects using secured subpage Billing (ID:
92_Clarity Admin and Dev 5004019) - View All 5004019).
Allows resource to view the general and financial properties and processes on all
projects. This right does not include the right to view the financial plan
92_Clarity Admin and Dev Project - View Financial - All (budgets/forecasts).
Project - View Management - Allows resource to view the general and management properties and processes on all
92_Clarity Admin and Dev All projects which has been enabled for management.
Project - View Opportunity - Allows resource to view all opportunities. The resource will be allowed to view the
92_Clarity Admin and Dev All management, opportunity and process sections of the opportunity.
Project - View Requisition Allows resource to view all requisition entries. This right includes the right to navigate to
92_Clarity Admin and Dev Entries - All the requisition pages.
Project - View Requisitions -
92_Clarity Admin and Dev All Allows resource to view all requisitions, but not the individual requisition entries.
Allows resource to view the tasks and work breakdown structure for all project to which
92_Clarity Admin and Dev Project - View Tasks - All the resource has access.
Allows resource access to the reports pages. This right is dependent on either the
Reports - Run - All right or the resource being granted instance level rights such as
92_Clarity Admin and Dev Reports - Access Report - Run, Report - View Output or Report - Edit Properties.
Allows resource to run any report. Allows scheduling of any report, editing of the report
properties for any report and viewing the output of any report. This right is dependent on
92_Clarity Admin and Dev Reports - Run - All Reports - Access being granted.
Allows resource to view the output of any report. This right is dependent on Reports -
92_Clarity Admin and Dev Reports - View Output - All Access being granted.
Reports and Jobs - Access resource to view report and job definitions. The right also allows resource to view
92_Clarity Admin and Dev Administrator Access the reports and jobs categories.
92_Clarity Admin and Dev Resource - Approve Ideas All Allows approval of ideas for all resources
Resource - Authorization Allows resource access to Administrator pages for creating, editing and viewing
92_Clarity Admin and Dev Access Screens resources. This right is dependent on Administration - Access being granted.
Allows resource to create a new resource or role specifying general properties only. This
right allows resource to create both labor and non-labor resources. This right is
92_Clarity Admin and Dev Resource - Create dependent on Resource - Navigate being granted.
Allows resource to create, edit and view documents, folders and forms for resources that
Resource - Document the resource has been granted Resource - View for. This right is dependent on Resource
92_Clarity Admin and Dev Manager - Administer - All - Navigate being granted.
Allows resource view-only access to the documents, folders and forms for resources that
Resource - Document the resource has been granted Resource - View for. This right is dependent on Resource
92_Clarity Admin and Dev Manager - Read - All - Navigate being granted.
Resource - Document Allows resource to create, view and edit documents and forms for resources that the
Manager - Read / Write / resource has been granted Resource - View for. It also allows the resource to delete
92_Clarity Admin and Dev Delete your own documents, folder or forms that the resource has created. This right is dependent on R
Allows resource to view and edit general information, contact information, financial
information, skills and calendar for all resources. This right is dependent on Resource -
92_Clarity Admin and Dev Resource - Edit - All Navigate being granted.
92_Clarity Admin and Dev Resource - Edit Ideas All Allows editing of ideas for all resources, includes delete
Allows access to the Resource list, Resource Finder and Requisitions. Includes the
ability to view resource general information, contact information, financial information,
92_Clarity Admin and Dev Resource - External Access calendar and skills of resources to which the user has been granted Resource - Vie
Allows resource to Soft or Hard book all resources to a projects that has been enabled
for management and that the resource has been granted Project - View or Project - Edit
92_Clarity Admin and Dev Resource - Hard Book - All for.
Allows resource access to the Resource list, Resource Finder, and Requisitions pages.
The resource will only be able to view resource information for resources to which the
92_Clarity Admin and Dev Resource - Navigate resource has access.
Allows resource to Soft book all resources to a projects that has been enabled for
92_Clarity Admin and Dev Resource - Soft Book - All management and that the resource has been granted Project - Edit for.
Allows resource to create, edit and view skills for resources that the resource has been
granted Resource - View right for. This right also allows the resource to view resource
92_Clarity Admin and Dev Resource - Update Skills general information, contact information, financial information and calendar,
Allows resource to view all resources and their information except the financial properties
92_Clarity Admin and Dev Resource - View - All of the resource. This right is dependent on Resource - Navigate being granted.
92_Clarity Admin and Dev Resource - View Book - All Allows resource to view bookings for all resources.
Resource - View Financial - Allows resource to view financial properties on all resources. This right is dependent on
92_Clarity Admin and Dev All Resource - Navigate being granted.
92_Clarity Admin and Dev Resource - View Ideas All Allows viewing of ideas for all resources
Allows resource to create Resource Change objects. This includes the page navigation
92_Clarity Admin and Dev Resource Change - Create right.
Allows resource to edit all Resource Change objects. This includes the page navigation
92_Clarity Admin and Dev Resource Change - Edit All right.
Allows resource to view all Resource Change objects. This includes the page navigation
92_Clarity Admin and Dev Resource Change - View All right.
Resource Change Notes - Allows resource to create Resource Change Notes objects. This includes the page
92_Clarity Admin and Dev Create navigation right.
Resource Change Notes - Allows resource to edit all Resource Change Notes objects. This includes the page
92_Clarity Admin and Dev Edit All navigation right.
Resource Change Notes - Allows resource to view all Resource Change Notes objects. This includes the page
92_Clarity Admin and Dev View All navigation right.
Risk, Issue, Change Request Allows resources to delete all risks, issues, and change requests on projects for which
92_Clarity Admin and Dev - Delete - All they are staffed.
Risk, Issue, Change Request Allows resources to create and edit all risks, issues, and change requests on a project
92_Clarity Admin and Dev - Edit - All instance.
Risk, Issue, Change Request
92_Clarity Admin and Dev - View - All Allows resources to view all risks, issues, and change requests on a project instance.
92_Clarity Admin and Dev Software Download - JRE Grants access to download the JRE from account settings page.
Software Download - Grants access to download the Clarity Microsoft Project Interface from account settings
92_Clarity Admin and Dev Microsoft Project Interface page.
Software Download - Open
92_Clarity Admin and Dev Workbench Grants access to download Open Workbench from account settings page.
Software Download - SVG
92_Clarity Admin and Dev Viewer Grants access to download the SVG Viewer from account settings page.
92_Clarity Admin and Dev System Partition - Administer Enables administration of the System Partition
92_Clarity Admin and Dev Timesheets - Approve All Allows resource to approve all submitted timesheets in the system.
92_Clarity Admin and Dev Timesheets - Edit All Allows resource to edit all timesheets in the system.
Allows resource to access the timesheets list page. The resource will only be able to see
92_Clarity Admin and Dev Timesheets - Navigate timesheets the resource has edit or approve timesheets rights over.
92_Clarity Admin and Dev Custom Objects Editor Allows resource to edit the definition of a Custom Object in the administration tool.
92_Clarity Admin and Dev Menu Definition Editor - All Allows resource to edit and view the definitions of all menus in the administration tool.
92_Clarity Admin and Dev Object - Create Definition Enables creation of a custom object
92_Clarity Admin and Dev Object Administration Customizable Object Administration
Allows resource to edit the definition of all pages in the administration tool. This right is
92_Clarity Admin and Dev Page Definition Editor - All dependent on Administration - Access right being granted.
Allows resource to view the definition of all pages in the administration tool. This right is
92_Clarity Admin and Dev Page Definition Viewer - All dependent on Administration - Access right being granted.
Allows resource to view all customized portlet pages. This right is dependent on portlet
pages being linked to a menu before they can be displayed. If the portlet page is linked
92_Clarity Admin and Dev Page Viewer - All to the Administration Menu then the user also must be granted the Administrat
92_Clarity Admin and Dev Partition - Administer Enables administration of the Partition Models
Allows resource to view and edit the definition of all portlets in the administration tool.
92_Clarity Admin and Dev Portlet Definition Editor - All This right is dependent on Administration - Access right being granted.
92_Clarity Admin and Dev Portlet Viewer - All Allows resource to view all portlets and add them to pages.
Allows resource to access Niku Studio pages in the administration tool. Please note that
92_Clarity Admin and Dev Studio Access this right is dependent on the customer having a license to Niku Studio.
92_Clarity Admin and Dev System Partition - Administer Enables administration of the System Partition
Allows resource to run any report. Allows scheduling of any report, editing of the report
properties for any report and viewing the output of any report. This right is dependent on
92_Clarity Admin and Dev Reports - Run - All Reports - Access being granted.
Accounts Receivable Allows user to import and export Accounts Receivable Transaction instances using the
92_Clarity Admin and Dev Transaction - XOG Access XML Open Gateway interface.
Allows user to import and export Admin Code instances using the XML Open Gateway
92_Clarity Admin and Dev Admin Code - XOG Access interface.
Allows resource access the OBS, Time, Data Administration and General Settings
sections within within the administration tool. This right includes the Administration -
92_Clarity Admin and Dev Administration - Application Access right.
Allows user to import and export Application instances using the XML Open Gateway
92_Clarity Admin and Dev Application - XOG Access interface.
Allows user to import and export Asset instances using the XML Open Gateway
92_Clarity Admin and Dev Asset - XOG Access interface.
Business Process Definition - Allows user to import and export Business Process Definition instances using the XML
92_Clarity Admin and Dev XOG Access Open Gateway interface.
Capacity Planning Scenario - Allows user to import and export Capacity Planning Scenario instances using the XML
92_Clarity Admin and Dev XOG Access Open Gateway interface.
Instance or OBS level
Clarity Project
Security Overview
General
Niku security rights are very flexible. Companies can implement almost any security structure needed to protect
and control data. With that flexible comes complexity.
Hierarchy
Global Rights:
Global rights apply to all objects, regardless of OBS or individual object.
Certain rights are global only as the OBS has not yet been established in order to invoke OBS rights
i.e. Project - Create
Company - Create
Administration - Access
OBS Rights:
Several rights can be established at the Global OR the OBS level.
i.e. Project - Edit Management
Resource - Hard Book
Project - View Tasks
And some rights can ONLY be established at the OBS level.
i.e. Project - Edit Access Rights (to give other users project specific access to a project without going through the Admin)
Resource - Approve Time
Instance Rights:
Instance rights are the same as Global and OBS rights, except they apply to one specific instance of an object.
i.e. Project - Edit - XYZ Project
Resource - Hard Book - Tony Huey
Report - Run - Key Tasks and Milestones
Groups:
Groups can be created to simplify assigning users to security rights, particularly for large numbers of users.
Groups can be created with any combination of security rights, and are used to assign rights to users with similar functional profiles, particularly Global Rights.
i.e. Group "Project Creators/Managers" might include:
Activity Right(s)
Create Projects Project - Create (global)
Create Programs Management - Programs (global)
Run Reports Reports - Access (global)
Reports - Run (global)
Once the group is created, a resource (Project Managers) can be attached to that group and inherit all the group's rights.
OBS:
Rights that need to be restricted by OBS level are assigned to each resource by OBS.
i.e. Allow Tony Huey to view projects within her OBS unit only
Activity Right(s)
Edit the workplan PSIM: Project - Edit
Hard book resources within OBS PSIM: Resource - Hard Book
Instance
Rights that need to be restricted by object are assigned to each resource at the object instance.
i.e. Allow Chairman Bob to view the executive reports
Activity Right(s)
Run the Portfolio Dashboard report Report: Portfolio Dashboard: Reports - Run