Resource Planning - User Permissions
Resource Planning
Permissions
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Add Attachments for People in Resource Planning |
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Add Attachments for Projects in Resource Planning |
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Add People to Resource Planning |
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Add or Edit Sensitive Custom Fields for People in Resource Planning |
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Add or Edit Tags for People |
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Add or Edit Tags for Projects in Resource Planning |
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Add Wage Overrides in Resource Planning |
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Assign Project Roles for Resource Planning |
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Assign or Edit a User's Notification Profile in Resource Planning |
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Bulk Delete People in Resource Planning |
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Bulk Delete Time Off in Resource Planning |
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Bulk Delete Resource Assignments |
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Bulk Delete Any Resource Requests |
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Bulk Delete Resource Requests You Created |
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Bulk Edit People in Resource Planning |
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Bulk Edit Resource Assignments |
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Bulk Edit Any Resource Request |
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Bulk Edit Resource Requests You Created Web |
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Change a Person's User Type in Resource Planning |
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Change a User's Permission Template in Resource Planning |
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Configure Assignment and Request Statuses for Resource Planning |
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Configure Company Details in Resource Planning |
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Configure Costing in Resource Planning |
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Configure Custom Fields for Resource Planning |
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Configure Default Assignment Alerts for Resource Planning |
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Configure Groups for Resource Planning |
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Configure Integration Settings for Resource Planning |
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Users must be assigned the 'Admin' permissions template in Resource Planning. | |
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Configure Job Titles for Resource Planning |
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Configure Notification Profiles for Resource Planning |
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Configure QR Codes for Resource Planning |
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Configure Sensitive Fields for Resource Planning |
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Configure Tags for Resource Planning |
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Configure View for the Projects List |
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Create Custom Assignment Alerts for Projects |
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Create Labor Plan |
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Create Notes About People in Resource Planning |
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Create Notes About Projects in Resource Planning |
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Create Permissions Templates for Resource Planning |
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Create Project Categories for Resource Planning |
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Create Projects in Resource Planning |
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Create QR Codes for People |
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Create QR Codes for Projects in Resource Planning |
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Create Saved Reports in Resource Planning |
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Create Saved Views for Assignments in Resource Planning |
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Create Saved Views for the People List in Resource Planning |
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Create Saved Views for Requests in Resource Planning |
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Create Saved Views for Time Off in Resource Planning |
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Create Saved Views for the Totals Dashboard in Resource Planning |
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Create Time Off in Resource Planning |
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Create Resource Assignments Using Rapid Assign |
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Create a Resource Assignment |
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Create a Resource Request |
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Delete Messages for Resource Planning |
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Delete Scheduled Assignment Alerts for Resource Planning |
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Delete Permissions Templates |
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Delete Time Off in Resource Planning |
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Delete a Resource Assignment |
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Delete Any Resource Request |
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Delete a Resource Request You Created |
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Delete People in Resource Planning |
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Delete a Project in Resource Planning |
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Edit Assignment Alerts for Resource Planning |
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Edit Attachments for People in Resource Planning |
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Edit Attachments for Projects in Resource Planning |
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Edit Messages for Resource Planning |
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Edit or Delete Saved Reports in Resource Planning |
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Edit or Delete Saved Views for Assignments in Resource Planning |
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You can only edit or delete saved views that you created. | |
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Edit or Delete Saved Views for the People List in Resource Planning |
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You can only edit or delete saved views that you created. | |
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Edit or Delete Saved Views for Requests in Resource Planning |
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You can only edit or delete saved views that you created. | |
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Edit or Delete Saved Views for Time Off in Resource Planning |
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You can only edit or delete saved views that you created. | |
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Edit or Delete Saved Views for the Totals Dashboard in Resource Planning |
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You can only edit or delete saved views that you created. | |
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Edit People in Resource Planning |
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Edit Permissions Templates for Resource Planning |
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Edit Project Details in Resource Planning |
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Edit Time Off in Resource Planning |
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Edit Wage Overrides in Resource Planning |
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Edit a Resource Assignment |
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Edit Any Resource Request |
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Edit a Resource Request You Created |
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End a Resource Assignment |
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Export the Assignment History Report |
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Export the Assignments Gantt |
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Export the Availability Look-Ahead Report |
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Export the People List |
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Export the Project List |
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Export the Tags Requiring Action Report |
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Export the Time Off List |
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Export the Totals Dashboard |
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Export the Assignments List |
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Export the Workforce Report |
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Export the Resource Request List |
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Fill a Resource Request |
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To send assignment alerts to assignees, you also need the granular permission to 'Create/Edit/Delete Alerts'. | |
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Inactivate People in Resource Planning |
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Inactivate a Project in Resource Planning |
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Manage Archived Messages for Resource Planning |
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Manage Your Inbox for Resource Planning |
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| Receive Messages Sent from Resource Planning via Email | People must have the Enable Email checkbox selected, and an Email Address entered in their personal information on the People List. See Edit People in Resource Planning. | ||||
| Receive Messages Sent from Resource Planning via Email | People must have the Enable SMS checkbox selected, and a Phone Number entered in their personal information on the People List. See Edit People in Resource Planning. | ||||
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Remove Wage Overrides in Resource Planning |
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Respond to Assignment Alerts for Resource Planning |
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Respond to a Resource Planning Message |
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Search and Filter the Assignments Gantt |
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Search and Filter the Totals Dashboard |
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Search, Sort, and Filter People on the Assignments Boards |
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Search, Sort, and Filter Projects on the Assignments Boards |
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Search, Sort, and Filter the People List |
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Search, Sort, and Filter the Project List |
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Search, Sort, and Filter the Time Off List |
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Search, Sort, and Filter the Resource Requests List |
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Send Assignment Alerts in Resource Planning |
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Send a Message for Resource Planning |
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Set Up Your SMS and Email Signature in Resource Planning |
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Shift Dates for a Future Project |
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Sort and Filter the Resource Assignments List |
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View Activity about a Person in Resource Planning |
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View Activity about a Project in Resource Planning |
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View and Configure the Project Labor Graph |
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View Assignment Alerts for Resource Planning |
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View Attachments for People in Resource Planning |
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View Attachments for Projects in Resource Planning |
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View Messages for Resource Planning |
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To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked. | |
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View Notifications in Resource Planning |
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View People Details in Resource Planning |
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View Read Receipts for Messages for Resource Planning |
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To see messages in Resource Planning, the message must have been sent with the 'Shared' checkbox marked. | |
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View Sensitive Sensitive Custom Fields for People in Resource Planning |
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View Sensitive Sensitive Custom Fields for Projects in Resource Planning |
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View Tag Attachments for Projects |
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View Tag Expiration Dates and Attachments for People |
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View Time Off in Resource Planning |
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View the Activity Dashboard |
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View the Assignments Boards |
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View the Assignments Gantt |
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View the Map Dashboard |
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View the People List |
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View the Projects List |
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View the Time Off List |
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View the Totals Dashboard |
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View the Resource Assignments List |
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View the Resource Requests List |
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View Wage Overrides in Resource Planning |
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