Hello!
As part of Resource Requisition process in Clarity, we were expecting to have Resource/Booking manager to book the resource instead of PM. To enable Booking manager to book a resource, I have granted Project-Edit instance level rights on the project and marked 'Requisition Approval Required' as No(which means who PM approval required to book a resource). As per the documentation, booking manager is supposed to see only 'Book' button instead of 'Propose'. However, booking manager is able to see both Book and Propose buttons. We don't want to have proposal functionality through Clarity. Can someone suggest how to disable 'Propose' button from Requistion Resource Page?
On the other note, if Project-Edit rights are granted to the booking manager, they automatically get edit rights to edit Project Summary page. Is there anyway to restrict a booking manager to have only edit rights to the Team tab? (As they are supposed to hard book a resource)
Reference to the Clarity 15.7 documentation:
https://techdocs.broadcom.com/content/broadcom/techdocs/us/en/ca-enterprise-software/business-management/clarity-project-and-portfolio-management-ppm-on-premise/15-7/using/getting-started-with-classic-ppm/resource-management/fill-resource-requisitions.html#concept.dita_cf8e636b325a87b4d303d2172918c118de857747_ReviewResourceRequisitionsFrom the lines of documentation:
'If the Requisition Approval Required option for the project is turned off (no project manager approval required):
1. The Book button appears on the page instead of the Propose button. To hard-book the resource onto the project automatically without the project manager approval, click Book.2. If you do not have the Project - Edit access right, the Propose button appears on the page instead of the Book button. Click Propose to submit the booking for approval, rather than directly booking to the project. Later, when your project manager views the Project Team: Requisitions page, the Book and Reject buttons appear on the page.'
Regards
------------------------------
Praneeth Desur
Clarity PPM Specialist
Toyota Finance Australia
------------------------------