Clarity

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  • 1.  Resource finder and Resource under Resource management

    Posted Apr 09, 2021 09:07 AM

    We have "Resources" and "Resource finder" under "Resource management" , what's big difference in those two? 

    Please advise



  • 2.  RE: Resource finder and Resource under Resource management
    Best Answer

    Broadcom Employee
    Posted Apr 14, 2021 10:04 AM

    A couple of the main differences are that the Resource section allows you to create resources while Resource Finder allows you to book resources to projects directly from the resource finder list page. In Resource Finder, you are also able to review details of your resources that share certain skills, availability, etc. Here's more details at: https://techdocs.broadcom.com/us/en/ca-enterprise-software/business-management/clarity-project-and-portfolio-management-ppm-on-premise/15-9-1/Using-Classic-Clarity-PPM/resource-management/find-book-and-allocate-resources.html#concept.dita_b5b6e35c6d31f2b2c6b46ea8cf9168061b597051_FindandBookaLaborResource

    One other difference to mention is what's available in the list view for these two pages. From the Resource list page, you are able to add fields such as Open for Time Entry, Track Mode, etc to review and update information for multiple resources at the same time, where Resource Finder provides information such as Availability Match and Skill match.

    Regards,

    Kristin Schroer




  • 3.  RE: Resource finder and Resource under Resource management

    Posted Jun 23, 2021 11:16 AM

    How to give the access to Resource finder ? I have tried from Instance level Page and Portlet, but couldn't get it.

    Please help.




  • 4.  RE: Resource finder and Resource under Resource management

    Broadcom Employee
    Posted Jun 23, 2021 06:02 PM
    Resource - Navigate or Resource - External Access will give access to see Resource Finder, but the user will also need Resource - Hard Book or Resource - Edit Book to see resources on the page. 
    Regards,
    Kristin



  • 5.  RE: Resource finder and Resource under Resource management

    Posted Jun 24, 2021 12:29 PM

    I have checked giving "Resource - Navigate" access right Globally, then the resource got access to below 3.

    Resources

    Resource finder
    Resource Requisitions.