Clarity

  • 1.  Booking manager Vs Resource Manager

    Posted Sep 24, 2015 11:40 AM

    Hello,

     

    We are looking for an option where vendor managers can help Resource managers in allocation. Vendor managers will be assigning and allocating only their contractors to relevant projects.

    As of now we have a job which defaults the Resource manager and booking manager to same person.  If we remove that option and give the vendor manager  to be the booking manager what are the things that we need to be careful about.

     

    1. With booking manager on will both RM and booking manager have access to allocate the resources?
    2. If the booking manager is blank would it still give RM access to allocate?
    3. Anything else to consider

     

    Appreciate the help.

     

    Regards,

    Manjusha



  • 2.  Re: Booking manager Vs Resource Manager
    Best Answer

    Posted Sep 24, 2015 12:11 PM

    Manjusha,

     

    1. No, Only resource manager will be able to allocate (if they have navigate right from other source)

    2. yes, since RM has rights to do so

    3. booking manager is really only used for requisitions

     

    Here's some "research" for those interested:

    The test manager and resource were blank users, no groups or any other rights so keep in mind you do need at least resource navigate to allocate.

     

    Test manager set to Resource Manager

    User

    Rights over test resource

    What can they do when set?

    Test Manager

    Resource - Manager (Auto)

    Nothing

    • requires resource navigate right

    With resource navigate right

    • Able to view resource
    • Able to edit properties of resource
    • Able to add allocations
    • Skills
    • Change Calendar
    • Cannot approve timesheets

     

    Test manager set to Booking Manager

    User

    Rights over test resource

    What can they do when set?

    Test Manager

    None added

    Nothing

    With resource navigate right added

    • No resources are shown (other than self)

    With resource view right added

    • Can see resource, cannot edit anything (not even allocations)

    Timesheet navigate rights added

    • Timesheets for resource do not appear

     

    You might want to vote up this idea:

    Ability to Configure Auto Rights

     

     

    Andy



  • 3.  Re: Booking manager Vs Resource Manager

    Posted Sep 24, 2015 12:33 PM

    Thank you Andy for quick reply. It makes sense now.

     

    Regards