Clarity

  • 1.  Team Member rights in CA PPM NewUI

    Posted May 03, 2019 01:05 AM

    Hi,

     

    We have a project ABC assigned to OBS1. A team member allocated to this project and assigned to task. He belongs to OBS2.

     

    Does the below statement holds good for above scenario? 

    Tasks and Assignments
    • Project managers and team members can create, update, and delete tasks, milestones, and phases.

    Because the team member is not able to change the status of the project in NewUI and gets an error message saying 

    'You are not authorized to perform the action'

     

    Please let me know.

     

    Thanks,

    Divya



  • 2.  Re: Team Member rights in CA PPM NewUI

    Broadcom Employee
    Posted May 03, 2019 08:50 AM

    Hi Divya,

     

    If the issue is they aren't able to edit a task status, can you please check to see if the user has the following access right at the instance level for the project? 

     

    • Project - Task Management access

     

    Currently, team members are only automatically granted the access right 'Project - Task Management' if they are added to a project directly from the 'Conversations' section of the project in the New UX or if the team member is assigned to tasks on the Project Tasks list or board views in the New UX. Here's a KB with more details and a couple of options of how to fix this if that right is missing: https://comm.support.ca.com/kb/in-the-new-ux-some-users-are-unable-to-edit-tasks-as-they-are-not-automatically-granted-the-project-task-management-right/kb000092907

     

    If they are trying to edit the project status, they'll need project - edit rights to edit the project status, but the right above is the access to allow editing of task statuses. 


    Regards,
    Kristin Schroer



  • 3.  Re: Team Member rights in CA PPM NewUI

    Posted May 14, 2019 03:32 AM

    Thanks Kristin,

     

    So this means that existing projects in the Classic UI, now managed in New UI, Do we need to add team members again from Conversation section for them to edit task status?



  • 4.  Re: Team Member rights in CA PPM NewUI

    Broadcom Employee
    Posted May 15, 2019 11:56 AM

    Hi Divya,


    That is one option that would work (removing them from the conversation and then readding them). The other 2 options would be:

     

    1. Assign the resource to any task on the project via the New UX. 

     

    2.  In Classic PPM->Administration->Resources, manually add the access right Project - Task Management at the instance level or OBS level (and starting in 15.5.1, you can also grant this right Project - Task Management - All at the Global level. I've updated the KB to also note this change in 15.5.1)

     

    Regards,
    Kristin



  • 5.  Re: Team Member rights in CA PPM NewUI

    Posted May 16, 2019 03:16 AM

    Thanks Kristin.



  • 6.  RE: Re: Team Member rights in CA PPM NewUI

    Posted Jun 04, 2019 12:23 PM
    Hi Kristin - 

    The link provided in your post above does not work any longer with the CA/Broadcom website changes:  https://comm.support.ca.com/kb/in-the-new-ux-some-users-are-unable-to-edit-tasks-as-they-are-not-automatically-granted-the-project-task-management-right/kb000092907

    Is it possible you can provide an updated link?  Thanks in advance for your time and effort.


    Matt


  • 7.  RE: Re: Team Member rights in CA PPM NewUI

    Posted Jun 05, 2019 06:49 AM
    It appears that it is not there yet.
    The KB is at
    https://casupport.broadcom.com/product-information-details.html?pname=Clarity%20PPM%20On%20Premise%20-%20Application#


  • 8.  RE: Re: Team Member rights in CA PPM NewUI

    Posted Jun 06, 2019 08:21 AM
    Actually this is the KB
    In the New (UX), some users are unable to edit tasks as they are not automatically granted the 'Project - Task Management' Right
    Document ID : KB000092907
    Last Modified Date : 16/06/2018
    Show Technical Document Details
    Issue:
    If a user is added to a project team via the Classic UI or if the user is added using the role replace functionality (in the New UX or Classic UI), the user is unable to edit tasks for that project in the New User Experience (UX). This is due to the resource not automatically being granted the access right 'Project - Task Management access' at the Instance level for that project. The user is therefore unable to edit tasks on either the Task Board or List view.

    One of the following errors is generated when you try to edit a task:
    "API-1007: You are not authorized to process request. Contact your system administrator for necessary security rights" or "Error: Project.tasks.errors.couldNotPatchCard"

    Steps to Reproduce:

    1. Create a new project in the New User Experience with at least one task
    2. Create a new user in PPM with the following access:�Project Management - Navigate (Global level)
    Projects - Navigate (Global level)
    Project - View - Instance level to the project created in Step 1
    3. In the New UX, click the 'Resource Staffing' icon on the left hand menu
    4. In the 'Investments to Resources' portlet, expand the project created in step 1 and click the + icon next to the project name
    5. In the 'Search roles' field enter a role name (In this example, Project Manager) then click the role to add it to the project
    6. In the 'Investments to Resources' portlet, click on the role that was just added to the project which will bring up the role details window on the right hand side
    7. In the 'Allocate To' field, replace the role with the resource created in Step 2
    8. Click 'Confirm Allocation' to complete the role replace
    9. Login as the user created in Step 2 and navigate to the 'Tasks' section of the project created above
    10. From the List view, attempt to change the status of a task. Or, from the Board view, attempt to move a task in one of the columns to a different column (example: move a task from 'Incoming' to 'Waiting to Pull')

    Expected Results: Task moves successfully

    Actual Results: Receive one of the following error messages and you are unable to edit the task. "API-1007: You are not authorized to process request. Contact your system administrator for necessary security rights" or "Error: Project.tasks.errors.couldNotPatchCard"

    Additionally, you can see that the access right "Project - Task Management" does not show up in the instance level access rights for the user, which is what is preventing the user from being able to edit tasks. You can see this by taking the following steps:
    1. In the Classic UI, go to Administration->Resources and click on the resource name
    2. From the 'Resource's Access Rights' tab drop down, select 'Instance'
    You will see that the access right 'Project - Task Management' is missing (Or if the user was already added correctly for other projects by adding them directly to a New UX's project team, if you click on the link to the 'Project - Task Management' the project in the steps above is missing in the user's access).
    Cause:
    This is working as designed. Currently, team members are only automatically granted the access right 'Project - Task Management' if they are added to a project directly from the 'Conversations' section of the project in the New UX or if the team member is assigned to tasks on the Project Tasks list or board views in the New UX.

    Resolution:
    For any team members that were not added to the project via the 'Conversations' section of the project in the New UX, use one of the below options to grant the access to the user:

    Option 1:�Assign the resource to any task on the project�via the�New�UX. The user will then have access to all the tasks on that specific project.

    Option 2: Manually add the access right using the following steps:
    1. In the Classic UI, go to Administration->Resources and click on the resource name
    2. From the 'Resource's Access Rights' tab drop down, select 'Instance'
    3. Click 'Add'
    4. For Object, select Project and click 'Next'
    5. Check the check box next to 'Project - Task Management' and click 'Add and Continue'
    6. Check the check box next to the project the user should have the access for
    7. Click 'Add'�

    Note: To grant this access to multiple projects at the same time, the 'Project - Task Management' access right is not yet available at the global level, but you can grant this level at the OBS level for resources to allow them to have this access to all projects in the same OBS.�
    Additional Information:
    Reference New User Experience: Compare with Classic CA PPM - Team Member �for more details on New UX Team member access rights
    Reference KB000006279�- Unable to edit task dates in some projects in the New User Experience
     
     

     

     
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