Vinaybushan_T

Portfolio Synchronization - Rights

Discussion created by Vinaybushan_T on Sep 12, 2012
Latest reply on Sep 18, 2012 by Chris_Hackett
Hi,

I am using Portfolios.
Want to know what rights a resource should have to see investments that were not yet synchronized, when a resource selects project check box and clicks on Synchronize button in content tab.

a Resource X is portfolio manager and does not have Edit right ony of the project but has view rights on all projects.
When this resource login to clarity portfolio , selecting project check box and clicks on "View Matching Investments" this resource is able to see matching investments.
But the same resource selects project check box and clicks on 'Synchronixe" button even though there are some projects which are yet to be synchronized they are not visible for this resource.

So can you please lt me know whether to synchronize a portfolio resource should be having Edit rights.

Thanks,
Vinay

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