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  • Person relates to the Organization of a person profile.
  • Project relates to the Project Organization of a project profile.
  • Owning relates to the Owning Organization of a project profile. 


Take the example of Gavin, a Project Manager who also has resource assigning permissions in his company.

Gavin’s access Access to assign PROJECTS  

Person Organization Access

    1. If Gavin The Project Manager can assign to any project or only to certain Customers/Orgs:

      1. Navigate to Gavinthe person's Person Profile > Organization Access (left menu) > edit pencil for Resource Assigner - Project

      2. If Gavin the Project Manager can assign to any project, choose All. Click Save.

      3. If he the Project Manager can assign only to certain customers, edit the Resource Assigner row for Project, choose Selected, and check the boxes next to the Customers/Orgs to which he can assign. Click Save.

      4. If he the Project Manager can assign only to certain internal owning organizations, edit the Resource Assigner row for Owning, choose Selected, and check the boxes next to the internal Owning Organizations to which he can assign. Click Save.

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    2. In the example below, Gavin the Project Manager can assign to any customer under Project Organization " Customer-2."

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Project Administrator

    1. If Gavin the Project Manager can assign only to some projects within certain customers, and not all projects for a customer:
      1. Navigate to the project profile For a specific project, navigate to Project Profile > Administrators (left menu) > Resource Assigner.
      2. Assign Gavin the person as the Resource Assigner for that specific project.

    2. In the example below, Gavin the Project Manager can only assign to the BIG-DATA project for Customer-2, and cannot assign to any other projects under Customer-2 unless specified.
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Gavin’s access Access to assign PEOPLE

Person Organization Access

    1. Access to assign/plan people must be granted by Organization.
      1. Navigate to Gavinthe person's person profile Person Profile > Organization Access (left menu) > edit pencil next to for Resource Assigner - Person.
      2. If he the Project Manager can assign any person, choose " All."
      3. If he the Project Manager can assign only certain people, choose "Selected" and check the boxes next to the Person Orgs he can assign.
      In the example below, Gavin can assign the IT_PMO team, but not the Finance team.

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Additional Information

Help Docs - People Organization Access

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