Permissions ensure only desired roles can access and edit information appropriate to them. By default, Resource Planning views are visible for all roles that satisfy the required permissions. Admins can grant view access to the Resource Planning views to other roles as needed.

Configure permissions to see the Resource Planning views

Permissions are configured on the Admin Menu > Permissions - People page. The Resource Planning section can be found under (Role name) > App permissions.

To allow roles to see the Resource Planning app name in their toolbar, toggle See the app.

Required Permissions

Resource Planning requires ‘see’ permissions on several entities and their related fields to function. Expand or collapse each section to see the related Entities and Fields and check the ones you want to grant view permission. You can also use the "Grant Required Permissions" to perform this operation.

Optional Permissions

Access to See all Projects and Show Non-Project Tasks can optionally be enabled so all the Tasks are accounted for in the Studio Overviews and Department data. Otherwise, Flow Production Tracking will calculate this information while respecting user specific Project “see” permissions, which can lead to different Workload values for different users.