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Enable more granular Planner access for Resource Management

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Level 1

5/21/25

Description - For privacy and security, our org only gives access to the Resource Manager/Planner feature to a handful of Resource Managers. It would be great if team members, who do not have access to the Resource Manager feature, could self-serve and have access to a report that only shows their AVL, PLN, ACT and DIF values.

 

Why is this feature important to you - With the lack of out of the box custom Resource Management reporting, team members have no way of seeing what their Resource Managers are seeing in the Resource Manager/Planner view.

 

How would you like the feature to work - Update Resource Manager/Planner where when access is given to non Resource Manager team members, the system is configurable so that they are only allowed to access pre-made filters that have been shared with them. The filters cannot be updated or shared and will restrict what data they can see.

 

Current Behaviour - Resource Managers/Planners are sharing reports with their team that display task/assignment planned hours and actuals in total and unable to replicate a weekly, monthly and quarterly view. It is not possible to mirror in reporting what the Resource Manager/Planner feature highlights with AVL, PLN, ACT and DIF. While you can currently report on a task/assignment planned hours and actual hours, these values are reported in total and not available to by week, month or quarter. If a task has a duration of two weeks and has planned hours of 10 days, today out of the box, there isn't a way to create a report that highlights that Week 1 has 5 planned hours and Week 2 has 5 planned hours.