Restrict Resource Manager to Confirm/Allocate/Reject his Group/Users

[Community Alums]

While working on a specific project, we had a requirement where resource managers should be able to confirm/allocate/reject only groups/users that they directly manage. I was surprised to not find anything on this matter, so I wanted to provide a solid solution.

To fully describe the requirement, we have to restrict the Resource Manager's ability to do CAR (Confirm/Allocate/Reject) actions - either this is from a resource plan record or from his Allocation Workbench.

This can be achieved by editing the Script Include called RMUIActionHelper:

The following functions determine the conditions for the CAR actions that are available to every user:

canConfirm: function() {
		return gs.hasRole('resource_manager') && (this.gr.state == ResourcePlanState.REQUESTED) && this.gr.getValue('plan_type') != 'operational_work';
},
	
canConfirmAndAllocate: function() {
	return gs.hasRole('resource_manager') && (this.gr.state == ResourcePlanState.REQUESTED) && this.gr.getValue('plan_type') != 'operational_work';
},
	
canAllocate: function() {
	return gs.hasRole('resource_manager') && (this.gr.state == ResourcePlanState.CONFIRMED || (this.gr.state == ResourcePlanState.ALLOCATION_IN_PROGRESS && this._allocationEventFailed()) || (this.gr.state == ResourcePlanState.REQUESTED && this.gr.getValue('plan_type') == 'operational_work'));
},
	
canReject: function() {
	return gs.hasRole('resource_manager') && (this.gr.state == ResourcePlanState.REQUESTED) && this.gr.getValue('plan_type') != 'operational_work';
},

By simply appending the condition "&& (this.gr.group_resource.manager.getValue()==gs.getUserID() || this.gr.user_resource.manager.getValue()==gs.getUserID())" at the end of each of the existing conditions we are effectively restricting the CAR actions to the resource managers that are managers of groups/users on the resource plan specified:

canConfirm: function() {
	return gs.hasRole('resource_manager') && (this.gr.state == ResourcePlanState.REQUESTED) && this.gr.getValue('plan_type') != 'operational_work' && (this.gr.group_resource.manager.getValue()==gs.getUserID() || this.gr.user_resource.manager.getValue()==gs.getUserID());
},
	
canConfirmAndAllocate: function() {
	return gs.hasRole('resource_manager') && (this.gr.state == ResourcePlanState.REQUESTED) && this.gr.getValue('plan_type') != 'operational_work' && (this.gr.group_resource.manager.getValue()==gs.getUserID() || this.gr.user_resource.manager.getValue()==gs.getUserID());
},
	
canAllocate: function() {
	return gs.hasRole('resource_manager') && (this.gr.state == ResourcePlanState.CONFIRMED || (this.gr.state == ResourcePlanState.ALLOCATION_IN_PROGRESS && this._allocationEventFailed()) || (this.gr.state == ResourcePlanState.REQUESTED && this.gr.getValue('plan_type') == 'operational_work')) && (this.gr.group_resource.manager.getValue()==gs.getUserID() || this.gr.user_resource.manager.getValue()==gs.getUserID());
},
	
canReject: function() {
	return gs.hasRole('resource_manager') && (this.gr.state == ResourcePlanState.REQUESTED) && this.gr.getValue('plan_type') != 'operational_work' && (this.gr.group_resource.manager.getValue()==gs.getUserID() || this.gr.user_resource.manager.getValue()==gs.getUserID());
},

Have in mind that this change only affects the CAR actions. The resource managers that are not direct managers of the User/Group, still have visibility on these resource plans.

If this article helped you, please mark it as helpful.

[TroySasso]

Will let you know if it works.  This should be a property out of box to enable/disable.

[TroySasso]

Worked like a charm.  How would I do this on the Capacity planning console as well?

[Community Alums]

I can't give you a step - by - step process, but you'll need to get your hands dirty with the widget. The Capacity Planning Console is a Portal Page with widgets. If you right-click and edit the list of Resource Plans as a widget, you can find in Client Controller a "refreshList" function that calls another fucntion (RPService.getPlans($scope.query, maxPlans)). As an input it passes the $scope.query that is provided by the filter widget. Although you can't edit the filter widget itself, you can add a line before the function call "RPService.getPlans($scope.query, maxPlans)" that gets the $scope.query and appends something like "'^group_resource.manager=' + gs.getUserID()" so that it always enforces that query on that.

My availability is negative at this time so this is all the help I can provide for now, hope it gives you a good head-start to begin testing.