Permission Lists
Permission lists are the building blocks of end user security authorizations. You first create permission lists, and then assign them to user roles. When creating permission lists, consider each type of role that uses the permissions. Each permission list identifies the pages that individuals assigned to a role can access. All permissions required for a particular role must be assigned to that role; otherwise, a user may not be able to use the functionality offered in PeopleSoft Resource Management.
PeopleSoft Resource Management delivers pre-configured permission lists that grant access to various pages. These permission lists support the functional roles delivered with the application. Permission lists control access to pages, web libraries, components, and other objects as necessary to support an organization's unique roles. To modify the access for a user's role, you modify a permission list linked to the role. However, because the delivered permission list may be updated to include new features in future application releases, it is recommended that you do not modify the delivered permission list. Instead, duplicate the delivered permission list and modify the copy to meet your needs.
Important! If you modify a permission list, you change the access for all users who are assigned to roles that are associated with the permission list.
This table lists the delivered permission lists that provide access to PeopleSoft Resource Management, the purpose of each permission list, and the roles (if any) that are associated with each permission list:
Permission List |
Description |
Purpose |
Roles |
---|---|---|---|
EPRS1000 |
Resource Management All Users |
Provides access to the graphical navigation provided via the PeopleSoft Resource Management standard navigation page and PeopleSoft Workflow worklist. Provides access to Search Index Agent Manager component. Provides access to component interfaces and web libraries. |
All PeopleSoft Resource Management Users |
EPRS2100 |
RS Service Order Management |
Provides user with create and update access to service order, customer maintenance, and service order defaults pages. |
Staffing Coordinator, Practice Manager, Project Manager |
EPRS2300 |
RS Service Order Review Orders |
Provides view-only access to users to review service orders and regular access to change their default settings for service orders. |
Resource, Resource Manager |
EPRS3000 |
RS Assignments |
Enables users to create and manage assignments. |
Staffing Coordinator, Practice Manager, Project Manager |
EPRS4100 |
RS Schedules Managers View |
Enables users in managerial roles to access other users' schedules. |
Resource Manager, Practice Manager |
EPRS4200 |
RS Schedules Resource View |
Enables users to access only their own schedules for review and update. |
Resource |
EPRS4300 |
RS Schedules Display Only |
Enables users to view but not update resource schedules. |
Project Manager, Staffing Coordinator |
EPRS5100 |
RS Worker |
Enables resources to review and bid on open resource requests and to update and manage their own resource profiles. |
Resource |
EPRS5200 |
RS Worker Manager |
Enables managers to review resource profiles, submit recommendations, and work with assignments. |
Resource Manager, Practice Manager |
EPRS5300 |
RS Worker Display Only |
Allows view-only access to resource profiles. |
Project Manager, Staffing Coordinator |
EPRS6000 |
RS Pagelets |
Allows access to PeopleSoft Portal Pack pagelets that come with PeopleSoft Resource Management. |
Resource Manager, Practice Manager, Staffing Coordinator |
EPRS7000 |
RS Without HCM |
Enables the use of PeopleSoft Resource Management without integrating with PeopleSoft Human Capital (PeopleSoft HCM). |
Administrator Note: The Administrator role is not directly associated with this permission list because administrators can access all pages using the ALLPAGES permission list. |
EPRS7100 |
RS Interactive Reports |
Enables users to run PeopleSoft Resource Management reports that show trend information, such as the Scheduled Utilization report, the Unassigned Resources report, and the Most Requested Competencies report. |
Project Manager, Resource Manager, Staffing Coordinator, Practice Manager |
EPRS7200 |
RS Operational Reports |
Enables operations users to run reports that are applicable to managing the day-to-day operations of a professional services organization, such as the Service Order Listing report and the Assignments Ending report. |
Project Manager, Resource Manager, Staffing Coordinator, Practice Manager |
EPRS9000 |
Resource Management Setup |
Enables users to set up or change installation options and preferences. |
Administrator Note: The Administrator role is not directly associated with this permission list because administrators can access all pages using the ALLPAGES permission list. |
EPRS9100 |
Resource Management BU (business unit) Setup |
Enables users to set up business rules and preferences. |
Administrator Note: The Administrator role is not directly associated with this permission list because administrators can access all pages using the ALLPAGES permission list. |
EPRS9400 |
Capacity Planning |
Enables users to create supply and demand forecasts, and create, modify, and approve consolidated scenario analyses. |
Resource Manager |
EPRS9500 |
Capacity Planning with Approvals |
Enables users to create supply and demand forecasts, and create, modify, approve, and unapprove consolidated scenario analyses. |
Practice Manager |
EPRS9600 |
Region Utilization Setup |
Enables users to set up the utilization values for the regions used in capacity planning. |
Practice Manager |