Automated rights assignment in Clarity PPM

Automatic Assignment of Rights in Clarity

Assign and revoke rights in a differentiated, audit-proof, and flexible way – without the need for manual intervention.

itd Advanced Resource Planning: Das Clarity Add-on für professionelle Ressourcenplanung

Business Case: Differentiated, Audit-Proof Rights Concept

As your company’s Single Source of Truth, Clarity provides you with all required data in one central location. Therefore, a solid, differentiated rights concept is important. Your users need to have access to the data that is relevant to them. At the same time, you need to ensure data security, privacy, and audit security. It is important not only to be able to grant rights, but also to revoke them when they are no longer needed.

Rights can be manually assigned in Clarity Standard. However, it can be laborious and time-consuming if you are managing many projects and investments. For some use cases, therefore, a scalable, more efficient solution makes more sense.

Clarity PPM Software: itdesigns Best Practices und Erweiterungen

Our Solution: Automated Rights Assignment in Clarity

Let us work with you to define the required rules for automated rights assignment in your Clarity system. This is how we define which rights are assigned to the various roles in Clarity and what the relevant conditions are. Depending on which parameters are specified, rights are then granted and revoked automatically on the basis of these definitions. Properly authorized users (e.g., PMO) can then adapt and extend the defined rights at any time.

Here’s an example: The project manager goes on vacation and assigns a deputy to take over while he or she is away. The deputy is automatically granted the appropriate rights for this period of time. These rights are automatically revoked again when the vacation is over. Authorizing project roles on the basis of the project phase, for example, would be another use case. This can be implemented in the same manner for applications, services, custom investments, and any objects.

Added Value for Your Business
  • Rule-based automation of rights assignment
  • Differentiated, audit-compliant rights assignment
  • Elimination of the need for manual intervention for functional admins
  • Increased transparency with regards to the applicable rights concept
  • Maximum flexibility in the assignment of rights
  • Minimally required rights assigned in your Clarity system
  • Implementation of deletion concept thanks to automated revocation of rights
Dr.-Ing. Uwe Kernchen, REHAU Industries

What Uwe Appreciates About This Best Practice

Automatic rights assignment is faster and more reliable than if we had to assign extra people to perform this task manually. In addition, we can develop our license model in a focused and needs-based manner and keep the number of licenses within a certain framework. Ultimately, this translates to cost savings. 

Dr.-Ing. Uwe Kernchen|Head of Project Management Office

REHAU Industries SE & Co. KG

Possible Features

  • Documentation of the current rights concept in the Clarity rights object
  • Central location for the assignment of rights in Clarity
  • Any rules based on object, role, team, and rights to be assigned can be mapped
  • Automatic creation and deletion of rights groups as well as addition and removal of the resources that are to be authorized
Use Case: Stellvertretungsrechte sollen automatisch für ein einzelnes Projekt vergeben werden.
Dazu werden vorab die globalen OBS- und Instanzrechte der automatischen Rechtegruppe (z. B. Stellvertretung der Projektleiter*in) definiert.
Mit dem Eintrag der Rolle (z. B. Stellvertretung der Projektleiter*in) werden die Personen automatisch über neue Rechtegruppen berechtigt.
Dies kann für verschiedenste Rollenrechte erfolgen. Ebenso kann ein definierter Personenkreis (Gruppe) automatisch Instanzrechte für Objekte erhalten.
Use Case

Deputy rights are to be assigned automatically for a single project.

Definition of Rights

The global, OBS, and instance rights of the automatic rights group (e.g., a project manager's deputy) are defined in advance.

Authorization

With the entry of the role (e.g., a project manager's deputy), the persons are automatically authorized via new rights groups.

Various Application Options

This can be done for various role rights. Likewise, a defined group of people (group) can automatically receive instance rights for objects.

Best Practices and Extensions for Clarity

From functional to technical: We have already found a solution for numerous specific requirements for Clarity systems. You too can benefit from our many years of practical experience with 130+ customers and save valuable time and money!

See all Clarity best practices and extension
2011: Technologiepartnerschaft für Clarity
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