Add Resource Manager as Work Item Manager

When a user is assigned as a resource, automatically assign their Direct Manager as a Manager on the work item to enable them to swap resources with other team members. A setting in Global Settings allows you to automatically add the resource’s Direct Manager as a Manager or Reviewer.

Specification: Core Apps, Clarizen Apps

About This App

When a user is assigned as a resource, automatically assign their Direct Manager as a Manager on the work item to enable them to swap resources with other team members.
A setting in Global Settings allows you to automatically add the resource’s Direct Manager as a Manager or Reviewer.

Once the application is installed and the appropriate property is configured in Global Settings, each time a user is assigned as a resource for a work item, the user’s direct manager is assigned as the Manager or a Reviewer for the same work item.

If a direct manager is assigned the Manager role, they have full control over the work item, can view progress, and reassign the work item to a different user on their team.

If a manager is assigned the Reviewer role, they have visibility, but not edit permissions over changes made to the scope of work, resources, or dates in the project discussion (but not in the project group).

After installing the application, you must configure the Resource Direct Manager Role hidden property in Global Settings to specify whether the direct manager is assigned the Manager or the Reviewer role. By default, the property is not enabled and the rule will not run until an option is selected.

To configure the Manager Role property

  1. Navigate to Settings > Global Settings.
  2. In top-right search, search for Resource.
  3. The Resource Direct Manager Role hidden field is shown in the search results with two available values Manager | Reviewer.
  4. Select the desired value.

Components

Component Description
Workflow Rule: Add Direct Manager as Additional Manager When a Resource is added to a Work Item (Milestone or Task), their Direct Manager is added as an Additional Manager so they can replace the resource with others from their team, where needed.
Custom Field:  Resource Direct Manager Role A picklist field which should be configured by Admin user, set via Global Settings and offering 2 options: Manager, Reviewer.
Custom Field:  Added by Workflow Flag Managers who were automatically added by this Workflow. This permits simple identification for removal if needed.

Additional Customization Suggestions

The Resource Direct Manager Role field allows configuration of whether the resource’s Manager should be added as a work item Manager or only as a reviewer.
The workflow rule which performs the automation is on the Assigned Resource link and runs according to this evaluation criteria:

GetSystemSetting(‘additionalManager’) &&
$Resource.DirectManager <> NULL &&
(Organization.C_CLZ_ResourceManagerRole_CLZ = ‘Manager’ || Organization.C_CLZ_ResourceManagerRole_CLZ = ‘Reviewer’) &&
($Resource.DirectManager.LicenseType <> ‘None’ || $Resource.DirectManager.LicenseType <> ‘Email’)

You may also wish to customize the Workflow Rule to automatically add the Manager when :

The assigned resource is in a particular group (in this case, the Marketing group) GetSystemSetting(‘additionalManager’) &&
$Resource.DirectManager <> NULL && IsMemberOf(‘Marketing’,$Resource)&&
(Organization.C_CLZ_ResourceManagerRole_CLZ = ‘Manager’ || Organization.C_CLZ_ResourceManagerRole_CLZ = ‘Reviewer’) &&
($Resource.DirectManager.LicenseType <> ‘None’ || $Resource.DirectManager.LicenseType <> ‘Email’)
The assigned resource only has a particular manager GetSystemSetting(‘additionalManager’) &&
$Resource.DirectManager <> NULL && $Resource.DirectManager = ‘john.doe’ &&
(Organization.C_CLZ_ResourceManagerRole_CLZ = ‘Manager’ || Organization.C_CLZ_ResourceManagerRole_CLZ = ‘Reviewer’) &&
($Resource.DirectManager.LicenseType <> ‘None’ || $Resource.DirectManager.LicenseType <> ‘Email’)
the work item is in a certain type of project GetSystemSetting(‘additionalManager’) &&
$Resource.DirectManager <> NULL &&  $WorkItem.Project <> NULL && $WorkItem.Project.ProjectType = ‘Development’ &&
(Organization.C_CLZ_ResourceManagerRole_CLZ = ‘Manager’ || Organization.C_CLZ_ResourceManagerRole_CLZ = ‘Reviewer’) &&
($Resource.DirectManager.LicenseType <> ‘None’ || $Resource.DirectManager.LicenseType <> ‘Email’)