Access to the Resource Planner depends on a user's permission set. This article covers default access by permission set, the Budget Bookings permission group that fine-tunes which booking details are visible, and how absence visibility is controlled.
đ New to the Resource Planner? Start with What is the Resource Planner?
Default Access
All users can access the Resource Planner by default.
Staff can:
See their own bookings under By Person
See their own time off under By Absence
They do not see the By Project view, as they donât have access to budgets or deals directly.
Users with Coordinator, Manager, Profitability Manager, or Admin permission sets can:
See all bookings and full booking details, regardless of access to specific budgets or deals
đ Note: The visibility of bookings is based on both users' permissions and sharing access to budgets and deals.
In organizations created before mid-August 2026, Coordinator, Manager, and Profitability Manager each have a restricted variant that does not see all bookings by default.
đ See Why Your Permission Set List May Look Different for the full breakdown.
Budget Booking Permissions Explained
To adjust or fine-tune the users' permission sets, use custom permission sets.
Use the Budget Bookings permission group to define what users can or canât see when it comes to budget and deal bookings.
The following permissions define what booking information a user can see in the Resource Planner.
Permission | What it allows |
View basic info for all bookings | See allocation info for all bookings (other peoples' basic booking details) |
Add, edit, and delete budget bookings | Manage budget bookings for all users |
View full booking info for bookings on shared budgets & deals | See full booking details for budgets and deals user's been added to |
View full booking info for all budget & deal bookings | See full details for all bookings |
View your own budget bookings | See full details for bookings where the user is assigned |
View tentative booking info |
Access to Absence Bookings
đ Check out Restricting Absence Visibility by Subsidiary to learn how to limit absence booking and allowance visibility to users within the same subsidiary â useful if you're managing multiple legal entities.
đ See Restricting Absence Visibility by Reporting Line to learn how to limit absence booking visibility to direct and indirect managers only â useful for single-subsidiary organizations where the org chart is the meaningful boundary, not the legal entity.
