Skip to main content
Answer

Is it possible to restrict visibility of project margin amount and percentage?

  • August 23, 2023
  • 3 replies
  • 160 views

Forum|alt.badge.img

Trying to find if there is an access right we can set to hide the project margin amount and percentage from the project header. While this information is helpful for our accounting and executive teams, we have employees who need access to projects, but don’t need to see in depth financial information. Does anyone know if this is possible? Or has anyone else wanted to do the same and found a workaround? Any suggestions would be appreciated. Thank you! 

Best answer by dcomerford

Hi you can do this by the access rights. Just revoke access to the Task Totals on the Project see below. I have done it for the Administrator that will hide these on the project screen

 

3 replies

Forum|alt.badge.img+9
  • Semi-Pro III
  • August 24, 2023

Hi @mnecaise ,

Using only access rights might not be enough to achieve your goal. To accomplish what you're looking for, you'll need to customization.

Regards,

Sweta

 


dcomerford
Captain II
Forum|alt.badge.img+15
  • Captain II
  • Answer
  • August 24, 2023

Hi you can do this by the access rights. Just revoke access to the Task Totals on the Project see below. I have done it for the Administrator that will hide these on the project screen

 


Forum|alt.badge.img
  • Author
  • Varsity I
  • August 24, 2023

@dcomerford Thank you! This is exactly what I was looking for.