Hi,
In the project record, I configured the Project Group with the intention of limiting visibility so that not all users with project access can see the project records. Specifically, each project manager has their own group, and only members of that group—such as the project administrator and coordinator—are allowed to view their respective projects.
Additionally, I enabled the Restrict to Employees option for the foreman role. and set up their name under the Employees tab. Please note that foremen do not have access to the project record itself. The purpose of this setting is to ensure that foremen can only select projects in the Daily Field Report (DFR) that are assigned to them.
Based on my understanding:
- Project Access controls visibility and access to the project record.
- Restrict to Employees controls access related to time activities (e.g., DFR and timecard entry).
However, based on my testing, when Project Access settings are enabled, the Restrict to Employees functionality does not appear to work as expected.
Could you please confirm if this is a system limitation or a configuration issue that needs to be addressed, given that these are two separate settings?
Thank you and appreciate your help.