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What setting adds Branch to the Project screen, Billing & Allocation Settins area of Summary tab?

  • 4 April 2022
  • 2 replies
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Laura02
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Badge +18

Greetings,

One of our customer’s tenants has Branch field available in Projects and Project Templates screens. The second tenant does not.  Enable/Disable screens match in the Projects area and most other areas. Project Preferences isn’t an  exact match but also has no setting that I could identify as project+branch-related. 

We’d like Branch to appear on projects in all tenants.  What am I missing?  Thank you!

Laura

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Best answer by Kandy Beatty 4 April 2022, 16:11

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Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~

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Kandy Beatty
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Userlevel 7
Badge +16

HI @laura01 

Do you have user security for those branches? Does the user have the Role associated with those branches? That usually is the issue. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Laura02
Rank
Badge +18

The tenant that DOES show branch on project screen has no branch roles set up. The tenant that does NOT show branch on project screen had no branch roles set up.

I set up Branch roles and YES, it worked.  Thank you!!

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~

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