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

  • April 4, 2022
  • 2 replies
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laurabarber45
Captain II
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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

Best answer by Kandy Beatty

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. 

2 replies

Kandy Beatty
Captain II
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  • Captain II
  • 2229 replies
  • Answer
  • April 4, 2022

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. 


laurabarber45
Captain II
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  • Author
  • Captain II
  • 3140 replies
  • April 4, 2022

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