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Question

Why the visibility restriction is not applied to the Template lookup field in the Projects screen?

  • April 15, 2026
  • 3 replies
  • 35 views
N
Freshman I

Hi, I'm experiencing an issue with Project Template security:

  • I have assigned a Project Group to a Restriction Group to limit access.

  • In the Project Templates (PM208000) screen, it works correctly (users outside the group cannot see the template).

  • However, in the Projects (PM301000) screen, when clicking the Template selector, all templates are visible and selectable, regardless of the Restriction Group settings.

Why the visibility restriction is not applied to the Template lookup field in the Projects screen?

3 replies

nhatnghetinh
Captain II
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  • nhatnghetinh
  • Captain II
  • April 15, 2026

Hi ​@nomii 

On the Project screen, even though you have selected the Template (with Restriction Group to limit access) => in the "Project Group" section, you need to select it if this field is left blank.

 

 

 

 

Best Regards,

NNT

I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
    N
    Freshman I
    • nomii
    • Author
    • Freshman I
    • April 15, 2026

    Hi ​@nomii 

    On the Project screen, even though you have selected the Template (with Restriction Group to limit access) => in the "Project Group" section, you need to select it if this field is left blank.

     

     

     

     

    Best Regards,

    NNT

    Thanks for your solution. But there might be a slight misunderstanding here. What I actually need is to limit the templates users can view and use. On the Projects screen, they should only be able to access templates that are permitted by their specific restriction group.

      nhatnghetinh
      Captain II
      Forum|alt.badge.img+13
      • nhatnghetinh
      • Captain II
      • April 16, 2026

      Hi ​@nomii 

      I retested and found the problem you mentioned. Although the template selected a Project Group with restricted Users, these Users can still select the restricted templates within the Project.

       

      Best Regards,

      NNT

      I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
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