Restriction groups and project account groups

@Gabriel Michaud did you end up submitting a ticket in the portal? I am curious to know the outcome! Thanks!

@iqraharrison48 I just submitted a ticket -- case #301914

@Gabriel Michaud  Thanks for the question and entering a case. 

Can you explain what position  you are trying to restrict access to account groups? 

Are you just restricting some account groups but not all? 

Are these account groups on the budgets?

Are you just not wanting to see them on the Balances tab?

Thanks for detail on this business need.

I am having the same issue.

Most of my clients want to restrict visibility to the Labor cost details because they do not want users knowing others’ labor rates. They have accepted or some even still wanted the total Balance of the Account Group to still show on the Budget and Balances tab of the Project screen and any report but if this functionality changes, clients could get confused and/or upset.

The issue is that the client wants the users to be able to review the details of Revenue and other expense transactions but they don’t want them to view labor details.

Interested in the outcome of the case submitted and any other suggestions on how to accommodate user restriction of Account Group totals and details.

Hi @Gabriel Michaud , @cshaheen26 

You will want to review the Project Transaction Visibility by Account Group too, that is designed to show a “balance” or “summary”, but not allow drill-down/visibility of the detailed transaction.

@joelhoffman Yes, that has been done. The concern is that we don’t know if the “Summary” view was a fluke or was intended. If intended, I can work accordingly. 

The other item is that sometimes, in addition to restricting transaction visibility, the client wants to restrict Summary balances as well.