Controlling access to financial information through permissions RRS feed

  • Question

  • We are running a large project with multiple vendors.  Using MS project server 2010 (PWA) the controllers have set up an "integrated project plan" with all the tasks from all vendors integrated into that plan.  And, we want the schedulers for each vendor to have read access to the plan.  However, some of the vendors are also competitors, so there is a constraint that no vendor's financial information (i.e. the $'s associated with a deliverable or milestone) can be visible to other vendors.

    To solve this problem, the controllers have set up the IPP with no $'s, and then have individual vendor financial plans for each vendor.

    The problem is multiple versions that to be kept in sync.

    My question: is there a way to limit access to fields, or portions of a plan through permissions?  Any ideas about how to honor this constraint and still keep just one version of the plan. 

    Wednesday, May 10, 2017 8:00 PM

All replies

  • Hello Matt

    No out-of-box way to limit access to fields.   

    It may be possible using java-script to control the output as the page is display.

    Another option is to put the projects in their own security categories and manage the views.   The key is to get those projects out of My Organization and put them in their own categories.   Once this is done, you can control the views and the columns exposed.

    Michael Wharton, MVP, MBA, PMP, MCT, MCTS, MCSD, MCSE+I, MCDBA
    Blog contains my field notes and SQL queries

    Thursday, May 11, 2017 2:37 AM