Help with restricting field (resource_rate) on resource plan table

[PaulaaO]

Hi Community,

I have the following requirement from the business on restricting resource_rate field from resource_plan form as following:

-> these roles can view and edit the field and its values across all plans from the system: it_portfolio_manager; resource_manager; po_spo (custom role)

-> these personas can view and edit the field only if they are recorded on the project the resource plan is attached to: Project Manager and Project PMO (custom field); both these personas have it_project_manager permissions

Additionally, the rate override and resource rate fields only get displayed for a certain Role selected on the plan (Project SME).

I am uncertain what is the best solution for this: is there a specific combo of ACLs that need creating; had some suggestions on trying Script Includes (called into ACLs or UI Policies) or a scripted UI Policy.

I created an initial Write ACL to include it_portfolio_manager; resource_manager; po_spo roles, but users with it_project_manager role were also able to view the field and the value which I didn't expect to.

Any steer would be appreciated - would also be good to know how these restrictions would impact reporting, as in if some of the personas would need to create a report and include this detail do I need to enable/configure anything else to make this happen?

Thank you.