Hide button New Project in Portfolio Planning Workspace

[sieusaopolo15]

How can I hide this New Project button in Portfolio Planning Workspace ? I tried using ACL on table sn_align_core_project but it didn't work on the button

[Community Alums]

Hi @sieusaopolo15 ,

To hide the "New Project" button in the Portfolio Planning Workspace, you'll likely need to use a UI policy, client script, or customization of the UI action depending on how the button is rendered. I'm providing the detailed steps for the UI Policy method:

Method: Using a UI Policy

Navigate to UI Policies: Go to System UI > UI Policies.

Create a New UI Policy:

Table: Select the appropriate table (e.g., sn_align_core_project or the table related to your workspace).

Condition: Define the condition under which the button should be hidden.

Click "Submit".

Create UI Policy Actions:

Go to the UI Policy you just created.

Click on the "New" button in the UI Policy Actions related list.

Field Name: Select the field or button you want to hide (you might need to inspect the page to get the correct field name).

Visible: Uncheck the "Visible" checkbox.

Click "Submit".

Thanks,

Hope this helps.

If my response proves helpful please mark it helpful and accept it as solution to close this thread.

[sieusaopolo15]

Hi @Community Alums ,

Thanks for replying, I checked the table 'sn_align_core_project' UI Actions there is no action called New Project in the table but the workspace is currently showing the button.

In UI Policies, I can not find any option for UI Actions only Field Names is available.

[Community Alums]

Hi @sieusaopolo15 ,

It could be with different name as well, inspect the page to get the correct backend name and then search.

[sieusaopolo15]

I just checked again there is no different names only Field Names existed in the UI Policy. I also get all fields out of the form and there is no options to select UI Action in UI Policy like you said