restrict anyone from reopening a project

web48f
Tera Contributor

The default Business Rule "Process State Change" closes a pm_project when all the

pm_project_task are closed and opens the project if one of the pm_project_task are opened. Users are using this behavior to get around metrics of missed project deadlines. It was purposed that only certain roles would be allowed to open a closed project.

 

If I use an ACL to make pm_project_task read only after the state is closed, they could still just open a new pm_project_task on the project to open it again.

 

Has anyone faced this problem or willing to share an idea for a solution?

3 REPLIES 3

Sandeep Rajput
Tera Patron
Tera Patron

@web48f Make an ACL with create operation on pm_project_task table add the role which you would like to allow to create new pm_project_task.

 

Add a condition to check the state in the condition builder.

 

Hope this helps.

vishakhayadav24
Tera Guru

Hi @web48f 

 

 You can   apply condition on new/Edit button on project  for project task related list (List control)if project is  closed and user is not having specific role then it should not be visible to them.

 

This can be achieved by changing the List control script for omit new/edit button on project record in project task related list if the  project's state is closed  and user is not having specific role(as you mentioned allowing only some specific role user) then it should not be visible in this way it will not break exisiting functionality .

 

and also  i think you don't have to write  additional ACL for pm_project_task because  once this list control code is enabled, user(not specific roles) will not be able to see new or edit if project is closed and from pm_project_task there is no new button available  as per OOB  functionality creating project task doesn't make any sense if project(top task) is not associated to it,

 

I hope this helps you and also do let me know if you need more help on this,

 

Thank you!!

Vishakha Yadav

 

vishakhayadav24
Tera Guru

HI @web48f  

yes for " If I use an ACL to make pm_project_task read only after the state is closed, they could still just open a new pm_project_task on the project to open it again."- you can add  one write ACL if state is closed  then don't allow user to update the state  and for new creation of project  task  you can  use List control.

 

for achieving the requirement you mention you need one write acl on pm_project_task for state specifically and LISt crontol new/edit button on project record  for project task related list configuration.

 

Thank you!!
Vishakha yadav