How to Hide Project Details in Time Sheet Portal?

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Marium_07
Tera Contributor

‎06-09-2024 08:17 PM

 

Hi everyone,

I need some assistance with configuring the Time Sheet portal in ServiceNow.

Our requirement is to hide project details from the Time Sheet portal. Specifically, we want to achieve the following:

1. Time Card Users: They should only be able to see the project codes on the Time Sheet portal.
2. Resource Managers: They should only be able to see the resource plans associated with the projects.

 

We have considered using the Additional Assign list on the Project form, but we're looking for an alternative approach that might better suit our needs.

 

Has anyone implemented a similar configuration or have any suggestions on how to achieve this? Any advice or examples would be greatly appreciated!

 

Thank you in advance!

 

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SasankaV
Mega Guru

‎06-16-2024 11:33 PM

Hey @Marium_07 , I encountered a similar use case in my experience at Work4flow. Give the below steps a try:

  • Navigate to the Time Sheet portal settings in ServiceNow.Use Access Control Rules (ACLs) to restrict the visibility of project details.
  • Create a new ACL for the project details field.
  • Set the condition to hide project details for users in the "Time Card Users" role.
  • Ensure the Time Sheet portal only displays project codes for these users.
  • Modify the portal's UI page or widget to show only the project code field.
  • Navigate to the Time Sheet portal settings in ServiceNow.
  • Use ACLs to restrict the visibility of project details.
  • Create a new ACL for the project details field.
  • Set the condition to show resource plans only for users in the "Resource Managers" role.
  • Modify the portal's UI page or widget to display resource plans.
  • Ensure it excludes other project details fields.

Let me know if it doesn't work. I'd be happy to assist.

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SasankaV
Mega Guru

‎06-16-2024 11:33 PM

Hey @Marium_07 , I encountered a similar use case in my experience at Work4flow. Give the below steps a try:

  • Navigate to the Time Sheet portal settings in ServiceNow.Use Access Control Rules (ACLs) to restrict the visibility of project details.
  • Create a new ACL for the project details field.
  • Set the condition to hide project details for users in the "Time Card Users" role.
  • Ensure the Time Sheet portal only displays project codes for these users.
  • Modify the portal's UI page or widget to show only the project code field.
  • Navigate to the Time Sheet portal settings in ServiceNow.
  • Use ACLs to restrict the visibility of project details.
  • Create a new ACL for the project details field.
  • Set the condition to show resource plans only for users in the "Resource Managers" role.
  • Modify the portal's UI page or widget to display resource plans.
  • Ensure it excludes other project details fields.

Let me know if it doesn't work. I'd be happy to assist.

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