How to remove the status choices for the project managers in the project workspaces.

PatnamNagendra
Kilo Contributor

I need to restrict the state choices for Project managers in Project workspaces.

 

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Can anyone help me to provide the solution. i am new to Project Workspace.

1 REPLY 1

DavidB-ADT
Tera Guru

When you say 'limit state choices for Project Managers', do you want the other choices still available to other users (e.g. SPM admins or Portfolio Managers), or is this a blanket 'disable unused options in the list for all users' requirement?

 

Limiting options just for Project Managers requires you to create ACLs, so until you say that's what you're after I'll provide the easier option to disable options for all users...

 

Disabling drop-down options for all users

(Requires and admin role, so you may need someone with additional permissions for this)

1. Navigate to All > System Definition > Tables

2. Find and open the Project (pm_project) table

3. Under the Related Links section (beneath columns definitions), select 'Form Builder'

4. In form builder select the 'Default view' to edit (drop-down at the top).

5. Find and click on the 'Status' field to bring up it's properties pane (on the right):

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6. Click 'edit' above the Choices list, and in the modal, disable the options you don't need (toggle 'Active' off):

DavidBADT_2-1744229595511.png