Limiting the view of project based/contractor PMs
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‎08-05-2025 04:38 AM
We occasionally bring on project-based PMs and want them to manage their work within the SPM module. However, we need to restrict their access so they can't view other ongoing projects or financial data, which could give their organization an unfair competitive edge.
Additionally, our instance was heavily customized by a former PMO lead, and those customizations continue to cause issues during upgrades. Because of this, we're hesitant to introduce any new customizations.
Has anyone found a solution to this type of issue?
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‎08-05-2025 05:49 AM
Hello, Maureen. One thing that you might want to consider is the Project Advanced Security Plugin available starting in Yokahama. It would require the Project Manager to specify who can see a particular project on a per project basis. It could be part of standard operating procedure to ensure that security is appropriately set on each project.