Enable entities for Data Separation

Enable Data Separation on select entities as needed.

Avant de commencer

Role required: sn_ds.ds_admin

Pourquoi et quand exécuter cette tâche

You can enable Data Separation on the following entities and related entities.

• Entities:
  • Demand [dmn_demand]
  • Project [pm_project]
  • Resource Plan [resource_plan]
  • Cost Plan [cost_plan]
• Related entities:
  • Cost Plan Breakdown [cost_plan_breakdown]
  • Project Task [pm_project_task]

Procédure

1. Navigate to All > Data Separation > Supported Entities.
   The list opens the entities supported for Data Separation.
2. Open each Supported Entity record that you want to enable Data Separation for.
3. On the form, fill in the fields.

   Tableau 1. Supported Entity form

   Field	Description
   Entity	Name of the entity table.
   Enable data separation	Option to enable Data Separation for the entity.

4. Select Update to save the configuration.
5. Navigate to All > Data Separation > Supported Entities.
6. From the Supported Entities list view, select Sync data separation to synchronize the entity configuration for Data Separation.
   Remarque :

   The related Cost Plan Breakdown and Project Task entities can be enabled only if the Cost Plan and Project parent entities are enabled respectively.

Que faire ensuite

Map a user group for Data Separation. For more information, see Map a user group for Data Separation.