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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Hide Qty, Unit Cost in...
Small and medium business | Business Central, N...
Suggested Answer

Hide Qty, Unit Cost in Project Ledger Entries View

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Posted on by JB-22071942-0 48
I want to hide the resource rates from the View in Projects General Ledger Entries and all other views   - so that all you can see is the total cost and the name of the employee - so the qty and unit cost column is hidden.  I know I can do this by editing the role profile so no personlisation is allowed which I have done for the Project Manager view.(and then hide those columns)
 
I want to do this so that no one else can see what the unit cost is for employees working on projects.  I have read that you can hide the columns qty unit cost and Unit cost (LCY) etc from the the table data 167?  I have ttried to do this with a security filter but then I cant see any of the ledger entries?  Is this possible
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Dynamics 365 Business Central
I have the same question (0)
  • Martin Dráb Profile Picture
    Martin Dráb 239,040 Most Valuable Professional on at
    Which D365 product is it about? Business Central?
  • JB-22071942-0 Profile Picture
    JB-22071942-0 48 on at
    I am using Dynamics 365 Business Central 
     
  • Martin Dráb Profile Picture
    Martin Dráb 239,040 Most Valuable Professional on at
    Moved from Integration, Dataverse, and general topics forum to Small and medium business | Business Central, NAV, RMS forum.
  • Suggested answer
    Teagen Boll Profile Picture
    Teagen Boll 1,436 Super User 2026 Season 1 on at
    Security filters in Business Central can be a bit tricky to work with. They just hide records based on a filter in a table. They can be a lot of trial and error.
     
    The best way to manage this without security filters is to create a Profile (Role) (or multiple) for the users you want to restrict. 
    1. Create a new role on the Profile (Roles) page, this can be a copy of an existing role
    2. Under additional settings for that role make sure to toggle on the Disable Personalization boolean
    3. Then Customize Pages for that role and hide all the columns and fields you do not want users to see. Remove as much as you need in each table.
    4. Then in User Settings make sure you assign that role you created to all the applicable users' you want to restrict.
     
    A few references you can look into.
     
    And as a general rule of thumb I personally prefer to get permissions a bit more general but then use profiles and roles to hide columns or fields. It's a lot easier to manage and accomplishes the same result.
     
    Teagen Boll, CPA
    ERP Team Lead at Catapult ERP
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 32,208 Super User 2026 Season 1 on at
    No, not the way you are attempting it. Security filters are used to filter records, not hide fields. If you apply a security filter to table 167 Project Ledger Entry, you restrict rows, which is why no ledger entries were visible.
     
    To prevent users from seeing resource rates, your options are:
    • Hide the fields through profile customization as you have done, or use create a page extensions to remove Quantity, Unit Cost, and related fields, or create a custom page that does not include them.
    • Disable personalization so users cannot re-add the columns.
    • Restrict access using permissions to other pages, reports, and the Page Inspection pane that expose the same data. The last one is important because even if you hide the fields, they'll still be visible using Page Inspection if users have access to it. 
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 99,086 Super User 2026 Season 1 on at
    First, standard BC does not support field-level permission settings, unless it's a Flowfield or TableRelation.
    More details:
     
    You can achieve this through some customization.
     
    Thanks.
    ZHU
     
  • Suggested answer
    Dhiren Nagar Profile Picture
    Dhiren Nagar 2,898 Super User 2026 Season 1 on at
    Hi,
     
    To keep it simple, No!!
    What you are doing will not work. Security filter works to filter records while showing data to user. It does not work for fields.
     
    So your earlier approach of Using Profile(Roles) and disabling personalization is correct approach.
     
    Another approach is customization, where on all the various pages you hide fields based on Visible property of field. You can assign a variable to it.
    This variable can be updated based on any condition of a setup you can give on User setup, like a boolean or option field to select whom to allow and not allow, user wise basically.
     

    ✅ Tick the checkbox below to mark the answer as verified, if it helped resolve your question.

    Regards,
    Dhiren.
     
  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 12,965 Super User 2026 Season 1 on at
    Hello,
     
    You can’t hide Unit Cost or Quantity using security filters because they only work at record level, not field level, so they’ll block the whole Job Ledger Entry instead of just the cost columns. Business Central doesn’t support true field-level security, so if you need to prevent users from seeing employee rates, the proper solution is to restrict access to TableData 167 (Job Ledger Entry) and provide users with a custom page that hides those fields, or use a small extension with AccessByPermission to remove cost fields from the UI based on permissions. Personalization-only hiding is cosmetic and won’t fully secure the data. For sensitive rate information, controlled page access + adjusted permission sets is the correct design.
     
    Regards,
    Oussama Sabbouh

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