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Finance | Project Operations, Human Resources, ...
Suggested answer

WBS activity in Project Accounting

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Posted on by 773

Hello,

how can we create activity in WBS in Project Accounting module and give access to specific user to it?

for ax: i have activity A and activity B, i want a user X to see only A and user Y to see all activities.

how can we achieve this? is it through simple setup or through permissions?

Regards,

DT

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: WBS activity in Project Accounting

    Hi David,

    For project categories we have the standard validation options available for projects that allow you specifying the allowed combinations of users/categories/projects.

    Have you tried setting up these features already?

    For details, see e.g.

    docs.microsoft.com/.../about-validation-in-projects

    Best regards,

    Ludwig

  • David Tailor Profile Picture
    773 on at
    RE: WBS activity in Project Accounting

    Thank you Ludwig for your reply.

    How can i make it on project category level.

    can you help with the steps?

    Regards,

    David

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: WBS activity in Project Accounting

    Hello DT,

    The standard project validation functionality only goes down to the project - category validation but not to the activity level.

    If you need that kind of visibility / restriction at the WBS level then you need to modify the standard application e.g. by making use of extended data policies or other self-created system modifications.

    Best regards,

    Ludwig

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