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

WBS activity in Project Accounting

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Posted on by 894

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

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    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

  • David Tailor Profile Picture
    894 on at

    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

    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

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