Hello,
we're having problems with PSA due to the fact that we have not only the root business unit, but also 2 sub BUs. It seems that actuals are always created in the root business unit (owner is 'SYSTEM')
So project managers from one of the sub BUs would need global read privileges on the actuals entity to see the actuals related to their projects. But that would make it possible for them to see every single actual in the entire org, which is something that is legally not allowed.
Now my idea was to have a workflow trigger on actual creation, and then assign that actual to a user/team from that business unit based on the contracting unit. The workflow is easy to create and works, however I do not know whether PSA cares about who the owner of an actual is. I'm concerned that some Microsoft plugin or something might fail if I take away actual ownership from 'SYSTEM'.
Also, is performance an issue if you have a workflow triggering on actual creation (since there's so many actuals being created)?
Thank you very much.
Kind regards,
Thomas
