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Security Roles

Showing 33 of 1982

Add PCO Items drilldown button to security roles so it can be hidden

On CORs and PCCOs we hide ALL of the PCO details and amounts since we do not want the owner to see the budget costs. We have a custom field for Revenue and print that on the report so showing them the cost shows our profits. We don't allow the Own...
Mercedes Green 16 days ago in PS Web App & Platform / Security Roles 0

Security Role that has access to all projects ?

Would it be possible to edit/create a secutity role which automatically has access to all existing and newly created projects? Portfolio Administrator already has this feature but we are looking for the same project access but with a less powerful...
Todd Miknus about 2 months ago in PS Web App & Platform / Security Roles 0

Record Locking Functions - Security Settings

In ProjectSight, when a module has record locking on (like when closed) you can also change the security group to in settings for that security group to be able to unlock locked records. However, this allows them to unlock records in all modules, ...
Jessica Ream 2 months ago in PS Web App & Platform / Security Roles 0

Portfolio Admin switch Security Role type button

It would be useful if a portfolio admin could easily switch security roles to test and troubleshoot by selecting the intended security role instead of having to create different accounts
Brendan Myers 4 months ago in PS Web App & Platform / Security Roles 0

Please separate Create Users and Create Companies from requiring project and portfolio access

We do not want to give Project Settings and Portfolio Settings to our users but in order to add new users to a project, we have to give the Project Settings. If we want users to be able to import new users, we have to give them Portfolio Settings....
Mercedes Green 4 months ago in PS Web App & Platform / Security Roles 0

Need for more hierarchie levels in the security roles

The current security roles have two types of security groups: the Portfolio admin group and the Standard security group. In our enterprise, all Portfolios are managed by the enterprise admin. This person has the security role: Portfolio admin grou...
Patrick Schemkes 5 months ago in PS Web App & Platform / Security Roles 0

Security Roles - Deleting when Field Settings are Read Only

In ProjectSight, in Security Roles when you turn on a record setting for a security group to create new records and then navigate to the Field Settings to limit what they can either view, edit or hide. If you change a field to read only that is in...
Jessica Ream 5 months ago in PS Web App & Platform / Security Roles 0

Hiding Potential Change Headings from specific Security Roles

Currently, there is no way to hide the header fields in PCOs making it so you cannot hide an estimated/proposed cost value in a PCO from a security role.
Henrick Malpica 7 months ago in PS Web App & Platform / Security Roles 0

Meeting Minutes - Send Invitation icon

Please allow the ability to remove the Send invitation icon in the fields of a security role. Therefore if needed you could turn off a user's ability to send an invitation.
Henrick Malpica 8 months ago in PS Web App & Platform / Security Roles 0

Ability to Expand/Collapse all Record Types in the Security Role Records Tab

and Cost Management, Document Control, Drawings and Specifications and Field Management) in the Security Role Records Tab. It would be great to expand/collapse the entire tree with a single click or expand/collapse the entire group by selecting th...
Guest over 1 year ago in PS Web App & Platform / Security Roles 0

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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