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Locking projects/tasks

We have certain projects that have a strict WBS including tasks, efforts, and durations. Is there a way to prevent projects and/or tasks from being changed? Including but not limited to adding or deleting specific tasks from a project?

Thanks!

Leo Lovely Answered

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Leo,

You are looking for a very restricted environment. This is possible but you should really speak to your Customer Success Manager, Chris Hunt. He can provide you further information but here are a few things that you can consider...

1 - System Setting Permission level - If the Permission level is set to Enhanced, users will only have access to the work items that they have a Role on and nothing else.
2 - External Users, similar to Enhanced Permission, this is a user that can only have basic access to work items they are resources on.
3 - Profiles can specify what users can see or not see within the system. For example, you can remove the Add function from the work plan toolbar so that a user cannot Add a work item from the workplan of that work item type (i.e. Task). Or you can specify which modules can be seen in the Navigation bar for the Profile.
4 - Custom CSS - this can be used to not only change how the UI looks but what can be seen. For example, you can hide the New --> Add Project in the Navigation Bar.
5 - Last, you can set up Validation Rules that will not allow certain fields to be modified based on specified criteria.

Boris Krutiy 0 votes
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Leo, 

Did you happen to find a solution to your problem? 

I am currently struggling with the same. 

 

Thanks.

Ivan Nalbantov 1 vote
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Ivan, You can control this through validation rules. For example we have a validation rule that requires you to have admin privileges to delete a milestone that has a fixed price > $0. I suggest that you join the Clarizen office hours for some guidance. Good luck! 

Leo Lovely 0 votes
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