Leo,
Did you happen to find a solution to your problem?
I am currently struggling with the same.
Thanks.
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!
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Leo,
Did you happen to find a solution to your problem?
I am currently struggling with the same.
Thanks.
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.
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!