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gurltech
Level 2
December 23, 2024
Solved

Restrict user to create project in portfolio

  • December 23, 2024
  • 1 reply
  • 810 views

I know you can create custom access levels and adjust permission to projects and portfolios.  Is there a way to limit a user to only create projects within a portfolio that they have access to?  Thanks.

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    Best answer by KellieGardner

    Unfortunately, Portfolio isn't a required field to create a project so you can't really restrict it anyway and users will have access to create projects from the main project screen.

     

    There are a few workaround ideas that could get your there.

    1. If you restrict your users to only create projects from a template and those templates have custom forms tied to them, you could create a mandatory field that would prompt them to properly align their project to a portfolio (in theory making the portfolio required. Add Workfront native fields to custom forms
    2. You could take away the main project screen from their layout template and make their default page the Portfolio page. This way they aren't seeing the new project option from the project screen and it will force them to click in to the porfolio and only see the new project option in the portfolio they have shared with them. However, if your users are using the new home area and the My Project Widget, they will see the option for New Project from that area and this option won't really work.

    1 reply

    KellieGardner
    Community Advisor
    KellieGardnerCommunity AdvisorAccepted solution
    Community Advisor
    December 30, 2024

    Unfortunately, Portfolio isn't a required field to create a project so you can't really restrict it anyway and users will have access to create projects from the main project screen.

     

    There are a few workaround ideas that could get your there.

    1. If you restrict your users to only create projects from a template and those templates have custom forms tied to them, you could create a mandatory field that would prompt them to properly align their project to a portfolio (in theory making the portfolio required. Add Workfront native fields to custom forms
    2. You could take away the main project screen from their layout template and make their default page the Portfolio page. This way they aren't seeing the new project option from the project screen and it will force them to click in to the porfolio and only see the new project option in the portfolio they have shared with them. However, if your users are using the new home area and the My Project Widget, they will see the option for New Project from that area and this option won't really work.
    H
    hbeckner
    New Member
    February 20, 2025

    How do you restrict users from only creating projects from a template? I don't see this option on access levels. 

    Heather_Kulbacki
    Community Advisor
    Heather_KulbackiCommunity Advisor
    Community Advisor
    February 21, 2025

    @hbeckner this isn't found on access levels, it's within Project Preferences.

    Setup > Project Preferences > Projects

    "Allow users to create projects without using a template" is one of the first checkboxes there, and can be unlocked to allow different groups to have that checked or unchecked.

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