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Kevin_Jacobson1
Level 2
Feb 14, 2023 2:55 PM UTC
New

Plan License users search old projects

A user with a Plan license should be able to have past projects show up in search results. Currently a user with a Plan license only receives projects that have been shared with them in their search results. When setting up a new project, a user with a Plan license needs to have access to all past projects to be able to reference those for new project setup and etc. All past projects should be available to a user with a Plan license and should show in search results for a user with a Plan license. Even if the user with a Plan license is not able to access the old projects, they should still show up in the search results so the user can then request access. 

2 replies

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
Feb 14, 2023 9:36 PM UTC

Doing something like this could easily violate conflict of interest, and/or confidentiality rules set forth by the company. You could just share all your projects with everyone to get around it.

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Heather_Kulbacki
Community Advisor
Heather_KulbackiCommunity Advisor
Community Advisor
Feb 15, 2023 4:21 PM UTC

At my previous company we shared all projects as Randy mentioned. We used the Project Sharing on the Project Templates - all planners who had access to use a template had access to all projects created from that template. Those planners were given Manage access to those projects which also helped with coverage when someone was out.

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