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Allow Custom Fields to be Marked as "Finance" Fields

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Level 4

9/20/21

We have multiple custom fields that calculate and display fee and rate information at the project and task levels. The users who are creating projects should not have access to view these fields. Currently the custom field access restrictions only allow us to hide these based on project sharing, i.e. users who have Manage access can view the fields, so whoever creates the project automatically can see the data. We would like to be able to mark these as "Finance" fields so that they obey the "View Finance" restriction on the Access Level. Project creators would have "View Finance" unchecked in their Access Level and therefore would not see the fields.