Expand my Community achievements bar.

The next phase for Workfront Community ideas is coming soon. Learn all about it in our blog!

Is it possible to give some users access to Planned Cost and Revenue based on Role and other users Planned Cost and Revenue based on User?

Avatar

Level 6

One of our BUs needs to enable their Project Leads to see Planned Costs and Planned Revenue per assignee so they can set up a P&L before running the project.

However, they do not want to create an opportunity for the Leads to back into any user's salary. For this reason, we're leaning towards using the Role's hourly rate at the task level.

The challenge is that the Finance and Management teams need to see each project's Planned Cost and Revenue based on the User's rates. Is there a way to meet both needs and prohibit access to some financial data when needed?

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

0 Replies