We manage projects across many different clients and are trying to figure out the most efficient way to keep project association clean internally as well as give our external primary contacts view access to those projects associated with their 'company' in Workfront.
Is there a way to associate a 'company' with a 'program' or a different way to set up a default view permissions to projects associated with a specific 'company'? Or would there be a different way to setup their dashboard reports using a different wildcard that could look at the 'program'?
Any suggestions are appreciated, I have been going around and around and might be missing something higher because I'm so deep in the weeds!
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Thanks for the response! Even with groups, I think I'll still run into the same issues I'm trying to figure out now. The main thing we're trying to figure out is to avoid as much manual setup as possible. I'd love to figure out a way to automatically have the projects associated with a company (or group) shared with all of those users and then also be able to pull reports for their dashboards based on a user wildcard, rather than having to set up a dashboard for every client.
I know you can setup project sharing form the template level, but that's too broad because the templates are shared across multiple clients so I'd have to share with all. I like the portfolio/program sharing because any projects added will inherit the sharing permissions, but I couldn't figure out a way to pull the reports based on a user wildcard looking at the program. It feels redundant because we'd essentially have programs aligning with our companies/groups but we may just have to do that to get all the visibility needed...
Thank you Narayan! I was making it too complicated and trying to filter their report on top of permissions, but setting up their permissions accurately at the start will take care of it. Thank you for the recommendations, they were just what I needed and I'm looking into the package manifest you linked! Thank you!!