Make the Project Portfolio Field with no access unless user is the owner | Community
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BillPe
Level 3
July 12, 2024
Question

Make the Project Portfolio Field with no access unless user is the owner

  • July 12, 2024
  • 1 reply
  • 459 views

Is there a way to have all templates to define the project portfolio and when the templates are used to create a project, the project portfolio field would not be editable unless the user was the owner of the template.

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1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
July 12, 2024

Hi there,

Yes, you can define the portfolio in the template itself so that anytime it's used in a project, the portfolio is always filled in. In terms of who can then change that, that's based on the permissions on the template and the projects it's used in and the access levels of your users. For example if you have Contribute access on a project and the access level they have, like a Worker, they can log time, mark tasks complete, make updates, etc. but cannot edit the portfolio field of a project. So it just depends on your access levels and how the template sharing vs project sharing of your templates are set.

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