How to set permissions for Project Summary view

Owned by Timothy Hitchcock
Oct 11, 2021
2 min read

We installed the latest version and noticed that in the Project General Tab the overview is gone.  This is the area that showed the value of the project, labor dollars to date, materials, install and PCO’s values. Has this been removed?  Was an awesome quick snap shot of the project. 

See the excerpt below from the Release Notes for this update. A new permission was added so that you can control which employees are allowed to view that Summary. It's off by default so you'll need to turn it on for employees that you want to see the summary. Also, if a user has the permission 'Project - Contract Tab' unchecked, then this new setting will be ignored and the summary will not load.

If you want to turn this permission on for all employees who currently have access to the Contract Tab, you can follow the steps below to run a query that will do this.

  • Project Summary Permission - Added a new employee permission which is off by default to control which users are allowed to view the Contract summary on the General tab of the Project form. The permission is on the ‘Access Forms’ sub tab and is titled ‘Project - Summary’

 


To turn on the 'Project - Summary' permission for all users who currently have the 'Project - Contract Tab' permission...

  1. Open Data-->Queries

  2. Select the Immediate tab on the upper right

  3. Paste the text below onto the Immediate tab

UPDATE dbo.Employee SET CanAccessForm_ProjectSummary = CanAccessForm_ProjectContract;

4. Click the Execute button