By Advait Sakhalkar on June 14, 2022
Intermediate

Project User Requirements

  1. User is able create tasks in project assigned to him/her
  2. User is able update tasks created and assigned to him by project manager
  3. User cannot see sensitive financial details of the project;  like costing & billing, margin, customer details.


Following are details to set above functionalities.


User is able create tasks in project assigned to him/her

Placeholder


User is able update tasks created and assigned to him by project manager

Placeholder


User cannot see sensitive financial details of the project

Permissions were edited as follows:-

Set Prem level permission in customize project doctype field wise



Then Set Role Permission Manager as per prem level



More articles on ERPNext Configuration



More articles on ERPNext Configuration
Comments

No comments yet.

Add a comment
Ctrl+Enter to add comment