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Exact Synergy Enterprise   
 

Customizing Access to Information in View Mode of Project Cards

You will see this screen by clicking Advanced at the screen for customizing the information and layout of the information to be displayed in the view mode of project cards. For more information, see Customizing Information and Layout in View Mode of Project Cards. At this screen, you can customize the access to the information in the view mode of project cards.

Roles & rights

To customize the access to information in the view mode of project cards, function right 322 – Maintain project settings is required. Users with the Project administrator and Production manager roles have this function right. The customization is applicable only to Corporate level roles.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Save

Click this to save the customization.

Reset

Click this to reset the customization to the default customization.

Close

Click this to exit.

Description

 

Mode

This displays Project - Read which indicates that you have accessed the customization screen from the view mode of a project card. This information cannot be edited.

Type

This displays the type of the corresponding project. There are a few possible types: Internal, Fixed, Time & Material, and Training. For more information, see Creating and Modifying Projects.

General, Contract, Picture, Remarks, Financial, Management sections

The following is a sample screen:

Function rights

Type or select a function right to enable people assigned with the function right only to view the corresponding information.

Related document

     
 Main Category: Support Product Know How  Document Type: Support - On-line help
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 19.873.785
 Assortment:  Date: 13-12-2010
 Release:  Attachment:
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