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Planview Customer Success Center

Activity Restrictions tab

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This form has links to sub-forms so that you can set restrictions for the activity. You can therefore determine the:

  • resources who can undertake the activity
  • projects where it can be used
  • timesheet custom fields that apply.

In each case, existing selections are listed.

 

If the ‘This Activity is available to all …’ entry is checked, the activity can be used for all projects and by all resources, and individual ones are not listed. If you uncheck the box and nothing is listed, the activity will only have access to those entries where it is specifically assigned.

NOTE:
The ability to change the ‘available to all’ setting may be prevented through your login profile. If so, individual selections will apply.

 

Click the Copy From button to copy settings from a selected activity or Add to select appropriate records. These are then listed.

Click the Remove button, after checking one or more listed entries, to delete them and prevent access to the activity.

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