How does it work?

In a Restricted Field Set, you group the standard and custom fields for a category of data that should not be available to all users, such as Salaries, or Billing and Cost rates. Access to the fields included in a Restricted Field Set is limited to the users that are associated to the Restricted Field Set.

Fields that are not included in a Restricted Field Set by default can be accessed by all users. Access to such field data is based on the User's profile and enhanced level permissions.

Limitations

• Restricted Field Sets work only when Enhanced level permissions are enabled.
• There is some data that cannot be configured with Restrictive Field sets, such as: Versions, Financial time-phased data, Labor resources link, and Non-labor resource link. Instead, inheritance rules apply to this data.
• A maximum of 20 Restricted Field Sets can be created for an organization.
• Once created, Restricted Field Sets can be edited, but they cannot be deleted.

Configuring Restrictive Field Sets

Configuring a Restricted Field Set consists of the following steps:

1. Create a Restricted Field Set for each group of fields.
2. Associate each of the standard fields and custom fields in the group of fields to the Restricted Field Set.
3. Assign the Restricted Field Set to the Users who require access to the fields in the set.