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Planview Customer Success Center

Creating Restricted Field Sets

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Create Restricted Field Sets through Configuration

  1. In the user menu, click Settings.

  2. Click the Configuration tab.

  3. In the Standard Fields section, under All links > Restricted fields, click Edit for the Restricted Fields Set field.

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  4. In the Value field, enter a name for the set and then Add. The Restricted Field Set is created.

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Create Restricted Field Sets using the API

Using the AdaptiveWork API, you can expose the "Restricted Field Set" property for all standard and custom fields for a specific User, and if relevant Business Units. Learn more