Project stages can be very powerful to drive consistency of process when it comes to project setup, providing the ability to route the project setup to the different parts of the organisation who may have oversight either to the operation or financial aspects of the Project.
The downside of the functionality as is currently, is that although you can configure the the possible actions of each project stage, you do not have the ability to restrict who has control of the project stage, either by user group or security role.
Many times this have had to be a custom development.
Can we have to ability to control the access to the project stages either through security (User Group and/or Security roles) or have them controlled by workflow when moving from one stage to the other.
Comments
We had to write an extension to handle blocking access to the "finished" stage (setting or unsetting finished) to just Accounting. We didnt like having to do that. We would like to be able to control the roles who can do the other stages, but we limited our extension to just the one stage for now. Would love to see this as base code.
Category: Project Planning and Tracking
It is possible to control access to project stages through security in the maintain projects privilege (there is an action menu item for each stage), but it would be great to be able to update the stage when a workflow is completed automatically.
Category: Project Planning and Tracking
I agree with Kofi.
Category: Project Planning and Tracking
Administrator on 5/6/2019 2:34:13 PM
Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.
Regards,
Kim Nelson
Program Manager, Project management and accounting
Microsoft