My PM's cannot see projects in the Post to WIP filter section when they click on the Projects binoculars icon but I can as an administrator. Is there a security right associated with this that I'm missing?
I am able to replicate this in my machine here. Can you please ask your PM to click on APPLY without selecting any parameters and see if it shows up transactions there as ALL. Also, ask them to click Resource and see if they can find the resources there.
If they click APPLY then ALL transactions show up. When they click on Resource, they can find the resources there.
Are the PMs' profiles financially enabled ?
Yes, the PM is financially enabled.
Can you check the below ?
Clarity - What is Entity-Based Security for Financial Processing?
And do they have "Financial Process - Work in Process" access right ?
The PM's do have the "Financial Process - Work in Process" access right.
I also looked at the link and it looks like we are setup correct. We have None for the Entity-based Security.
Can you compare your rights against what they have for the mentioned projects ?
I was hoping to avoid that as I have every single right. But I started to do it and wasn't getting far so instead I created a test security group and added every "project" and "financial" global right. That didn't work. Then I went and added every "view" global right and that did it. Now I just have to figure out which one of the 99 global "view" rights it is.
I tried and could limit my search to the below mentioned -
Financial Maintenance - Financial Management
Allows access to Financial Management module in Application Administration.
Financial Process - Approve WIP Adjustments
Allows user to approve any WIP adjustment.
Financial Process - Transaction Entry
Allows user to enter transactions (vouchers).
Financial Process - Work in Process
Allows access to the WIP screens and allows user to process WIP for all transactions in the WIP table.
Product - View Financial Information All (check by providing this if the above already exist)
Allows resources to view financial properties of all products.
Adding the "Product - View Financial Information All" security right fixed it. But, that doesn't make sense to me. Why wouldn't the project right for this do it?
Anyway, tomorrow I need to test if a PM can see Post to WIP for our projects in our private OBS. I tried too add just the OBS "Product-View Financial" the PM couldn't see the projects again.
Thanks for all your help NJ!
Has the Department OBS Unit changed ?
Check out this article.
Document ID: TEC580897
Thanks for the article Kathryn. The Financial Location did not change to the projects.
I came across this thread as I was not seeing a project in Project list.
the issue at my end was last_updated_by was set -99 in pac_mnt_projects
thanks for the additional information.
I will check and see if I should make updates to the KB.