How to create View Access custom Role for "Manage Financial Project Settings" in Projects — Cloud Customer Connect
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How to create View Access custom Role for "Manage Financial Project Settings" in Projects

Hi Team,

Our requirement is to create a custom role "XX Project Inquiry" with access to the Project Financial Management and Costs tabs. Within Project Financial Management → Project → Manage Financial Project Settings, the intent is to provide view-only access.

Although I have already added the relevant privileges to the custom role, the user is still able to perform edit actions. Could you please guide me on this and help resolve the issue at the earliest?

Privilege

Description

Manage Project Cost Activities

Privilege to access Project Costs WA from Main Menu

Manage Project Expenditure Item

Allows searching and managing of project expenditure items.

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