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Project Revenue and Invoice using different Role

edited Jun 4, 2021 7:15AM in Project Management 4 comments

Summary

Project Revenue and Invoice using different Role

Content

Hi,

The client want to segregate the Duties of revenue and Invoice. it is done by two different person.

In the event creation screen , the event type is displayed both revenue and invoice events. is there a way to restrict the event type only to revenue for those doing revenue and for those working on invoice should see only invoice event type. 

the revenue and invoice event creation also should be restricted based on role. how to do the same

Thanks

Govind

Version

21A
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