Hide 'Financial Plan', 'Hierarchy' or 'Processes' tabs in Projects
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Hide 'Financial Plan', 'Hierarchy' or 'Processes' tabs in Projects

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Article ID: 54953

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

Looking to hide specific tabs on the Project Object in Classic, such as 'Financial Plan', 'Hierarchy', or 'Processes'. How to hide unused tabs, keeping in mind some of the permissions are needed in MUX and only Classic needs adjusting

Environment

Any Supported Clarity Releases

Resolution

Option 1 - Adjust Security Rights in Clarity

Note: Some permissions will also be used in MUX so we suggest testing this to ensure permissions are set as required

The 'Hierarchy' tab and the 'Financial Plan' tab appear if the resource has the proper security rights.

If you create a user with no security rights and add the resource to a project as a participant, you will see that the user does not see the 'Hierarchy' and 'Financial Plan' tabs on the Project Object.

'Hierarchy' Tab

This tab will appear if the user has any of the following security rights (for Projects - there are other security rights available for the Hierarchy functionality on other objects such as Applications, Product, etc. Therefore, if the user does not have these global security rights, the user will not see the 'Hierarchy' tab.

Project - Edit Hierarchy All: Allows user to edit all hierarchy info for this object type.
Project - Hierarchy - Financial Rollup - Add - All: Allows users to add investments to Financial Rollup Hierarchy for any investment.
Project - Hierarchy - Financial Rollup - Edit - All: Allows users to edit the Financial Rollup Hierarchy for any investment.
Project - Hierarchy - Financial Rollup - View - All: Allows user to view Financial Rollup for any investment of this type.
Project - Hierarchy - Parents - Add - All: Allows users to add investments to Parents Hierarchy for any investment.
Project - Hierarchy - Parents - Edit - All: Allows users to edit the Parents Hierarchy any investment.

'Financial Plan' Tab

This tab will appear if the user has any of the following security rights. Therefore, if the user does not have these global security rights, the user will not see the 'Financial Plan' tab.

Project - Benefit Plan - Edit All: Allows resource to edit all the Project benefit plans.
Project - Budget Plan - Approve All: Allows resource to approve all the Project budget plans.
Project - Budget Plan - Edit All: Allows resource to edit all the Project budget plans.
Project - Budget Plan - View All: Allows resource to view all the Project budget plans.
Project - Cost Plan - Edit All: Allows resource to edit all the project cost plans.
Project - Cost Plan - View All: Allows resource to view all the project cost plans.
Project - Edit Project Plan - All: Allows user to add unplanned tasks to any Project when completing his or her timesheet if he or she is a team member on that Project.
Project - Financial Plan - Submit All for Approval: Allows resource to submit all the project financial plans for approval.
Project Benefit Plan - View All: Allows resource to view all the Project benefit plans.

Project 'Processes' Tab

The 'Process' tab is not controlled by security rights.

 

Option 2: Change Project Page Layout

In Clarity tabs can be deactivated on the portlet page layout or renamed.

Example:

You can create a copy of the 'Project Default Page Layout'. Within this page definition, you can deactivate any of the tabs. When the tab is deactivated, it will not show even if the end-user has the appropriate access rights for viewing the tab. You may want to create a different page layout in this manner for use with specific projects to ensure that the tabs are not accessed. It is recommended not to deactivate tabs on the 'Project Default Page Layout', but instead to make a copy and use the new one for this purpose. To deactivate the individual tabs, use the following steps:

  1. Administration, Portlet Pages
  2. Click 'New' Button
  3. For the page type, select 'Project'


  4. Navigate to the 'Tabs' tab and see the list of tabs included in this layout design


  5. Uncheck the 'Active' box for the pages that you want to always hide from end-users. Be sure that the 'Default' tab is configured for an 'Active' tab.
  6. Navigate to the project and make sure the Page Layout (usually under Settings page) has the above portlet layout(My Project Page Layout) defined. 

The hidden tabs should disappear from the project page. 

Additional Information

How to set all existing projects to the same custom Project Layout:

  1. To set your custom layout to default – go to Studio – object Project – Attributes – Select Page Layout – set the Default and save
  2. Then Edit all existing projects and set it to your chosen value.
    • You should be able to add the field Page Layout to Classic – Project List and change it there. It is not available in MUX for bulk edit
    • Alternatively you could use XOG to update many projects in bulk by updating project xog attribute pageLayoutCode="projmgr.projectPageFrame" 
  3. Test with creating a new Project, see if the page layout is correct, test with an old project as well
  4. Now go to Studio – object Project – Views – Project Properties – open
  5. Layout: Create and then also Layout: Edit
  6. Remove Page Layout from Selected Attributes for both Layout: Create and Layout: Edit
  7. Now go to Studio – object Project – Views – Layout Edit – Click on Create Subpages  - Create a new subpage with any name you like and check Secure
  8. Create a new Section on it and add Page Layout attribute
  9. Save and Return
  10. Now the attribute Page Layout will be secured and no one will be able to see the value or change it apart from the users that you grant the permission to. There will be two new permissions (assuming the page name is Test):
    • Project - Subpage Test (ID: project.test) - Edit All Allows resource to edit all Project objects using secured subpage Test (ID: project.test).
    • Project - Subpage Test (ID: project.test) - View All Allows resource to navigate to all Project objects using secured subpage Test (ID: project.test).
  11. Only grant those to your admin users.

 

How to make Page Layout hidden: 

If you don't want anyone to edit the Page Layout after this change:

  1. Set Page Layout Field to Hidden (should be done after the resetting of Page layout for all projects):
  2. Go to Studio - Objects - Project - Views - Click on Fields next to Project Properties - click on the Field icon for Page Layout - select Hidden
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