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

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

We don't use the 'Financial Plan', 'Hierarchy', or 'Processes' tabs on the Project screen and I'd like to hide them. Can you direct me to the right place or just tell me how to hide unused tabs?

Resolution

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.

In CA Clarity PPM 13.x and CA PPM 14.x, 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:

Administration, Portlet Pages
Click 'New' Button
For the page type, select 'Project'
Navigate to the 'Tabs' tab and see the list of tabs included in this layout design
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.
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.