Project and Portfolio Management Practitioners Forum

View Access in Consultancy Request

Gaurav Mittal
Trusted Contributor.

View Access in Consultancy Request

Hi Guys,

We need some help regarding Consultancy Requests created for projects. In CR, there is one field 'Project Name'. When you select the name of the project, a rule gets fired which automatically fills the name of ‘Project Manager’ of that project. In the rule, the dependency is set on the field 'Project Name' and 'rule event' is 'Apply on field change'. So that every time, the Project Name gets changed, the rule will be fired and ‘Project Manager’ field gets automatically populated. Now if the there is change in the 'Project Manager' of the project, the new 'Project Manager' is not reflected in the CR. Hence, if the new PM tries to open this CR, he see the error "Request XXXX is restricted". Can anyone of you suggest the best possible solution so that whenever PM of a project is changed, it automatically gets updated in the CR as well and the new PM is able to see all the CR linked to that project.

Thanks a lot in advance.

Erik Cole
Acclaimed Contributor.

Re: View Access in Consultancy Request


You can use the following token in your CR request's security:


It will get the current PM of the related project and allow him to open the CR.

As for updating a field on the CR, if you are PPM 7.5 you could use a 'on page load' rule to update the field whenever someone opens the request. Otherwise, maybe your best bet is to place a field-change rule on your project that will update all associated requests with the new PM...