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How to Allow Limited Field Editing in AdaptiveWork Tasks?

  • April 23, 2025
  • 1 reply
  • 24 views
O
Planview Partner
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Hi Planview Community,

I hope someone can help us with the following issue in AdaptiveWork:

We have a project with some activities where the resource assigned by the project manager occasionally requires support from another resource. We need the main resource (assigned by the project manager) to be able to modify only two fields within the activity: “% Percent Complete” and “Resources” (adding and removing resources). Is there any way to make this strictly possible for these two fields without granting permissions for the entire project or the projects module to the main resource?

Thanks for your support.

Best regards.
Oscar Suarez
PM

grant.mcallister
Planview Partner
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If you want a Resource to be able to add/remove resources, this would most likely have to be a Custom Action. You could set it up on the task level. Adding a resource is a lot easier than removing, as you just use the action “New Item” > “Resource”. Removing will probably require using a variable to validate if resource has time entries first as resources with time entries cannot be removed but only made inactive.

 

Grant McAllister | Kolme Group | Delivering AdaptiveWork Excellence (www.KolmeGroup.com)

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