The Project module currently allows users to configure lookup filters within specific views (for example, "My Projects"). However, these filters, such as those applied to the Business Unit field, are user specific and are not enforced globally across all users.
Business Requirement:
The customer requires centralized control over the Business Unit filter values to:
Ensure consistency in project data selection across all users
Limit available Business Unit options to only approved values
Maintain standardized reporting and data governance across the organization
Current Limitation:
Lookup filters are applied only at the individual user or view level
There is no option to enforce filter values globally across all users
This can lead to inconsistent filter behavior and potential data discrepancies in reporting
Requested Enhancement:
Provide the ability to configure lookup filters for fields such as Business Unit at a global level within the Project module, ensuring that defined filter values are:
Enforced across all users and views
Centrally managed by administrators
Not overridden by individual user configurations
Expected Outcome:
The Business Unit field will display only the defined values for all users
Users will have a consistent filtering experience across the organization
Improved data integrity and more reliable reporting
Impact:
This enhancement will help enforce governance and consistency in project data, reduce the need for individual user level configurations, and improve overall reliability of reporting and analysis.