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82.4 Project Actions Latitude View

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82.4.1 Lists all projects & tasks where the current logged-on user is the project manager. If the current logged-on user is a "Database Owner" or has rights to view projects & tasks belonging to other project managers, the user can filter the "Project Actions" to list them.

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Project Manager Filter

Select one or more project managers to list projects & tasks they are assigned to.

 

Columns

Double-clicking on the "Task Code" column opens the "Task Item" screen focused on the task.

Double-clicking on the "Client Code" column opens the "Client" screen focused on the client.

Double-clicking on any of the columns opens the "Job / Project" screen focused on the project.

 

Right-click Menu Item

Click "Open Job / Project" menu item to open the project.

 

Security

To secure this view to users,

See Ribbon -> Administration -> Object Security

Look for "Form/Report Name" = "frmNotify2sfrmJobAction" and enter a security code.

Click "Close" to save.

See Ribbon -> Administration -> User Security

Assign the "security code" you used above to users you want to see the "Project Actions" view.

To secure users who can list projects they do not own,

See Ribbon -> Administration -> Object Security

Look for "Form/Report Name" = "frmNotify2sfrmJobActionAllPM" and enter a security code.

Click "Close" to save.

See Ribbon -> Administration -> User Security

Assign the "security code" you used above to selected users.