How to configure Business Portal in Microsoft Dynamics SL so that a user who is assigned to the "Project Executive" role cannot view the project net profit detail or the task net profit detail

Applies to: Dynamics SL 2011

INTRODUCTION


This article describes how to configure Business Portal in Microsoft Dynamics SL so that a user who is assigned to the Project Executive role cannot view the project net profit detail or the task net profit detail. These details are on the Executive Project Analysis Web page.

More Information


To configure Business Portal so that a user who is assigned to the Project Executive role cannot view the project net profit detail or the task net profit detail, use one of the following methods.

Method 1: Configure Business Portal for a new user

  1. Create a user account in Microsoft Dynamics SL. To do this, follow these steps:
    1. Log on to Microsoft Dynamics SL by using the sysadmin user ID.
    2. On the Utility menu, click User.
    3. In the User ID box, type a user ID.
    4. In the Name box, type a name.
    5. In the New Password box, type a password.
    6. Click Save, and then close the User Maintenance (95.260.00) screen.
  2. Assign the appropriate user rights to the user account that you created in step 1. To do this, follow these steps:
    1. On the Utility menu, click Access Rights.
    2. In the Group/User ID box, type the user id for the user account that you created in step 1.
    3. Click to select the All Companies check box.
    4. Click Preload, and then click the following in the Preload Screens (95.270.01) screen:
      • Flexible Billings
      • Project Controller
      • Time and Expense for Projects
    5. Click OK.
    6. Under Screen/Report Number, click the row that contains BI.TRI.00 in the Detail section. Then, press DELETE.
    7. Under Screen/Report Number, click the row that contains PA.CMD.00 in the Detail section. Then, press DELETE.
    8. Under Screen/Report Number, click the row that contains PA.TRD.00 in the Detail section. Then, press DELETE.
    9. Under Screen/Report Number, click the row that contains TM.EPJ.00 in the Detail section. Then, press DELETE.
    10. Close the Access Rights Maintenance (95.270.00) screen, and then click Yes when you receive the following confirmation message:
      Do you want to save your outstanding changes?
  3. Create a project employee ID for the user account that you created in step 1. To do this, follow the steps in the "Setting Up Employees" Help topic. To locate this Help topic, follow these steps:
    1. On the Help menu, click Help Topics.
    2. Double-click Project Management and Accounting, and then double-click Time and Expense for Projects.
    3. Double-click Time and Expense for Projects Tasks, and then double-click Setting Up Employees.

      Note When you create the project employee ID in the Employee and Resource Maintenance (PA.EMP.00) screen, type the user ID that you created in step 1 in the User ID box.
  4. Create a Business Portal user account for the Microsoft Dynamics SL user account that you created in step 1. Then, associate this Business Portal user account with the Project Executive role. To do this, follow these steps:
    1. Log on to Business Portal by using a user ID that is associated with the Administrator role.
    2. Click the Site Settings tab.
    3. In the Pick a task section, click Add new users.
    4. Click Next, and then click Add Manually.
    5. In the Domain box, type a domain name.
    6. In the Alias box, type an alias that is associated with the Microsoft Dynamics SL user account that you created in step 1.
    7. Click Add, and then click OK.
    8. Click Next, select the Back Office User check box, select the Project Employee check box, and then click Next.
    9. Click the appropriate Domain\Alias value, and then click Next.
    10. Click Next, click Project Executive in the Portal Role box, click Next, and then click Finish.
  5. Associate the Business Portal user account that you created in step 4 with a back office ID. To do this, follow these steps:
    1. In Business Portal, click the Site Settings tab, and then click Manage Business Portal users.
    2. In the User list, click the appropriate name.
    3. In the User Properties pane, click the Roles tab.
    4. Click Back Office User, and then click Modify.
    5. In the Role/Company box, click Back Office/Enterprise.
    6. Under ID, click the Microsoft Dynamics SL user account ID that you created in step 1, and then click OK.

Method 2: Configure Business Portal for an existing user

  1. Log on to Microsoft Dynamics SL by using the sysadmin user ID.
  2. On the Utility menu, click Access Rights.
  3. In the Group/User ID box, type the appropriate user id.
  4. Under Screen/Report Number, click the row that contains BI.TRI.00 in the Detail section. Then, press DELETE.
  5. Under Screen/Report Number, click the row that contains PA.CMD.00 in the Detail section. Then, press DELETE.
  6. Under Screen/Report Number, click the row that contains PA.TRD.00 in the Detail section. Then, press DELETE.
  7. Under Screen/Report Number, click the row that contains TM.EPJ.00 in the Detail section. Then, press DELETE.
  8. Close the Access Rights Maintenance (95.270.00) screen, and then click Yes when you receive the following confirmation message:
    Do you want to save your outstanding changes?