Restrict Access to Projects Based on Company

By default, each project, phase, and task is available to be used by any company in the enterprise. However, you can restrict access to a project, phase, or task to only certain companies.

Each project number must be unique across the enterprise. You must restrict charging access at the lowest level defined in your work breakdown structure.

To restrict charging access to a project, phase, or task:

1. Select the active company.
2. Create the project, phase, or task record, or open an existing record.
3. On the Accounting tab of the Projects hub, select the Restrict Charge Companies option.
4. Click Insert on the Company Access grid and specify which companies can charge labor and expenses to the project, phase, or task.
5. Save the record.