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MS Project - restrict access to selected views

Posted on 2014-01-08
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Last Modified: 2014-03-10
I am using MS Project 2010, although I need to save it in 2003 compatibility mode.  I want to allow my customer to see a restricted view of the plan, showing only the tasks I want them to see.

I can easily create the view, but how do I prevent them from opening other views which will show more detail than I want them to see?  Is there a way of preventing access to specified views, or hiding them?

Thanks

Eric
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Question by:childejc
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Expert Comment

by:regmigrant
ID: 39814905
The best way to limit their access is to share only a printed version - either as a pdf/Jpg or by using One-note if you have it.

You could create a custom view that filters only the tasks you want them to see and use use 'Manage views' to delete all others but Project is all about communicating  information rather than limiting it and there is no way to password protect a project file - so they could easily put them back in.

Another way would be to put some flag on the tasks you want them to see, filter to those tasks, turn off auto calculation/auto levelling and delete or obfuscate all the non-flagged tasks then send them the cut down version as a new filename.

If you use the online version - or they can access through sharepoint - their maybe additional permissions you can use to show them only tasks they are assigned to

Reg
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Accepted Solution

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childejc earned 0 total points
ID: 39906030
thanks for the suggestions but they don't really solve my problem as the person I am sharing with would be able to undo any restrictions I put in place.  It looks like I am out of luck.  Rather than deleting my question I will post my reply as a solution to close the thread, so anyone else will see that these options were put forward.
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Expert Comment

by:regmigrant
ID: 39906044
The fact that the requirement is not supported by project cannot be helped; the question has been asked and answered
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Author Closing Comment

by:childejc
ID: 39916996
there does not appear to be an actual solution but rather than deleting my question I thought it more useful to leave in place so subsequent users can see what was proposed.  I would have preferred an option to leave the question as unresolved but closed
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