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Restrictions Not Being Copied From A Template While Creating A Project (Doc ID 2911901.1)

Last updated on NOVEMBER 30, 2022

Applies to:

Primavera Unifier Cloud Service - Version 21.12.9.0 and later
Information in this document applies to any platform.

Symptoms

ACTUAL BEHAVIOR
---------------
Restrictions not being copied from a template while creating a project.

EXPECTED BEHAVIOR
-----------------------
Restrictions should be copied from a template while creating a project.

STEPS
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  1. Log in to Unifier
  2. Navigate to Company workspace - Templates - Shells - Project - Open Project "XXXXXXXXXX" - Setup - Business Process
  3. Open Record Properties - Reference Records - Click On "Edit Restrictions" - Select the Contractor. Note the restriction flags selected for Partner Users in the "Project Master Template" are: Workflow Progress, Audit Log, and Reference Records.
  4. Complete the Project Creation BP using the "Project Master Template" Template.
  5. After creating the Project, all the Business Process does not keep the same restrictions as the "Project Master Template".
  6. Only "Workflow Progress" and "Audit Log" restriction flags are checked.

Cause

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In this Document
Symptoms
Cause
Solution
References


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