The /showMyJobs User Permission
controls which Projects Users can view in certain dashboard reports.
when the /showMyJobs permission is Denied reports would show all Projects/Jobs/Quotes regardless of who the contacts are.
HOWEVER...
If you the /showMyJobs Approved it means you can only see your own Projects in these reports. The table below shows which contact field each of these reports uses to identify your projects.
| Report | /showMyJobs DENIED | /showMyJobs APPROVED | |
|---|---|---|---|
| To Do List | All | Job: 'Our Contact’ Project: 'Our Contact’, ‘Alt Contact’, ‘Exec Producer' & ‘Costing Contact' | |
| Cancelled Quotes | This works a little differently than other reports. The data is displayed if the setting is denied OR if the logged in user matches the Quote Our Contact. | Quote: ‘Our Contact’ | |
| Non Costed Jobs | All | Project: 'Our Contact’, ‘Alt Contact’, ‘Exec Producer’ | |
| Pitches | This works a little differently than other reports. The data is displayed if the setting is denied OR if the logged in user matches the Quote Our Contact. | ||
| Project Revenue by Category | All | Job: 'Our Contact’, Project 'Our Contact’, ‘Alt Contact’, ‘Exec Producer’ | |
| Project Status | All | Project: ‘Our Contact’ & ‘Alt Contact’ | |
| Project Progress | All | If the ‘$USE_QUOTES_TO_BUILD_PROJECT Quote: ‘Our Contact’ | If the ‘$USE_QUOTES_TO_BUILD_PROJECT _INFO_ON_DASHBOARD’ setting is disabled: Project: ‘Our Contact’ |
| Overbooked Projects | All | If the ‘$USE_QUOTES_TO_BUILD_PROJECT Quote: ‘Our Contact’ | If the ‘$USE_QUOTES_TO_BUILD_PROJECT _INFO_ON_DASHBOARD’ setting is disabled: Project: ‘Our Contact’ |
| Quote Progress | This works a little differently than other reports. The data is displayed if the setting is denied OR if the logged in user matches the Quote Our Contact. | ||
| Ovebooked Quotes | This works a little differently than other reports. The data is displayed if the setting is denied OR if the logged in user matches the Quote Our Contact. | ||
| Quote WIP Info | This works a little differently than other reports. The data is displayed if the setting is denied OR if the logged in user matches the Quote Our Contact. | ||
| Todays Confirmed Jobs | Setting isn’t used here but there is a check box to filter ‘My Jobs’ | ||
| Revenue to Bill | All | Project: 'Our Contact’, ‘Alt Contact’ & ‘Exec Producer’ | |
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