Project Plan views / Task assignee see's just their tasks

Jason Hawker

I have read posts where it says to use project plan FILTERS or create one off REPORTS to execute this requirement. This seems inefficient and each option lacks what the other provides. 

NEED:

I want an all in one feature within a project plan where I can set 'resources' view permissions based on when they're assigned a task (like filtering) helping avoid the need to create one off reports for each resource which just pulls data across from the master project plan anyways.

ASK:

1. Be able to set SHARING permissions for each viewer by either seeing just their assigned tasks (assigned to) or all project plan tasks.

2. Host the 'filter' feature option where we can check the box 'include parent rows'.

Is there anything like available now this I'm missing? 

Schiff A.

Hello,

Regarding creating a view for each resource that shows their assigned task, if visibility into the rest of the project is not forbidden for these resources and you just need an efficient way to create a filtered view for each user then you may want to consider using the Current User criteria when building your report.  This will allow you to build 1 report that will only show the end user their own assigned tasks.  More information about using the Current User criteria for this purpose can be found here: 



https://help.smartsheet.com/articles/529454-viewing-your-assigned-tasks

https://help.smartsheet.com/articles/522214-creating-reports





Regarding including parent rows, see this previous community thread for discussion about possible solutions that may work for you: https://community.smartsheet.com/discussion/include-parent-rows-reports





I encourage you to provide feedback to our Product team by clicking on the Submit Product Enhancement Request link on the right-side pane of Community pages.



Thanks,

Schiff