Restricting a Column on the Company Cost Sheet

Restricting columns on the Company Cost Sheet refers to allowing or disallowing users or groups to edit or view columns.

To place restrictions on a column on the Company Cost Sheet:

From the toolbar, click Menu Options (the icon with three horizontal lines and a down-arrow) and select Columns.

  1. Click Restrictions to open the Restrictions window.
  2. To select users or groups, click the Select icon to open the User and Group Picker window. After you select your users or groups, click Done to add the users or groups and close the window and go back to the Restrictions window.
  3. Proceed to select the column (under the Column) that you want to be restricted for the users or groups.
  4. Restrict users or groups by preventing (disallowing) them to edit or view the column.

    If you do not see the Disallow Editing or Disallow Viewing columns, right-click on the Column header to open the menu, click Columns and click to select the Disallow Editing and Disallow Viewing one at a time.

    The Column header menu also enables you to sort, lock and unlock columns: Sort Ascending, Sort Descending, Lock after this Column, and Unlock

  5. When finished, you can do one of the of the following:
    1. Click Save to save your changes and close the window.
    2. Click Save & Close to save your changes and close the Restrictions window.

    To discard changes, or to close window, click Cancel.


Last Published Monday, August 28, 2023