Client Portal Question

Is there a report that I can run that will show me the projects that do not have the following radial button checked?

Tags client-portal-visibility project-visibility published public
Asked by Letha King on Tue 3/1/16 9:34 AM
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Answer (1)

This answer has been marked as the accepted answer
Jamey Stock Tue 3/1/16 9:47 AM

Hi Letha,

You are able to view this information with a Project Report in the Analysis application, although the naming is not very intuitive. The Client Portal Visibility field of projects can be reported on with the Public? and Published? columns and/or filters. Below is a breakdown of the values for each:

  • Visible to all users, even those that are not logged in: Public
  • Only visible to logged in users: Not Public, Published
  • Only visible to logged in users who are on the project or are listed as stakeholders: Not Public, Not Published

From what you have provided, it seems that you would like projects that are Public or Not Public and Not Published, which correspond to the first and third radio buttons. 

I hope this helps to explain how Client Portal Visibility information can be reported upon with Public? and Published? filters. Please let us know if you would like additional clarification or there's anything else we can do for you.

Sincerely,
Jamey Stock
TeamDynamix

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