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Reply To: Opening a schedule without cost information for customer review.

Home Forums Discussion Opening a schedule without cost information for customer review. Reply To: Opening a schedule without cost information for customer review.

#7104
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Keymaster

Hi Linda,

You mentioned in your question that the schedule “is in the server environment.” If on Project Server, a better approach opening/sharing the schedule in the client (which will provide access to everything in the schedule) might be to share the schedule with the customer via PWA. We have successfully done that by creating a group/category specifically for customers that does not allow them to access cost information, then creating views specific to what the customer needs to see and tying them to the customer category. You can then provide them online access directly to schedule information rather than opening or passing around schedules.