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You can grant access to a workspace through the cost center permission Allow Access to Project Workspaces

Default workspace view and edit access permissions are determined by Engagement Type.

For team members to access Project Workspaces the following is required:

For client users to access Project Workspaces the following is required:


Permissions and Client Logins

This section governs access to the project workspace and what a user can do once logged in. 

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ControlDescription
Tab NameWhen users view their project workspaces, they will see additional tabs. The name here is the name they will see in the user interface.
Allow access to

Tick the checkbox for each User Group granted access to this tab. If you are unfamiliar with user groups, see the User Groups section of this page.

Display from

ProjectorBI - see ProjectorBI Publish to Project Workspace/wiki/spaces/docs/pages/12916058

MS PowerBI - enter your Workspace ID, Report ID, and Filters. See MS Power BI /wiki/spaces/docs/pages/12912333 for more information.

Other Compatible BI Tool - Enter the URL where your content is hosted.

All three choices support the following dynamic filter values.

Code Block
titleSubstitution Codes
{0} = Project Code
{1} = Engagement Code
{2} = Project Unique Identifier
{3} = Engagement Unique Identifier
{4} = Contract Line Item Code
{5} = Contract Line Item Unique Identifier
{6} = Client Number
{7} = Client Unique Identifier


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