Hello,
Implementation Managers need the ability to have an internal project plan with internal tasks that we do not want customers seeing. We also need the ability to share a customer facing version with the client that only displays select tasks to them. We have multiple project plan templates in use based on customer size, complexity, & timelines but need to ensure this is simple for IMs.
I’ve seen suggestions to create a custom defined field (customer facing Y/N) & create a new filter using that. This doesn’t work as customers can still access the full project plans.
I’ve seen the suggestion to use the multi-homing functionality where there would be 2 project plans (internal & customer project plan) & perhaps use an intake form for automation to kickoff the creation of the 2 project plans. My concern here is that seems very complicated with a lot of risk.
Is there a better way to accomplish what I am trying to do so this is not complicated for IMs? They could be managing 20 projects at one time, some have 30 day timelines, some have 6 month timelines. I need this to be scalable & straightforward to use & maintain.
Thank you!