Can you share project plans with customers

Question

if I want to give a customer a MSP file with a plan in it; but I want them only to see the columns I want: no rates; no enterprise project fields (namely profit/GM) - how do I save
Trying to stop the swap to Salesforce - but the errors keep a coming

Answer 1

Hi Andrew,
Indeed a report might be the easiest solution.
Another solution I've been using in case your confidentiality needs are related to rates is to save baseline n than reset to 0$ all resources rates. Ask for your customer to refer to baseline n costs.
In case it is related to custom fields, if you send the MPP project file, your customer will be able to view ANY DATA (rates, costs, custom fields) in the file.
Finally a workaround (that requires a little bit more configuration and administration) if you're using Project Server would be to create a "customer" security group and category and to restrict their access to some views (project center and project
details) with restricted columns. Note that in this case it requires Project Server CAL.
Hope this helps.
Guillaume Rouyre - MBA, MCP, MCTS