Restricting Project Pick list by Branch - Acumatica Generic Inquiries & Pivot Tables https://www.augforums.com/forums/acumatica-generic-inquiries/restricting-project-pick-list-by-branch/ Acumatica User Group Forums en-US Tue, 06 Oct 2026 15:39:15 +0000 wpForo 60 Restricting Project Pick list by Branch https://www.augforums.com/forums/acumatica-generic-inquiries/restricting-project-pick-list-by-branch/#post-10608 Wed, 12 Apr 2023 16:08:45 +0000 We are in the process of restricting access to our various branches.  So they are unable to see each other's items. 

The first issue we found was the PM-Projects GI wasn't restricting by branch.  We were able to solve that issue by modifying the GI to pull the logged-in branch id from GLHistoryEnqFilter.BranchID and filtering the PM-Project GI where PM.Project.DefaultBranchID = GLHistoryEnqFilter.BranchID.

The second issue is filtering the Project ID picker.  We can't seem to find a way to accomplish this. Does anybody have any ideas about how to filter this list?  I don't know enough about Acumatica to know where this list lives or is generated from.

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 Thank you in advance!

]]> Acumatica Generic Inquiries & Pivot Tables Mark Kennedy https://www.augforums.com/forums/acumatica-generic-inquiries/restricting-project-pick-list-by-branch/#post-10608