Hide an Essential Field in Vantagepoint

To prevent unexpected results, Deltek recommends that if you want to hide an essential field from a security role, hide the tab on which the field is displayed, instead of directly hiding the field itself.

When you hide a tab, all the fields on the tab are hidden and the non-essential fields are secured, but the essential fields on the tab are not secured. This allows Vantagepoint to work properly when users who belong to the role use other Vantagepoint applications that require the essential field on the hidden tab. When you directly hide an essential field (not the tab), the essential field is hidden and secured, so unexpected results can possibly occur.

For more information, see:

To hide an essential field by hiding the tab on which the field is displayed, see Hide a Tab in Vantagepoint or Set Up Access to Application Tabs.

To safely hide an essential field if you do not want to hide the tab that the field is on because you do not want to hide other fields on the tab from the role:

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section and select the hub that you want to customize, or select Settings > General Ledger > Chart of Accounts to customize the Chart of Accounts. On the Actions bar of the form that displays, select Other Actions > Design.
    • Select Settings > General > Screen Designer. In the Application field at the top of the Screen Designer form, select the application that you want to customize.
  2. Add a user-defined tab.
    For more information, see Add a Tab to a Hub.
  3. Move the essential field to the new user-defined tab.
    For more information, see Move a Field to Another Tab.
  4. Hide the user-defined tab.
    For more information, see Hide a Tab in Vantagepoint.