A user has reported they cannot see their projects when viewing the Project Management Workspace. What could be a possible reason for this?

The Project Management Workspace (PMW) is primarily designed for project managers to view and manage the projects they are responsible for. The default view, "My Projects," filters the project list to show only those projects where the logged-in user is the value in the Project Manager lookup field on the Project record. If a user is not assigned as the Project Manager on any projects, this default view will correctly display no records, leading to the reported issue.

B. The user is missing the Project Management Workspace Permission Control: If the user were missing this permission control, they would be unable to access or view the Project Management Workspace page or component at all.

C. The user is missing the PSA - Project Manager Permission Set: Lacking this permission set would result in more fundamental access errors, such as "Insufficient Privileges," preventing the user from seeing project data, rather than simply seeing an empty list.

1. Certinia PSA Documentation, "About the Project Management Workspace": This document states, "The Project Management Workspace (PMW) provides a centralized location for project managers to view and manage their projects." It further details that the default "My Projects" filter displays projects where the current user is the designated Project Manager. (Reference: help.certinia.com, Project Management > Project Management Workspace > About the Project Management Workspace).

2. Certinia PSA Documentation, "Permission Controls": This section explains that Permission Controls are used to grant or deny access to specific application features and UI elements. The "Project Management Workspace" permission control specifically governs access to the workspace tab. A user without this permission would not be able to navigate to the page. (Reference: help.certinia.com, PSA Administration > Permissions > Permission Controls).