Unable to edit PDP fields even if Project is in Edit mode and checked out to you

Posted By Posted by: Irfan Rizvi on September 23, 2016

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I recently came across this scenario during testing. For this specific customer there is a stage in project governance workflow, where portfolio manager updates certain fields on the Project information PDP. When I logged in as the test portfolio manager, I was able to click Edit in the ribbon but the fields were locked on all the PDPs and I could not even Close the project.

To troubleshoot this, we made this user site collection administrator and the form functionality was working as desired. We knew it had something to do with permissions so we played around with the permissions and finally came across the solution. The key component is that the group/user must have the Edit Project Summary Fields permission. Since we were logged in as Portfolio manager, the out-of-the-box permissions for My Organization Category has this unchecked.

Once we checked it this, it solved our issue.

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