I need to limit the access of our project managers to only their projects. Currently, if I turn on a permission for jobs, there is no way to stop a project manager from viewing a project they are not affiliated with. (Set user permissions for contractor/jobs to full or view)
I have set the PM (employee) as the 'sales rep', but that doesn't really have any effect other than for reporting purposes. I can't tie a log in to an employee, which would be the first part of setting up access to their jobs.
If this cannot be set then I don't believe I can grant any access to the PMs as they would have access to information they should not have. I was of the understanding that QB Ent for Contracto
Afaik, there is no such feature yet in any QuickBooks editions. Consider using a project management app to avoid your project managers to access QuickBooks data file. Then integrate it with your QBD to let your finance team works easier.