Hi,

Maybe, you could find some help here.

The answer appears to be this:

I looked at the error again (Invalid field 'user_id' in leaf ) and wondered if that meant that the "user_id" was not actually contained in or referenced by the project.phase object. I looked at the existing record rule for tasks, 'Tasks According to User and Project', and noticed that it seemed to restrict users from seeing other users tasks but also had a part that seemed to permit them to see tasks that were associated with projects they were associated with, even if the tasks were not assigned to them directly.

This is the rule:

['|','|','|',('user_id','=',False),('user_id','=',user.id),('project_id.members','in', [user.id]),('project_id.user_id','=',user.id)]

So, I tried removing the user_id section and changed it to this:

['|',('project_id.members','in', [user.id]),('project_id.user_id','=',user.id)]

I added the group 'Project Managers', saved the record rule, and hey presto, it worked. Now Project Managers can only see phases from projects that they are associated with.

Not bad for someone who knows nothing about coding!

Bill.

edited to remove suggestion that this would work for project.project. Doing so causes an invalid field error on 'project_id.members'.