Acumatica Portal Customization – Getting Started

Mike Gifford of Crestwood Associates has written a fine article on customizing the Acumatica Portal. I have one small modification when working with a demo portal with version 2018 R2.

Under the Site Map (not the Portal Map), the Customization Project Browser appears as a folder that contains other folders and pages as children. This node is missing when the portal is first installed. As Mike notes, it needs to be added with a SQL Script. Without this node, you will probably see the message “You have insufficient rights to access the object (ProjectBrowserMaint)”.

When I used Mike’s script the CompanyMask was the mask for the main site, not the portal. The script below set it to match the portal’s company mask.

INSERT INTO PortalMap
(CompanyID, Position, Title, [Description], [Url],
Expanded, IsFolder, ScreenID, CompanyMask, NodeID,
ParentID, CreatedByID, CreatedByScreenID, CreatedDateTime,
LastModifiedByID, LastModifiedByScreenID, LastModifiedDateTime) SELECT
CompanyID, Position, Title, [Description], [Url],
Expanded, IsFolder, ScreenID,
(SELECT TOP 1 CompanyMask FROM PortalMap), NodeID,
CASE WHEN ScreenID = ‘AU00000’ THEN
‘84351BC9-BF6C-48B5-9DEA-F8207283B64A’ ELSE ParentID END,
CreatedByID, CreatedByScreenID, CreatedDateTime, LastModifiedByID,
LastModifiedByScreenID, LastModifiedDateTime
FROM SiteMap WHERE ScreenID = ‘AU000000’ AND CompanyID = 1

After running this script, I was able to see the Customization Project Browser under the Portal Map’s Hidden node. I continued to receive the message mentioning ProjectBrowserMaint until I recycled the Application Pool and logged back into the portal.

Then I was able to add a new customization project, save it, and click the Project Name link to start editing.

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