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Configure time rules, cost rules, scheduling, and project management features.


Permissions and Settings

The following two groups can make changes on this tab:

  • have the cost center permission Maintain Projects and Engagements 
  • the current project stage allows Edit Project Info AND you are one of the following
    • Engagement Manager
    • Projector Manager
    • On Project Management Team and Can Act as PM

Access to Detailed Task Management is controlled through account settings.


Time Entry

Manage time entry rules for this project. 



An explanation of each setting is provided in the table below.

Field

Description

Open project for time entryAllow resources to enter time against this project. If unticked and a resource submits time, it is auto-rejected

Allow resources to enter time

Any resource (excluding limited resources) - anyone can enter time, excluding resources with the limited access flag enabled who must have an assigned role

Resources assigned to a role - only resources with a role. Useful when a specific team works a project.

Resources in the following cost center and below - any resource under the specified cost center as of today can enter time. Excludes limited resources who must be in the cost center and have a role

Route time card approvals through

Tutorial

See Time and Expense Approval article for a detailed walk-through of time approvals and configuration.

Anyone on the project's PM team – engagement manager, projects manager, and can act as PM users

The Engagement Manager – only the engagement manager

The Project Manager – only the project manager

The PM for the team, EM for the PM – project manager approves time for all roles except their own. Engagement manager approves project manager time cards

Resource-Based Appover(s) - the following people

  • Users with the cost center permission Approve Reported Time Off and Time on Projects with Cost Center-Based Approval for the resource's cost center
  • User set as Time Approver on a resource profile


Find approver – a specific person will perform all time approvals

None (automatically approved) - time cards are immediately approved on submission

Open project for time transfersAllow time cards to be transferred onto or off of this project.
Require Descriptions on TimecardsTime cards will be auto-rejected if they do not have a description

Resources may report time only to assigned tasks

This setting is only available if the Detailed Task Management checkbox is ticked under the Project Management section (see further down in this help document for a fuller explanation). When ticked, only resources who are assigned to a particular task can submit time against it.


Cost Entry

Manage cost entry rules for this project. 


Field

Description

Open project for cost entry

Allow resources to enter cost against this project. If unticked and a resource submits cost, it is auto-rejected

Allow resources to log expense reports

Any resource (excluding limited users) - anyone can enter expenses, excluding resources with the limited access flag enabled who must have an assigned role

Resources assigned to a role - only resources with a role. Useful when a specific team works a project.

Resources in the following cost center and below - any resource under the specified cost center as of today can enter cost. Excludes limited resources who must be in the cost center and have a role

Route cost card appovals through

Tutorial

See Configure Expense Approval for a full explanation of these choices

Anyone on the project's PM team – engagement manager, projects manager, and can act as PM users

The Engagement Manager (EM) – only the engagement manager

The Project Manager (PM) – only the project manager

The PM for the team, EM for the PM – project manager approves cost except their own. Engagement manager approves project manager cost cards

Resource-Based Appover(s) - the following people


Find approver – a specific person will perform all cost approvals

None (automatically approved) - cost cards are immediately approved on submission

Open project for cost transfer

Allow cost cards to be transferred onto or off of this project

Limit costs to expense type configuration

Choices here come from the Expense Type Configurations Editor.

When selected, only certain expense types are allowed for this project. For example, a Travel project can only have Airfare, Hotels, and Meals.




Scheduling

Projector supports two types of scheduling. Weekly and Daily. This choice reflects the default for newly created roles. You can always change the role's scheduling mode after creation.

FieldDescription
WeeklyEnter a block of hours per week. For example, 40 hours.
DailyEnter hours per day. For example, 8 hours.


Project Management

Control the project management tools in Projector.

FieldDescription
Enable Detailed Task Management (DTM)DTM is a gantt chart project management feature. See Project Task Planning Tab to learn more. DTM is only configurable through management portal.
Enable Project WorkspaceProject workspaces are a collaboration area for your team and your client. See Project Workspaces to learn more.




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