Administration Guide
3.3 - Assigned Projects Screen

Your assigned projects screen allows you to specify the projects to which an employee will be limited for their time and expense entry. If no projects are assigned to an employee, they will be able to reference any active projects in their timesheets or expense claims.

If an employee's user account has been granted reports access, assigning projects to that employee will also limit them to creating reports only for those projects to which they have been assigned. An employee with reports access will be able to reference any project in their reports if they have not had specific projects assigned to them.

An administrative user signed in to their administration application will always be able to access all projects for their reports. Project assignment only limits access for timesheets and expense claims in the time and expense entry application, or report creation through the reports application.

If no projects are assigned to an employee's user account, and that employee's user account has been granted reports access, that person will be able to create reports for all system projects by default. Adding specific projects to a managerial employee's assigned projects will ensure that only information for those projects will be available through their reports application.

This screen is reached from your user administration screen.

assigned projects screen

The buttons and fields provided on this screen are as follows:

Home

Exits the screen and returns you to your main menu.

Back

Exits the screen and returns you to your user administration screen.

Reset

Resets the displayed table windows for projects 'not assigned' and 'assigned to' to the last point at which the assigned projects were saved.

Save

Saves in the noted employee's set of assigned projects all projects listed in the "Projects Assigned to" table.

Help

Opens a new web page displaying help for your current screen.

Assigning To

The name of the employee to whom projects are being assigned.

Projects Not Assigned

Lists all projects which are not assigned to the noted employee.

Projects Assigned to

Lists all projects assigned to the noted employee.

Add

Adds the project selected in the "Projects Not Assigned" table to the "Projects Assigned to" table.

Add All

Adds all projects listed in the "Projects Not Assigned" table to the "Projects Assigned to" table.

Remove

Removes from the noted employee's assigned projects the project selected in the "Projects Assigned to" table.

Remove All

Removes all projects from the noted employee's assigned projects.