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Assigned Employees

When the Assign Employees to Projects option is enabled in Utilities - System Setup - System Options - Time and Expense, you can assign an employee to specific projects.

This restricts the employee's access so that they see only clients with projects to which they are assigned. Employees can also record chargeable time only in projects to which they are assigned.

So when this option is enabled, an employee can see only:

• Clients with projects to which they have been assigned.

• Administration clients.

  If the system has an administration client, all employees can record non-chargeable time against it. They don't need to be assigned to it.

Assigning an Employee to a Project

To assign an employee, or a number of employees, to a project, carry out these steps:

1. Ensure that the Assign Employees to Projects option is enabled in Utilities - System Setup - System Options - Time and Expense.
2. Open the Edit view in the left-hand pane.
3. Click Projects in the left-hand pane.
4. The Projects window opens in the main workspace. Select the relevant client and project.
5. Click EDIT.
6. Expand the Assigned Employees section.

7. Select one or more employees to assign to the project.

   Alternatively, click Select All Employees to select everyone in the list.

8. Click SUBMIT.

You have assigned one or more employees to the project.

See also

Project Details Screen

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