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Restrictions

The Project Reviewwindow's Restrictions tab gives you control over which activities and expenses are available when an employee records time and expenses in a project.

You can only see this tab if the feature is enabled.

Enabling Activity/Expense Restrictions

To enable Activity/Expense Restrictions, carry out the following steps.

Enabling the feature globally

1. Open the Utilities view in the left-hand pane.
2. Click System Setup in the left-hand pane.
3. Click System Options in the left-hand pane.
4. Open the Time and Expense tab in the main workspace.
5. Set the Use Activity/Expense Restrictions option to Yes.

You have enabled the Activity/Expense Restrictions feature for your Sage Coretime system.

Now restart the World Wide Web publishing service to apply the change by carrying out an iisreset on the web server.

Enabling individual employees to apply activity and expense restrictions

For a particular employee to be able to apply activity and expense restrictions in a project, they need to have been granted the appropriate permission in their employee details record.

1. Select Edit in the left-hand pane.
2. Click Employees in the left-hand pane.
3. In the main workspace, select the relevant employee.
4. Click Edit.
5. Open the User Profile tab.
6. Select the Restrictions (Project Review) checkbox.
7. Click Submit.
8. You granted the Restrictions (Project Review) permission to the employee.

The employee will now see the Restrictions tab whenever they open a project.

Repeat these steps for all employees who need to be able to use activity and expense restrictions in projects.

Using Activity and Expense Restrictions

To apply activity and expense restrictions to a project, carry out the following steps:

1. Open the project to which you want to apply restrictions.
2. Open the Restrictions tab.
3. In the Activity Restrictions panel, select each activity you want to be unavailable to employees recording time and expenses in the project.
4. Click Submit Activity Restrictions.
5. In the Expense Restrictions panel, select each expense you want to be unavailable to employees in the project.
6. Click Submit Expense Restrictions.

You have applied activity and expense restrictions to a project.

Example

In this example, the Default Chargeable Activity will be unavailable to employees recording time in the project.

And the Default Expense will also be unavailable in the project.

However, the Speech activity and the Fireworks expense will be available to employees.

Restriction Templates

A restriction template is a set of activity and expense restrictions.

You can apply restriction templates to a project template, and then use the project template to set up projects that will include these restrictions.

See also

Project Management

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