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This form is reached by choosing View | Administration | Setup heading | User-Defined Fields.
Permissions and Settings
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| UDF Entity | Permissions Required |
|---|---|
| Client | Anyone with the global permission Clients set to Update |
| Engagement | The engagement manager or anyone Anyone with the cost center permission Maintain Projects and Engagements or the Engagement Manager and the current stage allows them to Edit Engagement Info |
| Contract Line Item | The engagement manager or anyone with the cost center permission Maintain Projects and Engagements |
| Project | The engagement manager, project manager, and anyone who can Act as PM as long as the current stage allows it. You will need the stage permission Edit Project Info. Anyone with the cost center permission Maintain Projects and Engagements |
| Role | The engagement manager, project manager, and anyone who can Act as PM as long as the current stage allows it. You will need the stage permission Create Roles. Anyone with the cost center permission Maintain Projects and Engagements. |
| Task | The engagement manager, project manager, and anyone who can Act as PM as long as the current stage allows it. You will need the stage permission Edit Project Info. Anyone with the cost center permission Maintain Projects and Engagements |
| Budget Baselines | The engagement manager, project manager, and anyone who can Act as PM as long as the current stage allows it. You will need the stage permission Create Baselines or Edit and Delete Baselines. Anyone with the cost center permission Maintain Projects and Engagements. |
| Issue | Anyone who can edit an issue |
| Resource | Anyone with the cost center permission Maintain Resources |
| Time Cards | Anyone who can enter time. This feature is unsupported by /wiki/spaces/docworkspace/pages/10331051 and mobile time entry. |
| Cost Cards | Anyone who can enter costs. This feature is unsupported by /wiki/spaces/docworkspace/pages/10321998 and mobile expense entry. |
| Invoice | See "Permissions and Settings" information here. |
Limit Access Via Global and Cost Center Permissions
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| UDF Type | Global and Cost Center Restrictions |
|---|---|
| Client | Cost center restrictions are not available for Client UDFs. Reason being, client's don't have cost centers. |
| Engagement | Restrictions are based on the engagement cost center. |
| Project | Restrictions are based on the project cost center. |
| Role | Restrictions are based on the resource's cost center. |
| Task | Restrictions are based on the project cost center. |
| Budget Baseline | Restrictions are based on the project cost center. |
| Issue | Restrictions are based on the project cost center. |
| Resource | Restrictions are based on the resource's current cost center. |
| Time Cards | Not applicable. |
| Cost Cards | Not applicable. |
| Invoice | Restrictions are based on the invoice cost center. |
Limit Access Via Enterprise Configuration
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| Entity | Description |
|---|---|
| Client | Clients are organizations you do business with |
| Engagement | Engagements represent contracts in Projector |
| Project | Projects represent work you do on an engagement |
| Role | Roles represent a person who works on a project |
| Task | Tasks are part of a detailed task management plan |
| Budget Baseline | Baselines are time and expense budgets that you set for engagements and projects |
| Issue | Issues are part of project workspaces |
| Resource | Resources are employees who enter time, expense, or are scheduled to work |
| Time CardsCard | A time card is created every time an employee submits time to a project. Only two time card UDFs are allowed per installation. |
| Cost CardsCard | A cost card is created every time an employee submits expenses to a project, you enter a vendor invoice, or you enter a soft cost. Only two cost card UDFs are allowed per installation. These UDFs are turned on/off for each expense type. For example, you might have an "Airline Carrier" UDF that is only enabled for travel expenses. Visit the expense type editor to enable these UDFs for individual types. |
| Invoice | Invoices are official documents that your organizations use to bill your clients for services rendered. |
UDF Data Types
When you define a UDF you must specify its data type. The data type determines what kind of information can be entered by the user, for instance a number versus a date.
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