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model your project lifecycle through control of permissions, notifications, permissible edits |
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This form is reached by choosing View | Administration | Setup Heading | Stages | Project Subtab | Click Edit.
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| Permission | Description |
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Consider Projects Closed | Closed projects are optionally hidden from Projector dashboards and reports. You will find it as a filter in the following areas of Projector: It is recommended that you have one closed state where all or nearly all permissions are disabled. When a project is closed, the end date is automatically populated with either today's date, or with the earliest possible date. Later dates are used if there are still future scheduled hours. If you want the close date to always be today, then use it in conjunction with the Clear Future Scheduled Hours option listed below. Closed projects are automatically disabled for time/expense entry. You will find options related to time/expense automaticallyed grayed out on the Project Info Tab. The project closed flag is found in the following areas of Projector: |
Open for Time | Allows resources to report time to a project in this stage |
Open for Cost | Allows resources to report costs to a project in this stage |
Open for Time Transfer | Allows time cards to be transferred onto this project. The source project does not need to have Open for Time Transfer enabled. |
Open for Cost Transfer | Allows cost cards to be transferred onto this project. The source project does not need to have Open for Cost Transfer enabled. |
Allow Override of Open for Settings | For the four five previous options, allow users to override the stage setting and toggle whether time and cost are open |
| Allow Time Card Invoicing | When ticked, time cards can be added to new and existing invoices. When unticked, time cards cannot be added to invoices. If time cards are already on an invoice, the invoice can still be issued. |
| Allow Cost Card Invoicing | When ticked, cost cards can be added to new and existing invoices. When unticked, cost cards cannot be added to invoices. If cost cards are already on an invoice, the invoice can still be issued. |
| Display Booked Roles on Dashboard | When ticked, booked hours for this project will be displayed on each resource's Home. Primarily used to hide hours that are part of planning stages or to hide hours for closed projects. |
| Clear Future Scheduled Hours | This feature is used to clear out all booked hours after today. This is useful when move something into a closed stage. As the project is finished, nobody should be scheduled on it anymore. By clearing the hours you prevent people looking busy when they really aren't. For hours scheduled in weekly mode, we clear all hours starting next week. For hours scheduled in daily mode we clear them starting tomorrow and on. The reason weekly hours clear next week is because we can't know whether you were supposed to work those hours at the beginning of the week vs. the end of the week. |
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