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Control

Description

Any resourceAnyone can enter expenses, excluding resources with the limited access flag enabled who must have an assigned role

Resources assigned to a role

When ticked, only resources that are explicitly requested or booked to this project can submit expenses. Even if the hours are zero. This is useful when you have a specific team and only that team should be working on this project.

Resources in cost centerAny resource under the specified cost center as of today, can enter time. Excluding resources with the limited access flag enabled who must have an assigned role.

Open for Cost

Allow expenses to be reported against this project. By default, the current stage determines this setting. However, you can override the setting if need be.

Open for Cost Transfers

Allow cost cards to be transferred onto this project. By default, the current stage determines this setting. However, you can override the setting if need be.

Expense Approver(s)

Open the drop-down menu to choose who will be responsible for approving cost cards submitted to this project. Remember that regardless of permissions granted here, Projector does not allow anyone to approve their own expenses.

Tip

See Configure Expense Approval for a full explanation of these choices


Panel
  • The project's acting PM team – This includes the engagement manager, the project manager, and those granted permission to act as the project manager in the Permissions section.
  • Engagement manager – Only the Engagement Manager, as determined on the Engagement Info tab
  • Project manager – Only the Project Manager
  • Project manager for team, engagement manager for PM – Project manager can approve time for team members while the engagement manager must approve cost for the project manager.
  • Resource/disbursing cost center-based approver(s)– This one gets a little complicated because expenses can be an Expense Report, a Vendor Invoice, or a Soft Cost. 
  • Expense Reports
    • Vendor Invoices and Soft CostsAnyone Designated expense approver for resource or cost center
      • Expense
      • Expenses on Projects with Cost Center-Based Approvalfor the expense document's
      • disbursing
      • cost center
      • For expense reports, the user set as the Expense Approver on a resource profile
  • Can Act As PMs - The list will also populate with specific user names based on who Can Act as PM
  • <<Find approver>> – Choosing this option will open the Find Approver form, allowing you to choose a specific user to be the expense approver for this project.


Expense Type ConfigurationChoose from the dropdown list which expense types are allowed. To configure your allowed expense types, please see the Expense Type Configurations Editor.

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