Edit Project Services

Purpose

Project services provide a number of functions, depending on your configuration of Timemaster.

▪If you are not using the Project Management functionality, then project services are a method of restricting the staff member who have visibility of projects

▪If you are using the Project Management functionality, then project services may be used to define an overall fee for a service which is then split into tasks on a percentage split basis (adding up to 100%)

▪If you have a single service organisation, then project services are not used, and are hidden from the menus.

Restricting Access to Projects

If the Project Management module is installed and the project is split into tasks, then a project service record is automatically created whenever a task is created for a service which doesn’t already exist. Project visibility is controlled by the tasks within a project.

If a project is not split into tasks, then project service records are not automatically added, but can be manipulated for the purpose of restricting which staff can access the project. The restriction logic works as follows:

▪Against each member of staff is a primary service and a list of secondary services

▪A project is defined either as open to all or restricted to specific services

▪If the project is restricted to specific services, then only staff whose service match the services allocated to a project are allowed access to the project

Projects may also (or instead) be restricted to staff using the Edit Project Staff Restrictions option. Under the staff restrictions option you allocate individual staff to work on a project, like a project team. Using staff restrictions gives more control but  requires more maintenance, as each member of staff needs to be allocated to the project, whereas anyone who provides one of the attached project services can access the project.

Operation

To restrict the project to staff matching the list of project services;-

1.Place a tick in the Restrict access to this project to the services listed below? check-box

2.Click the Save button Then add the services you need using the New button or the in-line menus to edit or delete.

To add a new Service to the project;-

 1. Click the New button

 2. Populate the following;-

 3. Click the Save button.

To edit existing Service settings;-

1.Select the Service

2.Click

3.Select Edit Service Details

To edit the Service Fees;-

1.Select the Service

2.Click

3.Select Edit Service Fees - this passes the user to the Project Fees page.