Edit Project Staff Restrictions

Purpose

This option allows a project to be restricted to a subset of staff. If the project is restricted then only staff assigned to the project will be able to view the project in lookup lists and book time to the project on the timesheet.

NOTE: This is a very effective way of restricting access to projects. However, it can be labour intensive if you have lots of projects restricted in this way because if a staff member leaves and is to be replaced by another staff member, each project would need to be manually changed.

Additional Information

If the project is split into tasks (stages) these tasks can also be set to only allow specific staff members to book time to them. Click here to see how.

This are two ways that a project / task can be locked down so that only specific staff members can book time to it. Click here or here for other options.

Operation

To restrict the project to specific staff;-

1.Place a tick in the option Restrict timesheet bookings on this project to selected staff members?

2.Select the option Add Staff to Project.

3.Place a tick in check box to the left of each staff member you would like to assign to the project.

4.Click the Apply button.

To remove staff member(s) from the restrictions list;-

1.Place a tick in the option Restrict timesheet bookings on this project to selected staff members?

2.Select the option Remove Staff from the Project.

3.Place a tick in check box to the left of each staff member you would like to un-assign from the project.

4.Click the Apply button.

To change the project from allowing only specific staff members from booking time to the project (allow normal project restrictions apply);-

1.Simply remove the tick in the option Restrict timesheet bookings on this project to selected staff members?

2.Click the Apply button.

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