Visibility Of Projects On Timesheets And Forms

In [email protected] you can control the availability of Projects for selection on Timesheets and Expenses.

This article summarises the different ways that this can be controlled.

Close A Project

You can close a Project by setting the Open From and Open To fields on the Main Tab of the Project Record.

Closing a Project will remove it from the list of available Projects on the Timesheet (however if the Open To date is in the middle of a Timesheet Period then the Project will still appear).

Closing a Project will not remove it from the list of available Projects on an Expense Claim. To Remove a Project from Expense Forms you should tick the Suppress For Expenses option on The Main Tab of the Project Record.

Use The Projects Tab

In addition to Closing a Project you can also control the availability of Projects on Timesheets and Expense Forms using the Projects Tab in the following locations:

– System Parameters
– Company
– Employee
– Expense Forms

Distribution Masks

Distribution Masks (see [email protected] Configuration Guide) can also be used to control the availability of Projects for Employees.

Show All Open Projects

In System Parameters on the Main Tab there is a Tick box Field “Show All Open Projects” – Check this field if you want to override Distribution Mask and Project List settings (on System Parameters, Companies, Employees) in order to make all open Projects available to Employees in Timesheet and Form Entry.

Suppress For Timesheets

On the Project Record, (on the Timesheets Tab) you have the option to Exclude a Project by ticking the Suppress for Timesheets option.