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Project/Project Task Setup

Since all time registrations are made to a project and a project task there is some setup involved in those tables. In the project page you can decide the approval method for each of the Project Tasks of that Project. This setup is also available through the Assisted Setup

It is recomended that each project has a designated Project Manager

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There are currently 3 approval methods for time registrations.
This can be controlled independantly for each Project Task as seen below.

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The methods decide which person will have to review the registrations made to the project.

  • Project Manager

    • The project manager will have to review every registration made to the project task.
    • The project manager can be set in the Project Manager field of the Project.

  • Resource Mentor

    • The mentor of the resource who created the time registration will have to approve the time registration.
    • The mentor can be set in the Mentor User field of the Resource Card.

  • No Approvals

    • The registrations made to this Project task will not need to be approved before being ready to be billed. They will automatically be included in the billing process.