Team members assigned to a project are allowed to enter time and expenses against that project.
All users are assigned to all new projects as a group, by default. If you don’t want all resources in your system to see the project in their timesheets and expense sheets, you can remove this group.
To remove the All Users assignment:
You can assign individual users, whole departments, or role-based placeholders to a project.
Assignment of placeholders and departments is only available with products that include resource management.
To add team members:
Filter or search the list, if necessary. Click Add Selected when you’re done.
You can add multiple groups, but you will have to click the Add Department button each time.
Click Save when you are done.
All existing team members will automatically be assigned to any tasks you add. But, if you add a new team member after creating tasks, the new resource will not be automatically assigned any tasks.
Therefore, if you want all team members to be assigned all or most tasks for a project, you will save time by adding the project team first.
No. If you want to assign only part of a department to a project, you must assign each resource individually.
You might want to prevent some users from accessing the project in their timesheets and expense sheets. Or, you might want to add individual users in addition to the All Users assignment to set up unique billing rates that only some users can use. Plus, you can only allocate individual users.
Allocations are only available if you’re using RepliconPSM and RepliconPPM or the Resource Management app. When you assign a resource, you can choose what tasks they are allowed to work on. When you allocate a resource, you can choose when they work on any given task.