Manage project filtering

You can use project filtering to make sure your resources can only enter timesheets and expense claims for those projects that they are working on.

To activate project filtering, you must select Filter Projects on each resource's record. If this is not selected, the resource will be able to enter timesheets and expense claims for all projects.

You can set up project filtering by either project or resource.

What do you want to do?

Set up project filtering by project

Open: Project Accounting > Project Maintenance > Manage Project Filtering (by Project).

Select the project from the Code drop-down list.

Add the relevant resources to the project.

Add

Select this to add individual resources to the project.

Select the resources from the list, then click OK.

Add From

Select this to add the resources from other projects.

Select the projects whose resources you want to add, then click OK.

Remove

Select this to remove the highlighted resource(s).

Click Save to confirm the changes.

Set up project filtering by resource

Open: Project Accounting > Project Maintenance > Manage Project Filtering (by Resource).

Select the resource from the Code drop-down list.

Add the relevant projects to the resource.

Add

Select this to add individual projects to the resource.

Select the projects from the list, then click OK.

Add From

Select this to add the projects from another resource.

Select the resources whose projects you want to add, then click OK.

Remove

Select this to remove the highlighted project(s).

Click Save to confirm the changes.