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Help > Link Web Applications Portal > Human Resource Management > Time Management > Time Setup > Customer >
Customer Projects/Rates

Customer Projects/Rates is used to assign projects and chargeable rates for a customer. This is required to create "Time Entries".

 

Notes

  1. A customer must have at least 1 project in order to enter time against the customer.

Steps to create a Customer Projects:
  1. Select the "Customer" from the list. This load the available "Project ".
  2. Tick the box next to the project to select a project.
  3. Click on the "Add Selected Projects" button at the bottom to add the project.
  4. Click on the "Save" button.
  5. To remove a project, select the project under "Assigned Projects", click on the "Remove Selected Projects" button and "Save".
  6. Click on the "Pencil" icon at the bottom to set a project rate. When a time entry is created for a customer, system will automatically update the rate based on this setting.
    1. "Project and Activity" rate is depicted from " Project" and " Activity " maintenance.
    2. "Employee Rate" will use the rate set under "User Maintenance".
    3. "Use this Rate" will use the defined rate for time entries.
    4. "Rate is Editable" - If this is enabled all users will be able to change the default rate when creating time entries.
      1. Users can enable edit access for specific users in a role. Enable access for "TM013 User can edit time entry rate" under "Linkweb - Global Administration - Role Menu Access".

Figure 1: Customer Projects/ Rates