Customer Projects/Rates is used to assign projects and chargeable
rates for a customer. This is required to create "Time Entries".
Notes
A customer must have at least 1 project in
order to enter time against the customer.
Steps to create a
Customer Projects:
-
Tick the box next to
the project to select a project.
-
Click on the
"Add Selected Projects" button at the bottom to add the project.
-
Click on the "Save"
button.
To remove a project, select the
project under "Assigned Projects", click on the "Remove Selected Projects" button
and "Save".
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.
"Project and
Activity" rate is depicted from "
Project" and " Activity "
maintenance.
"Employee Rate" will use the rate set
under "User
Maintenance".
"Use this Rate" will use the defined rate
for time entries.
"Rate is Editable"
- If this is enabled all users will be able to change the default rate
when creating time entries.
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