Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Expense Claim line - add Project drop down option, in addition to drill down (similar to TS line)

To add drop down in Exp lines, similar to TS lines

  • Guest
  • Feb 14 2023
  • Already exists
Business Impact

it will be more convenient for users to fill in expenses and reduce probability to pick up wrong project

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  • Admin
    Jeff Suwyn commented
    15 Mar, 2023 07:42pm


    The expense sheet entry can have the project list limited similar to timesheets by using project permission. You can choose setup the option to use project permissions on the project card | permissions fast tab. If you choose Limit Time Entry to Project Permissions set to TRUE. Then setup permissions (Project | Permissions), add the appropriate resource and check 'Timesheet'. Although it says 'timesheet' the settings also apply to expenses.