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Difference between revisions of "Projects and time tracking"
| Line 8: | Line 8: | ||
#Manage different fees that users can select when booking hours. | #Manage different fees that users can select when booking hours. | ||
| − | ==Project permissions with project types== | + | ===Project permissions with project types=== |
To share a project with other users you have to create / edit a project type. | To share a project with other users you have to create / edit a project type. | ||
You can do this at: | You can do this at: | ||
| Line 20: | Line 20: | ||
#Write permission: The user may edit the project, create subprojects and book working hours. | #Write permission: The user may edit the project, create subprojects and book working hours. | ||
| − | ==Share a project with a new user / customer== | + | ===Share a project with a new user / customer=== |
You need administrator access to perform these tasks. | You need administrator access to perform these tasks. | ||
First you need to create a user at: | First you need to create a user at: | ||
Revision as of 09:41, 15 January 2009
With the projects module you can easily manage project information in one place and keep track of worked hours, material usage and travel costs. You can also share projects with customers and co-workers.
Contents
Permissions
The module permissions are organized in the following way. Only if you have 'Manage' permissions for the module you can:
- Create projects at the top level
- Manage project types. With project types you can manage the permissions of individual projects.
- Manage different fees that users can select when booking hours.
Project permissions with project types
To share a project with other users you have to create / edit a project type. You can do this at:
Projects -> Settings -> Types
A type has three permission types:
- Read permission: The user may view all project information
- Book permission: The user may only book working hours
- Write permission: The user may edit the project, create subprojects and book working hours.
You need administrator access to perform these tasks. First you need to create a user at:
Admin menu -> users -> Add
You must give the user access to the projects module.
Then you must create a project type at:
Projects -> Settings -> Types -> Add
Add the new user to the project type and optionally other users that need access to this type of projects.
Now create a project with this type or update one with it. This project will be available to the new user.
Create a subproject
You can create subprojects by selecting a project and click the "New" -> "Subproject" menu item from the project information panel.
