A user does not need to be assigned or subscribed to a project in order to bill time/expenses towards it. As long as the user has access (which means access has not been removed under the User Access/Client Access tabs) then they can add time/expenses for them.
Articles in this section
- How do I add a new Project?
- Can I move a project from one client to another?
- How to Permanently Delete a Project
- Project Billing Methods?
- How do I add a contact for a project?
- Can I make a Project Non-Billable?
- Client Level Email on Invoice for a Project
- Can I change the invoice Attn or address per project?
- Can I assign a project to multiple clients?
It doesn't make sense to me to allow entry based on "client" as opposed to based on "project." Imagine your client is Microsoft, and they have a contract for a new building, an employee lawsuit, and a pending acquisition. Those would all be different teams, different work product & schedule, different billing strands, but all the same client. Why can't we limit access at the project level?
Hello Erica, you limit access per Project as well. Click here for instructions: https://bill4time.zendesk.com/entries/28664540-Can-I-allow-a-user-to-only-see-certain-projects-under-a-client-instead-of-all-of-them-
I was *just* looking at that answer! We will test the work-around. It would be helpful if the CSR/Support folks had this answer too. I have been trying to find an answer for two weeks and was fully prepared to abandon Bill4Time if there was no answer. Thanks!
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