Project Leader Permissions

A project manager has the permission to evaluate all times recorded on his project/task. You can define whether project managers are granted to evaluate individual tasks or all tasks.

1. Assign project managers for individual tasks

2. Assign project manager for all tasks

3. Evaluate as project manager

1. Assign project manager for individual tasks

1.1. Giving project leader permissions

In order to grant a user project leader permissions, open the settings of the user in the menu "Administration/Users". In the tab "Rights" you can activate "Is Project Leader".

Project leaders don't have to be granted "Add Tasks" but in most cases it will make sense.

Administrators aren't project leaders by default. If you'd like to assign an Administrator as a project leader to a project, e.g. in order to receive budget warning emails, you have to grant the Administrator with project leader permissions.

1.2. Assigning project leaders

As an administrator or existing project manager, you can assign one or more project managers for tasks. The project leader has the overview of all hours that will be tracked for the task. To define a project leader got to "Tasks". Choose the task you want to assign via "Edit task" and click in the tab "Project Manager", then "Assign Project Manager". Now you can choose the project leader.

1.2.1 Project leader as employee

NOTE: The project leader is not automatically assigned as user/employee.

If the project leader also should record time for the task, you have to manually assign him or her as a user.

1.2.2. Inheriting project leaders to subtasks

Project leaders will be inherited by subtasks. An example:

Customer

  Project 

    Task

If you assign a project leader for "Customer", the employee will automatically also become project leader for "Project" and "Task". You cannot remove the project leader from the subtasks. But, you can add further project leaders on subtasks.

1.2.3 Create new task by project leader

If a project manager creates a new main task, he can assign himself directly when creating it. A later assignment is not possible or must be done by the administrator.
If the project leader creates a subtask for a project in which he is already project manager, he is automatically assigned as project manager.
If the project manager creates a subtask in another project in which he is not project manager, he can assign himself as project manager when creating the subtask.

2. Assign project manager for all tasks

To assign an employee as a project manager for all tasks open the user properties of the employee. In the "Rights" tab you can activate the permission "Is Overall Project Leader".

You can also specify here whether he should get the "Add tasks" permission.

3. Reporting as a project leader

The project leader can create reports of all times that have been tracked for tasks where he is project leader, no matter which organization the employees belong to.

Go to "Reports", in the tab "Project Time". Per default you will see all times for all tasks where you are a project lead.

In order to view time entries only for a specific task, choose the task concerned in the search mask. You'll get all entries that have been tracked from the employees assigned to this task.