Project Leader Permissions

1. Giving Project Leader Permissions

In order to grant a user project leader permissions, open the settings of the user. 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.

2. Assigning Project Leaders

You can define for each new and all already existing tasks a/more project leaders. The project leader has the overview of all hours that will be tracked for the task. To define a project leader click on the small wheel right next to the task. Choose "Edit task" and click in the tab "Project Lead" on "Assign Project Leader". Now you can choose the desired project leader.

The project leaders appear automatically also in the tab "Assigned To", that means they can't only evaluate all times they can also track times for this task. You can remove the automatically assignment at any time.

2.1 Project leader as employee

A project leader will be automatically added as an employee to the task as well. This means that the project leader is not only able to report time for his project but that he can also track time on this project. If the project leader won't work on the project you can remove him from the assigned users. To do so open the tab "Assigned to" and click on the "X" icon left to the first name of the project leader.

2.2. Inheriting Project Leaders to Sub-Projects

Project leaders will be inherited to 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.

3. Reporting as a Project Leader

The project leader can create reports of all times that have been tracked for the task, no matter which organization the employees belong to. Go to "Reports", in the tab "Project Time". You see the field "Task", choose the task and click "Filter". You'll get all entries that have been tracked from the to this task assigned employees.