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

As an administrator or existing project manager, you can specify 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 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.

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.

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.

2.3 Create new project by project manager

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 manager 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.

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 leder, 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 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.