Only Display Scheduled Assignments

The Only Display Scheduled Assignments feature permits a manager or administrator to hide a project's task assignments from time entry users when the date is outside the task assignment’s scheduled Start and Finish dates.

This is useful when a manager wants to temporarily remove an assignment for an employee without removing any budgetary information associated with that Project/Task/Employee.

Prerequisite:

• Task assignments must have been assigned date ranges (Start and Finish) using the Project Planning tool or the Budgeted Time & Costs view.

1. Select Project Assignments from the menu (Menu > Views tab > Employees & Projects > Project Assignments).

2. Locate and click on the project for which only scheduled assignments will be shown to time entry users.

3. Click the Properties button on the toolbar.
    

Locate the Task Assignments area for the project:

To only show a user their scheduled assignments:

Hide Tasks: Check this option to simply reduce the list of available tasks displayed in the time entry's assignment tree to only those tasks scheduled to be worked on during the displayed week. With the Hide Tasks option, tasks are simply "out-of-sight". If required, employees can still track time against these hidden tasks by using the time entry's Show All function.
 

Example:

A task/employee assignment has a Start date of Monday, March 27 and a Finish date of Wednesday, April 12. With the Hide Tasks option checked, the assignment will not be displayed in the time entry's assignment tree when the week displayed is not between March 27th and April 12th.

To prevent time entry outside a task’s start and finish dates:

Prerequisite: The Hide Tasks checkbox must be selected.

Prevent Entries: Check this option to completely prevent time entry users from tracking time against tasks when the tasks are not scheduled to be worked on. When the Prevent Entries box is checked, tasks not scheduled for work, during the displayed week, are not displayed in the time entry's assignment tree. Tasks scheduled for work during only a portion of the week are displayed in the assignment tree but are only available for time entry on those days that fall within the task assignment's date range.


Example (same as above):

A task/employee assignment has a Start date of Monday, March 27 and a Finish date of Wednesday, April 12. With the Prevent Entries option checked, the assignment will not be displayed in the time entry's assignment tree when the week displayed is not between March 27th and April 12th and will not be available for time entry prior to March 27 or after April 12.