Project - Authorisation is part of Masters > Projects > Edit. In Authorisation you can add resources to a project which you can authorize per resource-activity and set a commercial and cost rate.
Only authorised users can book time on the specific project activity. The commercial and cost rate are the rates used in planned and actual hours.
Important: Users are automatically authorised the moment they're planned on the activity.
Note: The option 'Always authorise resources' in Masters > System settings > Other settings, allows resources to be authorised to ALL activities at once, when planned on one of the activities.
1. Add resources
The button 'Add resources' is used to add resources to the project.
2. Delete resources
select one activity-resource line of the user you want to remove and click 'Delete resources'
3. Authorise resources
Only authorised users can book time on the specific project activity.
Click on the red sphere-icon at the beginning of the resource-activity line to authorise the user to that activity. The sphere-icon turns green.
Select a resource-activity line and click the button 'Authorise'.
4. Block resources
Click on the green sphere-icon at the beginning of the resource-activity line to block the user to that activity. The sphere-icon turns red.
Select the resource-activity line and click the button 'Block'.
5. Change rates
Select a resource-activity line and click the button 'Change rates'. A popup appears were you can set the commercial and cost rate.
The set rates are used in the planned and actual hours. They given Reports, Query and Summary insight in costs and commercial value. The commercial rate is also used in invoicing when charged by costing.
When adding a resource-user to the project the commercial and/or cost rate is copied of the master resource or else the commercial rate as set in the resource position.
The commercial rate set in Project - Authorisation is overruled if the option Budget rate is fixed commercial rate in activity details, is active.
- Show all resources per activity - Type the activity code or name in Authorisation search and select it.
- Show all activities per resource - Type the resource name in Authorisation search and select it.
- Change multiple items - Select multiple items using the CTRL(CMD)-key. Once selected click the function you want to perform: Change commercial rate, Block, Authorise.