Clarity

  • 1.  Can you cap and/or force a resource to book a certain number of hours in 14.2?

    Posted Apr 22, 2016 02:46 PM

    We have a few different scenarios and would like to know if you can cap and/or force a resource to book a certain number of hours?



  • 2.  Re: Can you cap and/or force a resource to book a certain number of hours in 14.2?

    Posted Apr 22, 2016 06:12 PM

    The easiest way to accomplish this is to set up a process that runs upon Submit of the timesheet.  You could set up rules in the process so that any timesheet that has less than a parameter number, or more than a parameter number will be Returned.  Depending on how fancy you want to be, you could include a notification email to the submitter and/or his/her manager, and you can set up different rules for different classes of users (contractors, exempt employees, hourly employees, etc.

    John



  • 3.  Re: Can you cap and/or force a resource to book a certain number of hours in 14.2?

    Posted Apr 22, 2016 06:28 PM

    Check out the Conditional Automatic Approval process that ships with the application. It automatically approves if the timesheet hours are between 30 and 50. Use it as a jumping point for additional configuration.

    (The resource object can be added as a linked object in case you need to branch based on resource attributes)



  • 4.  Re: Can you cap and/or force a resource to book a certain number of hours in 14.2?

    Posted Jun 09, 2016 10:26 AM

    I see this on a mass level - but cannot figure out how to do it based on an individual resource. 



  • 5.  Re: Can you cap and/or force a resource to book a certain number of hours in 14.2?

    Posted Jun 09, 2016 11:08 AM

    Add min and max hours as attributes to resource, add resource as a linked object and use the attributes for your process.