Manage resource filtering

You can use resource filtering to choose which resources can enter timesheets and expense claims on behalf of other resources.

Note: A resource can always enter their own timesheets and expense claims.

You can specify which resources can enter timesheets and expenses for each other. You can do this using the Manage Resource Filtering window or via the resource record.

You set up two lists of resources:

Can enter for.

These are the people (other resources), that this resource can enter timesheets and expense claims for.

Can be Entered By.

These are the people (other resources), that can enter timesheets and expense claims on behalf of the specified resource.

Once you have saved a list for one resource, the resource lists of the other resources are also updated. For example, Bill can enter timesheets and expense claims for Ian. You add Ian to Bill's Can enter for list. Once saved, Bill is automatically added to Ian's Can be entered by list.

To activate resource filtering, you must:

Select Filter Resources on each resource's record. If this is not selected, the resource will be able to enter timesheets and expense claims for all other resources.

Examples of filtering options

Filtering options	To set up
This person can only enter timesheets and/or expense claims for themselves.	Clear the Permissions options in this person's resource record.
Other people cannot enter timesheets and/or expense claims for this person.	Select Filter Resources on this person's resource record. Make sure no resources are listed in the Can be entered by list for this person.
This person can enter timesheets and/or expense claims for all other people.	Select the relevant Permissions in this person's resource record. Do not select Filter resources on their resource record.
This person can enter timesheets and/or expense claims for selected other people.	Select the relevant Permissions in this person's resource record. Select Filter Resources on this person's resource record. Add the other people to the Can enter for list for this person.
Selected other people can enter timesheets and expense claims on behalf of this person.	Select the relevant Permissions in the other people's resource records. Select Filter Resources on this person's resource record. Add the other people to the Can be entered by list for this person.

To set up resource filtering

Open: Project Accounting > Project Maintenance > Manage Resource Filtering.

Select the resource from the Name drop-down list.

Select the Can enter for tab.

Choose the other resources that this resource can enter timesheets and expense claims for.

Add

Select this to add individual resources. Select the resources from the list.

The resources are added to the Can Enter For list.

Add From

Select this to copy a list of resources.

Select the resources whose lists you want to copy.

The resources are added to the Can Enter For list.

Remove

Select this to remove a resource from the list.

Select the Can Be Entered By tab.

Choose the other resources who can enter timesheets and expense claims for this resource.

Add

Use this to add individual resources.

Select the resources from the list. These will be added to the Can Be Entered By list.

Add From

Use this to copy a list of resources.

Select the resources whose lists you want to copy. These will be added to the Can Be Entered By list.

Remove

Select this to remove a resource from the list.

Click Save to confirm.