I thought that the system would prevent me from posting a payroll transaction to a completed project (and completed task) but it allowed me to. I noticed I had FA Supervisor role so I removed that role from my access and did it again.
Does anyone know how to prevent this? I’m aware there are customers that want to be able to do this, but I’m trying to figure out how to prevent it.
Thank you
Best answer by Laura02
Hello
I noticed the following post where users voted to allow posting to completed project tasks - the opposite of your request.
In the above post, it’s mentioned that users in Financial Supervisor role may post to completed tasks. You have mentioned a different role, FA Supervisor - which I think means Fixed Assets.
Please confirm - do your users who are able to post to completed projects have Financial Supervisor role also? If so, you’ll want to remove that role.
Can you post a complete list of the roles your employees have, those employees who can post time to completed projects but should not be able to?
Thank you.
Laura
+19Hello
I noticed the following post where users voted to allow posting to completed project tasks - the opposite of your request.
In the above post, it’s mentioned that users in Financial Supervisor role may post to completed tasks. You have mentioned a different role, FA Supervisor - which I think means Fixed Assets.
Please confirm - do your users who are able to post to completed projects have Financial Supervisor role also? If so, you’ll want to remove that role.
Can you post a complete list of the roles your employees have, those employees who can post time to completed projects but should not be able to?
Thank you.
Laura
Hi
I’m trying to make it where we either cannot post to a completed project/project task or at least control it with a role. Removing FA Supervisor role did not prevent me from posting to the completed project.
Thanks
+1As Laura suggested, check your tenant for the role named Financial Supervisor, not FA Supervisor. If you are not a member of that role, see if you have the Admin role assigned to your user.
Hello,
According to our help articles:
A user can select the project tasks with the Completed, Canceled, or In Planning status on data entry forms only if this user has the Project Accountant role assigned to their user account on the User Roles (SM201005) form.
Project transactions can no longer be posted to a project with the Completed status.
The screenshot is from SalesDemo:
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
