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Exact Synergy Enterprise   
 

Planning recurring days

Menu path

Projects à Reports à Search à Projects

Introduction

This page allows you to plan recurring days.

Roles & rights

  • To plan recurring days, you will require module YA1401 — Hour entry role or the Hour entry and Project manager role, security level 10 and above, and a specific user-defined role that is linked to the relevant field on the Professional services automation: Settings page. For more information, see Defining Professional services automation settings.
  • However, Employee self-service or CRM users will require module YA1401 — Hour entry role before they can be assigned the Hour entry and Project manager roles.

Notes:

  • For more details on function rights, go to System à Setup à Security à Function rights.
  • For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 250.

How do I plan recurring days?

  1. On the Projects: Search page, define the search criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlink under the Project column.
  4. On the project card, under the Project monitor section, click Planning.
  5. On the Project planning page, click Plan recurring.
  6. On the Plan recurring page, define the relevant fields.
  7. Click Submit.

Keep in mind: All fields with the "!" icon are mandatory.

Buttons

Fields

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 20.493.370
 Assortment:  Date: 18-03-2013
 Release:  Attachment:
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