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Exact Synergy Enterprise   
 

Planning timeframes

Menu path

Projects > Reports > Search > Projects

Introduction

This page allows you to plan timeframes.

Roles and rights

  • To plan timeframes, you will require module YA1401 — Hour entry role or the Hour entry and Project manager role, security level 10 and above, a specific user-defined role that is linked to the relevant field on the Project hours: Settings page, and you have to be linked to the project. For more information, see Defining Professional services automation settings.
  • However, Employee self-service or CRM users will require the license 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 > Setup > Security > Function rights.
  • For more details on roles, go to System > Setup > Security > Roles.

What version are you using?

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

How do I plan timeframes?

  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 in the Execution column.
  5. On the Project planning page, click Plan timeframe.
  6. On the Plan timeframe page, define the relevant fields.
  7. Click Submit.

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

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      Related documents

    1.      
       Main Category: Attachments & notes  Document Type: Online help main
       Category:  Security  level: All - 0
       Sub category:  Document ID: 23.886.455
       Assortment:  Date: 22-03-2024
       Release: 250  Attachment:
       Disclaimer