In Productive, you can control who tracks time and logs expenses against specific services in a budget by restricting these actions to certain people or service types.
This ensures accuracy in time entries and expense tracking, aligned with your needs.
This article covers two methods to implement these restrictions: by person and by service type.
Method 1: Restricting by Person
This method allows you to assign specific individuals to services within a budget, limiting time tracking and expense logging to those people only.
Step 1: Enable "Restricted by Person"
Open the budget sidebar.
Click on Tracking type: Restricted by person.
Step 2: Assign People to Services
In the budget editor, you'll now see the Person column.
Assign one or more budget members to each service. Only these individuals will be able to track time and log expenses against the assigned service.
If you do not assign anyone to the service, the restriction will not apply, meaning that everyone on the budget can track time and log expenses against the service.
Method 2: Restricted by Service Types
This method allows you to assign service types to people, and then restrict tracking time and logging expenses based on these service types across all budgets where this restriction is enabled.
Step 1: Set Up Users
Go to Resourcing > Employees.
Open the user's Info tab, locate the Service Types field and click it.
In the pop-up menu, assign one or more service types to the user.
Step 2: Manage Service Types
Go to Settings > Service Types to view and edit your service types.
You can assign or reassign people to each service type as needed.
Step 3: Set Up the Budget
Open the budget sidebar and click on the gear icon to access additional settings.
Select Restricted by service type.
Open the budget editor and make sure that each service in your budget is assigned proper service types. Only those with the assigned service types can track time and log expenses against these services.
