In Productive, you can make sure that all time entries are made against appropriate services or service types. In this article, we will go over two ways to achieve this.
Restricted by person
The first way is to assign a person to a specific service on a budget. This action only affects this individual budget.
First, select the "Restricted by person" option on your budget screen. To do so, open the budget sidebar and click on the Tracking type: Restricted by a person.
In the budget financials, you will now see the Person column where you can assign people (or a single person) to each service:
In this column, you can assign one or more project members to each service. After this is done, only the designated person will be able to track time against a service.
Restricted by service types
The other method is to assign a service type to a person. This will affect all budgets with active service type tracking.
Setting up the users
First up, head to a person's profile via Settings - Users. Select the menu option and click on "Assign service types":
A new menu will pop up, where you can assign one or more service types to this person:
Also, in Settings - Service types, you can see all your service types as well edit people assigned to each service type:
Setting up the budget
Next up, head to the budget in question. Select "Restricted by service type" on your budget screen.
To do so, open the budget sidebar and click on the Tracking type: Restricted by service type.
As usual, you will need to assign services to the budget.
Each of these services has a service type assigned to it - Development, in this case:
Only the people assigned this service type will be able to track time against these services.