Employee has been allocated 4 hours of work against a project. How do I lock the system so that the employee can enter only 4 hours against that project?
This can be achieved by the following:
- Open the Allocation & Forecasting screen in BQE CORE.
- In the Show: Employee mode, assign 4 hours to an employee against the selected project and activity.
- Make sure the start date is set accordingly. Click Done. Check Allocate Tasks by Resource for details.
We now need to apply the relevant rule to this project:
- Open the Projects screen and select the relevant project on the grid.
- In its detail view, go to the Settings > Assignment tab.
- Click Add Rule and select Prevent time entry after reaching allocated hours to cap the employee at the allocated hours.
Note: If you also want to make sure entries can only be made against the allocated activity and resource, and only within the allocation's scheduled dates, add the rule Restrict time entries to allocated activities for allocated resources during scheduled period as well. The two rules can be applied together for a complete lock. - Click Add and save the information. Check Assign Rules to Projects for details.
- To test if this works, go to the Weekly Time Card screen.
- Filter the data by the relevant employee and project.
- Try entering more hours than the allocated value, i.e., 5 hours. On clicking Save, you are notified about the exceeding hours and cannot save the entry.