Selective assignment of projects to employees
Learn how to selectively assign only projects relevant to the employee.
Written by Bhavika Ghate
Updated over a week ago

What does this feature do?

  • This feature helps Admins to restrict the list of projects shown to an employee while creating an expense or requesting an advance/trip.

  • This helps Admins maintain abstraction about the different projects in the company, displaying only those relevant to that particular employee.

  • This also eliminates the possibility of employees selecting wrong projects (ones that they don't even belong to) while creating expenses, advance and trip requests.

  • Admins get to decide what projects are assigned to which users.

How to use:

  • Go to Organization Settings β†’ Organization β†’ Projects

  • Enable Enable selective assignment of projects to employees

Enable selective assignment of projects to employees
  • Now, Go to Employees β†’ Manage Employees page, then select an Employee you want to assign some projects to. The Edit Employee dialog box will open.

  • Under the Expense Details section, for the Allowed projects field, you can search and assign only the project(s) to which that employee belongs to.

  • There is no restriction on the number of projects that can be assigned to an employee.

  • Click on Save to save your changes once finished.

Now, only those projects assigned to the employee will show up when they're trying to create an expense or request for a trip/advance.

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