Project Setup
A new setup form will be added where user can manage project records through Magnar interface.
To work with projects, go to Payroll>> press on Projects Menu to open a list of projects where authorized user can edit and add new ones.
To add a new project, press “Add” to open the new project form
Projects:
Name | Type | Is Mandatory | Description |
ID | int | - | Auto generated |
CompanyId | Int | - | Autofilled based on company context |
Code | text | yes |
|
Name | text | yes |
|
StartDate | date | yes |
|
DueDate | date | yes |
|
Status | option | yes | (Not Started, In progress, Closed) |
CostCenter | Option (Multiselect) | no | Selecte From list of Cost centers |
ProjectManager | Drop Down List | Yes | Select From employees list |
Username | - | - |
|
CreationDate | - | - |
|
ModificationDate | - | - |
|
Project Resources:
Name | Type | Is Mandatory | Description |
ID | int | - | Auto generated |
ProjectId | int | - |
|
EmployeeId | text | yes |
|
Status | checkbox | yes | Active, Inactive |
CreationDate | date | yes |
|
ModificationDate | date | yes |
|
Worksheet
Each employee should be able to submit his worksheet on daily basis from Magnar ESS worksheet form.
To work with timesheet, user should get to ESS press in timesheet link to open a list of login employee records. User can manage records and can also submit new ones.
When selecting the employee all the records related to him will be displayed. To add a new record press “New” to open the new record tab
Project: display a list of all the projects that the selected employee in the previous form assigned to. If the login user does not has read permission on some project, he will not be able to see it in the projects list.
User can filter timesheet by date and project.
To add a new record, user can press on add to open popup with new record fields.
Form authorization follow the application authorization:
Name | Type | Is Mandatory | Description |
ID | int | - | Auto generated |
CompanyId | Int | - | Autofilled based on company context |
EmployeeId | int | - |
|
Date | date | yes |
|
Duration | double | yes |
|
ProjectId | int | yes |
|
CostCenterId | int | - | (filled from dimension4 cost centers list) |
Description | Multiline text | no |
|
Username | - | - |
|
CreationDate | - | - |
|
ModificationDate | - | - |
|
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article