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NickVa7
Level 9
July 15, 2020
Question

Allow users to log hours under different roles

  • July 15, 2020
  • 3 replies
  • 750 views

Hi WF Community,

Does anyone know if it's possible to allow users, users who have multiple roles assigned to them, to determine what role they want to associate with hour entries? I know that in Advanced Assignments you can specify what role the assignee will use for a specific task/issue; however, what if a user logging time to a task or project isn't assigned to anything? E.g. our project owners might want to log time to Task A, because they are managing it (not executing it), but they are not assigned to it.

Thanks.

Nick

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    3 replies

    SarahNau
    Adobe Employee
    SarahNauAdobe Employee
    Adobe Employee
    July 9, 2021

    Hey Nick - just trying to figure this one out myself today! Did you figure anything out?

    Thanks,

    Sarah

    N
    NickVa7Author
    Level 9
    July 9, 2021

    Hey Sarah!

    Nice to hear from you.

    We use secondary roles for users, and it automatically allows them to select what role they want to log hour entries against.

    If you edit a user record, you'll find it under the Resource Planning section, and specifically the Other Roles field. Then, when that user is on a task or issue, or their timesheet, they'll see a drop down with the roles they're assigned to.

    Cheers,

    Nick

      SarahNau
      Adobe Employee
      SarahNauAdobe Employee
      Adobe Employee
      July 9, 2021

      Aha - I found that little setting in timesheet preferences - thank you!!

      N
      NickVa7Author
      Level 9
      July 9, 2021

      Oh right, that additional setting too (ssign Job Roles to hour entries manually.)! Got catch.

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