CASE 1: Limited employees charge limited expenses
In this example, only two employees can charge a project, and they can charge only labor and expenses, not including entertainment expenses.
Scenario:
Project SF100 begins on September 1, 1995. The only people working on the project are Donald Gray and Amy Marlin; therefore, they are the only employees who can charge to the project. They can charge only labor and in-house recoverables; however, computer expenses are not allowed. All charges are billable and reimbursable by the client.
Setup:
You create Project SF100 and create all tasks as billable. You enter project level transaction controls in the options regions of the Projects, Templates window as follows:
Transaction Controls entered for: Project
Resulting Transactions:
Amy Marlin and Donald Gray can charge only labor and in-house recoverables. All in-house recoverables except computer charges are allowed. All charges are billable as defined by the billable field.
Supplier invoices, expense report charges, and other costs are not allowed. No employees other than Marlin and Gray are allowed to charge.
