Restricting Time Entry on Project Tasks

You can choose to limit who can enter time transactions and how they enter them.

Restrict time entry and expense entry on a project to only personnel associated with the project.

To restrict time entry on project records:

  1. Go to Lists > Relationships > Projects.

  2. Click Edit next to the Project you want to restrict.

  3. On the Project record, click the Preferences subtab.

  4. Check the Limit Time and Expenses to Resources box to restrict time entry against this project. When you check this box, only assigned resources can enter time for this project's tasks. Also, only assigned resources can enter expenses for the project.

  5. Click Save.

For information on how to assign resources to projects, see Assigning Project Resources.

Role Restrictions

You can choose to restrict time entry for a role. Then, you restrict personnel to enter time for only themselves or their subordinates using role management. NetSuite recommends that time primarily be tracked from the Employee Center role or a role with similar time restricted permissions. Implementing this best practice maintains approval and status preferences.

Note:

Only Administrators can edit roles to restrict time entries.

Restrict time entry for a role:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Click Customize next to the role you want to restrict.

  3. Enter a new name for the restricted role.

  4. On the Role page, in the Employee Restrictions field, select self and subordinates only.

  5. Click Save.

  6. Repeat steps 2 through 5 for each role you want to restrict from being able to enter time for every employee.

You must update your employee records to assign the restricted roles. For more information, see Assigning Roles to an Employee.

For the roles that you customize, additional areas of NetSuite are restricted based on the selection you’ve made. For more information, see Setting Employee Restrictions.

Related Topics

Managing Time and Expenses for Project Resources
Entering Time Against Projects
Entering Project Expenses
Approving Time and Expenses for Projects
Assigning Project Resources
Project Management Reports

General Notices