Allocating Projects to users

When users are allocated to multiple projects, administrators can configure the allocation of projects so that users can see only those projects they are working on.

To allocate projects to users:

  • Click HRM > Projects > Allocate Projects.

  • Select the User for allocation to the project.

    expenses select user

  • When you select a user, you can see all the projects listed in the Available Projects list.

  • Select the projects to be displayed or removed by clicking the project. Holding down the Ctrl key allows you to select more than one project. Click the button to move the selection to the Allocated Projects section or the button to move the selection to the Available Projects section. Click to move all the selection to the right and click to move all the selection to the left.

  • Finally, click Save to allocate them to the user.