How To: Set work type verification per Resource Group

Per Resource Group Work Types can be set in order to have more control over the type of work for which the Resources in that group are allowed to record time.

Type Resource Groups in the Search box and select Departments/Resource Planning/Resources/Resource Groups.
On the Navigate tab locate Work Types and click to open the Resource Group Work Types. Select the work types for which the members of the resource group are allowed to use in the Timecard.

Set Work Types from a Master Template

In a Master template the Work types can be defined for each Job Task:

Open a Master Template and select the Job Task line to which you want to add Work Types.
From the Lines Menu select Work Types to open the "Master Template Work Types" list.
Select one or more Work Types that are valid for the Job Task.

When this template is inserted in a Job the Work types will be copied to the Job Task Work Types. In Job Task Work Types you can modify, add, delete work types specific to the Job Task.

When the Job Task status is changed to EXECUTE an Action Handler creates the Resource Task. When Work Types are specified for the Job Task they are copied to the Task Work Types.

When the Work types are specified on the Resource task they are validated in the Timecard. A user can only select the work types as specified on the resource task.

How To: Set work type verification per Resource Group

Set Work Types from a Master Template

See also