Department / project
Purpose
- Tag transactions and stock value by department or project so reports can split the same company.
- Optionally restrict a user so they only see assigned projects.
- Screen: Account Setup → Department / Project. Needs permission pro_new.
- There is no live wizard. Ask “how to maintain department or project”.
Before you start
- The user who will be limited must already be allowed into this company. Company access comes first. See Users, groups, and roles.
Create or edit a project
- Account Setup → Department / Project.
- New Department / Project, or open a row from the listing.
- Fill Code (required), Description (required), and Project Value (required). Tick Active.
- Click Save.
Assign which projects a user can see
- On the listing, click the person-with-a-tick icon.
- Select the user.
- Tick the projects they may access. Untick to remove.
- Click Save. Repeat for the next user.
- Users who can access the company and have no project assignment can use all projects. After you assign one or more projects, that user is limited to those ticks.
- Maintain Stock Value can take a project when you need stock by project.
If something goes wrong
- No Department / Project menu. You need permission pro_new. Ask the owner.
- A user sees every project. They have company access and no assignment. That is expected. Assign ticks to restrict them.
- A user sees nothing. They are assigned but every tick was cleared, or they lack company access.