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A way to give users billing rights on all projects

This is a question that likely violates many "best practices"...but, is there a way to allow certain resources to bill to any project, regardless of whether or not they are added as a resource?

Currently, we have 2 machinists that often help out by fabricating parts for jobs that come in as "rush" from our customers. Sometimes the engineer has a chance to add them as a resource before giving them the part, but often times, they do not. This means that our machinists cannot bill their time right away, and has resulted in some lost billing time.

We are working on our system for job setup and machine work management, but is there a way to allow these to users to bill to all projects, without adding them as a resource on all projects?

Thanks!

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Hi Ashley,
Always happy to see great use cases from you :-)

You can add a custom action (that is even potentially visible only for these team members) that will let them choose the task and enter time right away through a form.
The actions in that custom action will be the following:
- add this member as a resource (if he is not a resource already, and for that you can use the function HasRole)
- add a timesheet entity for that user on that task

makes sense?

Regards
Rachel

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Hi Rachel,

Thank you for the tip! It is a great help! One bug though: if the resource is not already added on the task, how can they search and find this task on which they will run the custom action?

It is hard for me to test this becuase I am an administrator on our account, but I believe users can only see projects on which they are a resource. So if they can't find the task or project they want to bill against, how will they run this CA?

Thanks so much!

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Hi Ashley,
You are right. For some reason, I mixed it with the permissions levels we are supplying in 5.4 (which among higher permissions level, it will also enable you having an option to open the search window for all entities)

In such a case, can these users be added automatically as reviewers at the project level? that would be enough for them to be able to find these tasks (it can be done part of the template or a workflow rule)

Regards
Rachel

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I hadn't considered adding them as a reviewer on all projects! Good thought! Thanks!

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