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Expenses on closed/non-active projects

Dears,

I would need my team meambers to avoid charging new expenses on closed projects. When creating a new expenses, a big list of both current and closed projects appears, being possible to assign the new expense to a closed one. 

Is it possible to avoid this?

Best Regards,

Jose

Jose Diez Answered

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You can create a validation rule that will prevent a user from creating a new expense on an expense sheet tied to a closed project.  This may require a small amount of professional services or time from your quickstart package to implement, so please talk to your CSM about this.

Josh Santos 0 votes
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