Edition: Professional, Business, Enterprise
User-level: All user levels.
When entering a timesheet, you need to select a project, stage and task. Synergy allows you to create a list of standard timesheet tasks that can apply to any stage of a project. By restricting tasks, you can prevent staff from using these standard tasks and ensure they only enter time against tasks created under the specific stage in the work breakdown.
How to restrict timesheets to specific tasks
Organisation menu > Projects
Open the project you want to edit
Project menu > Plan > Work breakdown
Select the edit pencil to the right of the stage you want to restrict to specific tasks > View details
Check the 'restrict to specific tasks' checkbox
Save in the top right-hand corner & save again in the top right of the WBD
If unchecked, this option allows staff to enter in their timesheets both the custom tasks entered in this work breakdown and the standard timesheet tasks.
If checked, then staff can only enter in their timesheets the custom tasks entered in this work breakdown.