How do I use Department to limit links between Users and Projects?

You can use the Department setting to identify Users and Projects by a company Department code. This facilitates both the automatic linking of users to projects and the reporting of users and projects by a department category. 

Enable Department Setting

TimeSite Pro allows you to identify that Departments are to be specified for Users and Departments in the Settings screen. Go to Settings > System Settings > Features and enable the setting Enable department allocation for users and projects, click Save. 

Set Up Company Departments

Go to Settings > Company Setup and the Department edit menu will be available. You can add a new department record, edit an existing record or delete department records. 

Set Department in User and Project records

You can now allocate your users and/or projects to a company department. 

Go to Admin > User > [select user] > Settings to update the user's Department attribute. 

Go to Admin > Project > [select project] > Profile to update the project's Department attribute. 

Use Department to Manage Auto-Linking

You can use the Department attribute to restrict the Auto-Linking of users to projects. See Restrict Automatic Linking via Department in the help article on Project-User Linking, Basic Subscription. If no Department is specified for a user or project then all records will be linked. 

Using Department in Enquiries

You can use the Department attribute in Enquiries to Group and Total by Department. Go to Enquiry > Show report builder > Group and Total, select and drag either Project Department or Resource Department to the Group by box to group and sub-total your report by this attribute.