Prerequisites
Before proceeding, ensure you have an admin role.
Step-by-Step Instructions
Step 1: Manage Privileges
Click on your name located on the top-right corner of the screen.
Select "Admin" from the dropdown menu.
Click on "Configurations" in the admin panel.
Choose "Manage Privileges" from the configuration options.
Step 2: Customize Access
Edit an existing privilege to give access to the Job Project or create a new one that includes access to the Job Project.
Within the privilege settings, select "Job Project" to enable this feature and save the changes.
Once the privilege is updated, on the Standard side you should be able to view the "Projects" option on the left side menu.
FAQs and Troubleshooting
What does enabling Job Project allow me to do?
Enabling Job Project allows you to set up and manage job projects, track expenses, and allocate budgets effectively within ProcureDesk.
Can I make Job Project a mandatory field for users?
Yes, after enabling the Job Project feature, you can configure it to be a mandatory field for users. (Configurations > Company Settings > Purchase Order > Make Job Project Mandatory)
Can I submit job projects for approval?
Yes, you can create approval workflows based on job projects.