Subject category: Resources
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Project Security

Default Project Security Roles are configured by your organisation during implementation. On an individual Project level, individuals with the appropriate permissions (e.g. project managers) can manage role permissions for the individuals assigned to their Project, and for 'guests' to the Project.

Security Configuration Workshop

This Configuration Workshop paper is one of a series that we will work through with you in order to finalise the configuration of your populated database prior to training and roll-out.

Timesheet Management Guide

This guide has been written for people who administer i-lign Timesheets in their organisation.

Homepage & Timesheet Cheat Sheet

This one-page cheat sheet provides essential information about using the My Work and Timesheet tabs on your Homepage.

Restricting Project Access

There may be individuals in your organisation (e.g. contractors) who should only see Projects to which they're assigned. You can quickly make this so.

Setting Up Overhead Tasks for Timesheets

The Overhead Task List in Set-up allows managers to assign Overhead Tasks to people in advance, for example, if it is known that someone will be working on BAU for a period of time.

Setting Permissions for Project Financials

Permissions to create, delete and edit Project Financials are managed via the Project Menu, accessible from the Project Snapshot.

How are Timesheets Pre-Populated?

When you access a Timesheet for the first time, it is populated with the Tasks, Projects and Activities to which you're assigned in that week. When you return to that Timesheet, it will display its original population. However, you can reset a Timesheet by clicking the Replace All button.

Importing Timesheets

i-lign allows the import of timesheet data from a timesheet system. You can import time for multiple weeks and multiple resources in one file.

Managing and Approving Timesheets

To manage, review and approve Timesheets, go to the Work Owned tab of your Homepage, or click on Timesheets to review under My List on your Work Assigned tab.