You can have staff and managers whose time and expenses need checking and double-checking because they regularly misapply their hours to a project. On the other hand, maybe your budget or profitability information is inaccurate because someone charged the wrong activities. How do you get the right employees to record the right activities and expenses to the right projects? Just restrict who can charge activities and expenses to which project. BillQuick Online’s Project Control and Employee Control features let you manage this.
Project Control is a feature designed essentially for timekeepers, limiting who can charge time and expenses to a project. Employee Control has a wider scope and it applies throughout BillQuick Online. It works with Security to manage what information an employee can view and work with throughout BillQuick Online. The net effect is that lists are significantly shorter, resulting in faster time and expense entry. It also increases data accuracy because there is less chance for error. In case of conflict, Employee Control settings take precedence over Project Control.
You can turn off project control for a specific project by selecting the Turn Off Project Control check box in the Project Details screen's Rules section. This is especially helpful when you are implementing project control settings at a group level but do not want it for a particular project.
You can set up a project control for a project from its budget. You can also copy these settings to another project or a group of projects, thus saving a lot of time. Although project control is similar to employee control, however, it is restricted to only time and expense entry screens while employee control is a security feature that applies throughout BillQuick Online.
Project control also provides you with an option of changing the classification of assigned employees. The Classification field retrieves the job titles from the Employee screen. After you implement project control and assign employees to a project, their title can be changed to match with their responsibilities and role for the specific project. For example, Allen Marcello has a title of System Administrator in the Employee screen; however you can assign a different title, say General Manager, to him in the Project Control screen. This implies that Allen Marcello performs different functions on different projects. This classification can be used in a related SFS and also carried forward to reports and invoices.
When needed, BillQuick Online will first check the classification according to the Service Fee Schedule or Expense Fee Schedule assigned to a project and if none is found, will look for classification according to the Project Control screen and apply it. If no classification is found, the default employee title set in Employee screen will be used.
The Project Control settings configured in BillQuick are also applied to BillQuick Online. When you change the Project Control settings in BillQuick Online, they override BillQuick settings.