Project history

The Project history tab of an employee’s record lists every project the employee has worked on, with the dates. The row without an end date is the employee’s current project. Billing, the month grid and the reports follow this history, so keep it accurate.

From the side menu, open Employees › Employees, click the employee, then the Project history tab.

Columns

• Project: the project name with its code.
• Start date
• End date: the date the assignment ended, or Current when it is still open.
• Actions: Edit and Delete.

The table shows 10 rows per page.

How to add a project

1. Click Add project.
2. Choose the Project.
3. Enter the Start date (today by default) and, if the assignment has already ended, the End date (optional).
4. Click Add row.

A row without an end date becomes the employee’s current project.

Caution

The row is refused when its dates overlap another row of this history. If an open row already exists, the message An open row already exists; give it an end date first. appears: edit the open row and give it an end date, then add the new one.

Tip

To move an employee to a new project from a given date, it is simpler to edit the employee, choose the new Project and set the Project change date: the system closes the old row and opens the new one for you.

How to correct or delete a row

1. Click Edit in the row, change the Start date or End date (optional), and click Save row.
2. To remove a row entered by mistake, click Delete and confirm with Delete.

After a change, the employee’s current project is updated to match the open row.

Note

Supervisors can only choose the projects they supervise.

Required permissions

• Employee Projects › View to see the tab, and Employee Projects › Create to add a row.
• Project Employees › Edit and Project Employees › Delete to edit or delete a row.