OnTrax Timesheets allows authorized users to create/assign users into groups for easy selection and assignment to a projects/budgets. Six pre-defined groups are available based upon user master authorizations within the system. When users are entered into the system and the authorizations are saved, the user ID is automatically saved to the pre-defined groups as delivered in the system.
Use of User Groups - User groups are useful for grouping user ID's into teams that are normally assigned to the same projects. An example of a user group is a department that usually works on the same assignments together. User groups are available for selection on the user assignment screen in both the Project and Budget maintenance screens. When a user group is used to filter user ID's in the Project/Budget assignment screen, the filter is applied to the 'Unassigned' user list. Filtering on a user group does not assign user ID's to a project or budget.
User groups can be set up one of two ways. First, a group can be set up by setting a select group of users in the project/budget user assignment grid and then selecting “make project user group” button. The group will then be created and will be available for future use when filtering user ID's in the unassigned user grid. The second way of creating User groups is to access the User Groups area on the submenu of the User main menu.
To create user groups:
1. Select Users from the main toolbar
2. Choose User Groups from the Sub Menu
3. To create a "User Group Name" select the list icon with the addition sign at the top of the left column.
4. Name the new user group
5. Select users from the left hand list and select "Assign" to move them to the right hand list.
6. Save
To Move all users to the right select "Assign All"
The new user group is available as a user filter value in the project/budget user assignment screen.