What Determines the BPs a User Can Select for a COD in the App?

Modified on Thu, Jul 31 at 12:01 PM

A user has access to select a BP if:

  • BP is Active
  • Employee is assigned as:
    • BP Owner
    • Project Role on BP card
    • Allowed Time Allocation Employee table on BP card
  • Employee is scheduled a Dispatch within 30 days under the BP.
    • NOTE: The Dispatch can be in ANY stage

Note that this means upper managers who may be allowed to submit receipts against any BP need to be assigned Roles on every BP to enable that.

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