A project is an expense field that can be predefined for users. They will be visible both online and in the mobile applications every time an expense is created.
As an administrator, you can create the projects for the users so that they can select the correct project out of a drop-down list or you can allow users to create their own projects.
Just like other details within Rydoo, projects could also be added manually or via CSV file.
Add Project/s Manually is commonly used when adding one or few projects.
1. Simply go to Admin > Projects > Click (+) Add Project button
2. Fill out the required details
Enter the desired project name. (Maximum of 100 characters)
Project ID (optional)
Enter the desired project ID. Commonly utilized for reporting purposes. (Maximum of 50 characters)
Branch (Select a branch when you want to use this project for that branch only)
This is an optional setting that limits the project visibility per branch. Kindly leave at please select option if applied to all users.
Limit project to certain groups
This is an optional setting that limits the project visibility per group. Please keep un-check if applied to all users.
Use this project as a default value for certain groups
This is an optional setting that sets a default project value in a group. When marked/checked, users in the specified group will see the selected value but will remain interchangeable.
Checked/Marked by default. Used to identify weather a project is active or not.
3. Click Save.