Project rule makes it mandatory to add a project on all work trips before they can be confirmed. It ensures that driving is correctly tagged and invoiced when re-invoicing on projects.
How to set it up:
- Go to Setup › Triplog › Rules.
- Find Project rule in the list and expand it.
- Choose whether it should apply to all or selected users.
- Save.
Use this together with a fixed project on units or a project from Places for a combined handling of trips. The rule does not affect private trips.
This article helps you with
- Mandatory project on trips
- Require a project before confirming
- Project rule