Thursday, November 22, 2018

Time Entry against Projects in Advanced Partner Center (APC Role)


1. Navigate to Set Up > User/Roles > Manage Roles > Create a Custom Advanced Partner Center Role
2. Under Permissions -
      Transactions > Add Track Time = Full
      Lists > Project Task = [already set to Full by default]
      Lists > Jobs = [changed from View to Full]
3. Edit a Partner Record and assign the APC Role in Step 1
4. Log in as the Partner
5. Navigate to Activities > Scheduling > Project Tasks
6. Edit any sample task
7. On the Project Task record, go to Time Tracking tab > Click New Time
8. Fill out the form and note that the Employee field defaults to the Partner record > Save

Error:  [Partner] must be assigned to [Project Task] for [Customer].

Note:  The user is not able to set the Partner as a Resource since it only accepts Employee or Vendor.  

The alternate solution is to set up the Partner with Other Relationship = Vendor, then that allows the Partner/Vendor to be added as a Resource, that way, the Partner will be able to do Time Tracking for the specific Project Task.

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