How to Manage Delivery Types and User Access for Time Entry in Opportunities
Managing Delivery Types and user access is essential for enabling accurate time entry in Opportunities. This guide provides an overview of the process and step-by-step instructions to ensure proper configuration.
Overview of Delivery Types and Opportunities
Delivery Types are specific categories or tasks that users can log time against within an Opportunity. These must be manually added to each Opportunity and configured for individual users to ensure accurate time tracking.
Steps to Add Delivery Types to Opportunities
Navigate to the Opportunity where you want to add Delivery Types.
Manually add the required Delivery Types to the Opportunity. Delivery Types do not auto-populate and must be added for each Opportunity.
If there are multiple placements on the same Opportunity, repeat the process for each placement to ensure all necessary Delivery Types are included.
Granting User Access for Time Entry
Open the list of Delivery Types associated with the Opportunity.
For each Delivery Type, grant access to the specific users who need to log time against it. Access must be granted individually for each user and each Delivery Type.
Ensure that all relevant users have been granted access to avoid issues with time entry.
Common Questions and Troubleshooting
Do Delivery Types auto-populate on Opportunities?
No, Delivery Types must be manually added to each Opportunity. This ensures that only the relevant Delivery Types are available for time entry.
What happens if a user cannot log time against a Delivery Type?
Verify that the user has been granted access to the specific Delivery Type within the Opportunity. Access must be configured per user and per Delivery Type. By following these steps, you can effectively manage Delivery Types and user access, ensuring smooth time entry processes for all users.