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Configuring Employees + Projects Profile Associations

Coe Hoeksema
  • Updated
  1. Click the Settings Cog.
  2. Select Settings under Configuration.
  3. Click Profile Associations and select Employees + Projects.
  4. Configure filters to determine which projects show up on employee profiles and which employees show up on project profiles.
  5. Click Save.

Available Filters

  • Show All Past + Present Employees or only those who appear in the Employee Directory (present employees)
  • Show All Employees or only those with an Assigned Project Role
  • Show only employees who worked on the project above the Billable Hours Threshold
  • If enabled, the Billable Hours Threshold filter can be applied to All Employees or Only Employees Without an Assigned Project Role