Accounts

Accounts provide additional way to group worklogs. You can create accounts to track budgets specific to a department, customer etc. Accounts can be grouped in hierarchy and this also provided additional grouping within a group.

After creating a new account from the accounts page under the administration section, it will appear as an option of the “Accounts“ field within the log work panel and can be added to worklog.

Accounts can be global or project specific and displayed to users when they are logging work either through “Worklog Dialog” or “Log Work (WP)” custom field.

Open

Open

There can be 2 different status associated with an account.

• Open: These is the default status for an account and open accounts can be selected when logging work.

• Closed: These accounts are not available for new worklogs.

Accounts can be grouped into hierarchy but status, budget and applicable projects for each account within the hierarchy are independent.