Working with data blockings
Working with data blockings
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Created: 07.11.2017
Machine translated
Updated: 17.09.2024
|
Article rewritten, supplemented by absences.
Older services, expenses, outlays, and absences may not be able to be changed. Vertec provides a number of system settings that you can use to ensure this. These are all located in the project/case system settings. There you will also find the exact descriptions of each setting. This article is for an overview and summary.
Vertec also offers the following additional features:
- The Absence Approvals Approvals additional feature implements a workflow for the approval of absences.
- The additional feature Monthly Releases implements a workflow for the monthly approval of services, expenses, outlays and absences by the users and their team leaders.
Basic settings
| Blocking Date | A date can be specified here. For services, expenses, outlays and absences that fall before this blocking date, the internal values can no longer be adjusted (see Impact below). Services, expenses, outlays and absences entered up to date and backdated before this blocking date are automatically invalid. |
| Blocking Period | The blocking period works in the same way as the blocking date, only the quantity of days that applies retroactively from today’s date is specified here. This is valid continuously and is automatically “carried forward”. |
| Blocking by user shares | If this option is set, entering new services, expenses, outlays and absences that are in the period of approval is blocked as soon as the user sets a check mark for Approved by user. Here, the date period of the approval is relevant, the date does not refer to the blocking date/period. However, the same exceptions and consequences apply (see below). |
If more than one or all of these settings are set, they are taken into account in the following order:
- Blocking by user shares
- blocking date
- Blocking period
The system setting Block date recalculate rate has nothing to do with the blocking mechanism described here. The date set under this option refers only to the Calculation of the rate .
Exceptions
If one of the above blocking dates is set, the following exceptions can be defined:
| Unblock supervisor | If this option is set, editors who belong to the Project Supervisors user group can also adjust services, expenses, outlays, and absences that fall into a block. This right also applies to team leaders. If a user has the Team Leader right, this option gives them write access to blocked services, expenses, outlays, and absences of their team members. |
| Blocks also apply to outlays | If you want to exclude outlays from the blocks, this option can be turned off. The blocks will no longer be considered for outlays. |
| Blocks also apply to expenses | If you want expenses to be excluded from the blocks, this option can be turned off. The blocks will no longer be considered for expenses. |
| Blocks also apply to project and phase assignments | By default, blocked services, expenses and outlays can also be assigned to another project/case or phase. If you want to prevent this, activate this option. |
Handling
| If the date is changed, check the blocking date again | Invalid objects are deleted when exiting Vertec after query. However, if an entry was already valid once and becomes invalid again after a change, it is no longer deleted when exiting, only marked as invalid. You can set this option to ensure that services, expenses, outlays and absences that are subsequently backdated are deleted when exiting, unless they are adjusted accordingly. |
Impact
The blocks (blocking date/blocking period/blocks upon approval) affect services, expenses (if option blocks also apply to expenses set), outlays (if option blocks also apply to outlays set) and absences.
All values are locked except:
- Invoice (the entry can be assigned to another invoice)
- Type (service, expense, outlay and absence type can be changed)
- Text
- Approval (expenses)
- All external values such as:
- Minutes external
- quantity
- Value external
- External rate
- hidden
- Fixing external values
- Project/mandate and phase, if blocks apply also for project and phase assignments is not set.
In addition, the following rule always applies: Services, expenses, outlays and absences that fall before the date of entry of the user are invalid.