Disable reporting temporarily

Note: To deactivate/activate reporting, you must be an Admin or a Manager level user (see "Roles, access levels and access rights").

Deactivating reporting allows you to stop (temporarily) the process of reporting – all users will no longer be able to report expenses and updates on activities/events. This option is useful for preventing users from reporting while a project is being planed, or for freezing the reporting process during the project execution while amending the plan.

Disable reporting
Enable reporting

There is also the option to deactivate reporting of expenses and/or status updates until a certain date. No-one will be able to add, change or remove expenses or/and add, change, remove status reports on activities/events until a certain date. This option is useful for freezing the status and/or expense reporting once you have closed a reporting period.

Disable resource reporting until a certain date
Disable status reporting until a certain date

Disable reporting

To disable reporting, click Reporting ON at the top right corner of the page and then switch the toggle to the OFF position.

As reporting is disabled, all users that are currently logged in to the project will see a pop-up notification that the reporting is disabled. As reporting is disabled, all users are able to access, but not edit or report expenses/updates.

Enable reporting

To enable reporting, click Reporting OFF at the top right corner of the page and then switch the toggle to the ON position.

As reporting is enabled, all users that are currently logged in to the project will see a pop-up notification that the reporting is enabled.

Disable resource reporting until a certain date

While reporting is enabled, you can disable reporting of the expenses until a defined date. For that, click Reporting ON at the top right corner of the page, click the "Calendar" icon next to Disable Resource Reporting until and set the certain date.

Users can then no longer add new expense records and update/delete existing ones with a report date before this date.

Note: When you set the date, you are asked to confirm with YES. In addition you can choose to finalize all existing expense records with a reporting date before this date.

Disable status reporting until a certain date

While reporting is enabled, you can disable status reporting until a defined date. For that, click Reporting ON at the top right corner of the page, click the "Calendar" icon next to Disable Status Reporting until and set the certain date.

Users can then no longer add new status records and update/delete existing ones with a report date before this date.

Note: When you set the date, you are asked to conform with YES. In addition you can choose to finalize all existing status records with a reporting date before this date.