Greg
09/17/2025, 3:16 PMCeligo AI
09/17/2025, 3:16 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems like you're having trouble selecting the project manager for a project even though the 'Project Resource' checkbox is ticked on the employee record. Here are a few things you could check: 1. Employee Record: Ensure that the 'Project Resource' or 'Is Resource' checkbox is ticked on the HR tab of the employee record. This checkbox is usually located where the sales rep checkbox is. 2. Project Preferences: On the specific project page, there might be a subtab called 'Preferences'. There should be a checkbox that needs to be selected to allow time to be recorded to the project. Make sure this is checked. 3. Role Permissions: Check the role's permissions. The employees need to have permission to view the project (job) record. If there are multiple subsidiaries involved, it could also be a subsidiary issue. 4. Limit Time and Expenses: If you're trying to uncheck 'Limit Time and Expenses to Resources' and it keeps getting selected, there are other checkboxes related to this functionality such as 'Allow Allocated Resources to Enter Time for All Tasks'. You might need to uncheck this box first. However, it's generally easier to make every employee a resource. Remember, if you uncheck 'Limit Time and Expenses to Resources', you won't be able to use vendors as resources. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/17/2025, 3:16 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.863647521
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840271
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827453673
Celigo AI
09/17/2025, 3:16 PM