What is the best approach to restrict submitting project time cards if the resource plan end date has passed?

[PaulaaO]

Hi Community,

We would like to restrict the possibility for users to submit time cards beyond the end date of the resource plan (regardless if this is Allocated or Completed).

As far as I know the only scenario where a user cannot submit time card is if the main task is closed, otherwise the workaround is to use "Copy from previous time sheet" UI action and be able to "bring" the task in the desired week where they wish to record time against. We wish to restrict this ability as currently it creates a bit of issues within our portfolio office and finance dpts.

Do you think it might be easier to just turn off the UI action?

Any suggestions would be much appreciated - want to mention that I barely have any dev skills, so anything no or low code would be preferred, but happy to take on a challenge as Iong as I get some steering 🙂

Thank you very much!

Regards,

Paula

[Saiganeshraja]

Easy would be restricting the resource selection itself. Can be achieved by adding filter conditions to the Resource plan(resouce_plan) field on the time cards form. 

Mark correct , if it helps

[PaulaaO]

Hi, thanks for your reply - would you be able to share an example please? I have had a few attempts but I am struggling to set the filters correctly.