" All user" assigned when creating a new project

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When we are creating a new Project, I observed by default, it assigns " All Users" to it. How can we disable this assignment. Ideally, we would not like a Project to have " All Users" as by default assignment. Screenshot attached for reference.
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Sateesh Narayan

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Posted 4 years ago

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Aashnee Kamboj, Community Moderator

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Hi Sateesh,

Thank you for using the Replicon Community!

We can look at this further. In the mean time, you can try adding projects using our Replicon Import Addin (RIA). When you create a new project using RIA, All Users entity is not added by default.

Thanks,
Aashnee Kamboj
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Sateesh Narayan

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Hi Aashnee,

Thanks for your prompt response. Do you still suggest that I should be using RIA tool when I'm adding one single Project. I dont think that is really required. Let me know your thoughts.

Thanks,
Sateesh
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Aashnee Kamboj, Community Moderator

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HI Sateesh,

We are looking through the same. You can use RIA as a workaround.

Thanks,
Aashnee
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Ryan

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Hi Aashnee, has this been fixed?  How can we disable the default of assigning "All Users" on project creation?
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Holmes, Jamie

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I really agree with Sateesh's request - this has been one of the main issues with Replicon since we started using it over 4 years ago. The issue that this causes is that if you forget to delete "All users" then anyone you then assign to the project with a specific rate now has the option of using the rate assigned to "All users" and the user rate - inevitably the one assigned to all users is the project rate which has not been set correctly, but is the one all my team end up using (sod's law) and we end up not billing - this happens so often and it seems such a simple config setting to allow this to be default or not - PLEASE!!!!
(Edited)
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Lo, Wai

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I too agree, this has been raised as a business requirement by our senior management team.

The main attraction of Replicon is the ability to restrict access to projects and tasks giving us better control than our previous timesheet system.

It is therefore very strange that the default is to grant all users access to a project / task upon creation.

We are currently using Gen4 and I have granted line managers permission to assign resources to tasks as they see fit.  So having a default of no users assigned would work better for us or perhaps give administrators the ability to define the default setting.

Please can this be re-considered for future releases. 
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Meyer, Philipp

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Upvote for this - we see the very same issues described by Jamie Holmes and it would make our lives easier if this "All users"-default would be removed!
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JJ

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I agree, removing the default of "All Users" will reduce the number of issues we see.
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Jeanne Bovenkerk

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I came up with a workaround using Gen3 Replicon that might help some of you. I created a template project that I keep in Replicon's "Tentative" status. Every time I create a new project, I go to the project I call "Template - Project X" and copy it and it keeps the distribution list I formerly set.  I have multiple templates for various purposes.  Certain fields such as the project description field don't carry over and the project manager always defaults to me when I copy but I live with that for now.  
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Drema Herron

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This is our solution as well. As long as the templates are used properly it works very well. A team can set up a template that has their team members included, and assigned to the appropriate tasks. Copying the template makes project set up much cleaner and smoother. We use a lot of custom fields in the Project Info screen, so going there to populate those and reassign the PM if necessary is a routine part of the process. Saves a lot of work over starting a project from scratch.
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Barker, Dan

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This has been around for 2 years and there is still no way to change the default all user setting?
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Randy

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I agree with the general consensus here.  Something this basic shouldn't need a workaround. The default should be to add no users when creating a new project or make it an option to allow it to be set as the default if someone would like that behavior.
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Rastogi, Swati

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This reply was created from a merged topic originally titled Remove/disable the "+Add All Users" button.

Is it possible to remove the "+Add All Users" button from the Team tab under the projects?
imagepng



Many a times the PM accidentally clicks on it which gives the project access to enter the timesheet by all the users and unknowingly people bill to the project under the 'project rate' which isn't changeable in this option.


Perhaps a warning sign on clicking to ask that, "Are you sure you want to add all users to this project?" or something will be helpful 
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Churchill, Forrest

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I agree that all users should not be the default
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Vinodh.V, Community Moderator

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Hello Forrest,

Thank you for the response.

We understand the requirement and we have looped in our PM team to look into this requirement and share their input.

Alternatively, you can use RIA(Replicon Import Add-in) to create the projects with just the users that you need in it.

To know more about our mass data upload tool please refer to the below article:

To download the setup file:

https://ria.replicon.com/WebSetup/SetupInfo.html

Help articles:

https://www.replicon.com/help-center/administrators/importing-data4/

If you are using a Mac machine you can use Replicon data import functionality to mass upload the data.

This functionality needs to be enabled in the Administrator's permission.

Hope this information helps.

Regards,

V. Vinodh
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D'Amico, Alfred

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Hello, just want to comment that the topic which I and another customer had made was merged into this topic, but our issue was somewhat different.  We were not referring to "All Users" being the default when creating a new project, which for our organization is fairly manageable as we don't create new projects that often.  Our issue was that when our project managers go in to add new resources to existing projects (which happens very often), it is far too easy to accidentally click the "+ Add All Users" which then somewhat silently gives all users in the system the ability to bill to their project at a default $0 rate.   This causes a lot of problems for us.  The suggestion that I and the other customer made was that Replicon should at least raise a warning message before performing such a significant action.  Another thing I would note that I think causes managers to sometimes accidentally click this button is the inconsistent name of the two buttons "+ Add Resource" and "+Add All Users".  Since generally they think of the thing they need to add as a 'User', they are more included to click the second button, and when this does not do what they want, they click the first without realizing that the click of "+Add All Users" has actually added all users to their project.  If these buttons at least used the same naming ("Resource" or "User") that could also help avoid confusion.
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Vinodh.V, Community Moderator

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Hello Alferd,

Thank you for your response.

The reason for merging this post is that the alternate suggested holds good for your situation too.

The only difference is you will be using the update functionality rather than using the Add functionality. (As the projects are already created in your system only resources needs to be modified).

To know more about our mass data upload tool please refer to the below article:

To download the setup file:

https://ria.replicon.com/WebSetup/SetupInfo.html

Help articles:

https://www.replicon.com/help-center/administrators/importing-data4/

If you are using a Mac machine you can use Replicon data import functionality to mass upload the data.

This functionality needs to be enabled in the Administrator's permission.

Hope this information helps.

Regards,

V. Vinodh
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D'Amico, Alfred

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Thanks for the response but that suggestion does not really help our issue.  Our Project Managers only add one resource at a time as they join the project, and using the mass data upload tool would be excessively cumbersome for those types of actions.  The current '+Add Resource' button works just fine for that, the issue is just that there can be a tendency to select '+Add All Users'  instead and this somewhat silently performs an action that has major consequences.  Again, a simple warning/confirmation when this button is selected would address the issue.
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Vinodh.V, Community Moderator

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Hello Alfred,

Thank you for the response.

I completely understand your requirement here.

We have looped in our Product Management team to review this requirement.

Regards,

V.Vinodh