Project Settings/Sections

This Article describes the various settings that are available on a project.  These settings are based on the Project Type; and can be changed by a project manager in the Settings page of the project.

Client Portal Visibility

  • This project will be visible to all users, even those that are not logged in
  • This project will only be visible to logged in users
  • This project will only be visible to logged in users who are on the project or are listed as stakeholders

This setting determines if the project will display in the client portal.  Projects displayed in the client portal allow people outside of the project team to learn about the project.

Time and Expense

  • Time and expenses should be approved by the project manager
  • Time and expenses should be approved by the individuals manager

This setting determines who will approve time & expenses for the project, and should be set based on how the project is organized.

Update Task Method

  • Users set % complete when updating tasks
  • Users set remaining hours when updating tasks

This setting determines whether task updates use Percent Complete or Remaining Hours to track progress.

Resource Schedule Editing

  • Allow resource pool managers to edit schedules
  • Allow resource pool managers to request schedule changes but require managers to approve edits
  • Do not allow resource pool managers to edit schedules

If resource requests are used, tis setting will determine how much control the resource pool manager has over the request.

Options

  • Update the start date, end date and estimated hours based on the projects plan(s)
    • This option will shift the start date, end date and estimated hours based upon the dates and hours that have been entered into this specific projects WBS
  • Add all new projects members to the project contact list
    • This option allows members of the project to be automatically added to the contacts list
  • Allow project-level time entry
    • This option allows resources to add time to this project as a whole vs leaving this de-selected, which would force users to log time against specific tasks within this projects plan
  • Notify me when the assigned hours for the plans exceeds the scheduled hours for this project
    • This allows the manager of the project to be notified if the hours that have been assigned in the project plan have exceed the the estimated hours for this project
  • Notify me when the estimated hours for project plans exceed the estimated hours for this project
    • This allows the manager of the project to be notified if the hours that have been estimated in the project plan have exceeded the hours that were estimated overall for this specific project

Components

  • Announcements
  • Briefcase
  • Calendar
  • Contacts
  • Issues
  • Links
  • Risk Register
  • Plans
  • User Stories

These settings determine whether the related sections are active for this project.

Time Types

This section allows the project manager to choose which time types are available to users on the project when they enter time.

Details

Article ID: 110439
Created
Thu 6/18/20 5:02 PM
Modified
Wed 7/8/20 3:07 PM