This article describes the settings available for a project. These settings are based on the Project Type and can be changed by a project manager in Work Management on the project's Settings page.
Client Portal Visibility
- This project will be visible to all users, even those who are not logged in.
- This project will only be visible to logged-in users with the "View Projects" permission.
- 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.
Client Portal Applications
- This project will be visible to the users selected above in all client portal applications.
- This project will be visible to the users selected above in these client portal applications.
Time and Expense Approval
- Time and expenses should be approved by the project manager.
- Time and expenses should be approved by the individual's manager.
This setting determines who will approve time and expenses for the project, and should be set based on how the project is organized.
Update Task Method
- Users set the percent 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 Management
- Manage by Project
- Manage by Plan
This setting determines how the system defines a user's allocation.
Managing by Project indicates that the hours assigned to a project will be deducted from the resource's capacity. Typically, Manage By Project is appropriate when a detailed project plan is not available or not needed. Optionally, you can start a project as Manage By Project and then switch to Manage By Plan once a detailed WBS and schedule have been established.
Managing by Plan indicates that resources' availability will be reduced based on the estimated hours for the tasks they are assigned to.
Expense Forecasting
- Expenses can be planned on a per-year basis.
- Expenses can be planned on a monthly basis.
Select monthly expense planning if project managers should have the ability to break down expense forecasts to a monthly level with specific start and end dates. Select yearly expense planning if project managers will only need to enter expense forecasts based on the year.
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, this 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 project's plan(s).
- This option will shift the start date, end date, and estimated hours based on the dates and hours entered for this project's WBS.
- Allow project-level time entry.
- This option allows resources to add time to this project as a whole, vs leaving this deselected, which would force users to log time against specific tasks within this project's plan.
- Require approval from a project manager when adding resources from a workspace.
- Notify me when the assigned hours for plans exceed the scheduled hours for this project.
- This allows the project manager to be notified if the hours assigned in the project plan exceed the overall hours scheduled for this project.
- Notify me when the estimated hours for plans exceed the estimated hours for this project.
- This allows the project manager to be notified if the hours estimated in the project plan exceed the overall hours for this project.
- Default new plans to notify assigned resources on the day their tasks are scheduled to begin.
Task start notification time
This is the time of day when assigned resources will be notified of their tasks scheduled to begin that day. The project manager's time zone will be applied. Enter a time using the format: hh:mm AM/PM.
Components
These settings determine whether the related components are active for this project.
- Announcements
- Briefcase
- Calendar
- Issues
- Links
- Risks Register
- Plans
- User Stories
Project Sections
These settings determine which project sections are active for this project. The active sections are determined by the Project Type, but can be overridden on each project if the user has the Manage Project/Request Sections permission.
- Custom Attributes
- Goals
- Systems Affected
- Process
- Organizational Risks
- Benefits
- Files
- Expenses Forecast
- Returns
- Role Forecasts
- Resources
- Scorecard Criteria
- Stakeholders
- Milestones
Time Types
This section allows the project manager to choose which time types are available to users on the project when they enter time.