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Projects Settings

On the form Projects - Configuration - Settings the parameters that affect working with projects are configured. The form consists of a number of tabs, each for a set of related parameters (pic. 1).

Pic. 1 Project Settings form

Main tab​

Here you can set numerators to generate IDs for tasks and teams in the fields Numerator - Tasks, Numerator - Teams respectively (pic. 1).

Auto save timesheet hours - The Human Resources module provides the possibility of automatic registration of the start and the end of the employee's working hours (attendance). If this property is checked, the recorded time will be automatically added to the employee's timesheet.

Time entry type for attendance - the auto saved employee attendance hours must be added to a timesheet as a certain type of a time entry, e.g. working or resting hours. This type of time entry must be specified here.

Project statuses tab​

Here you can create project statuses that reflect the life cycle of a project (pic. 2).
Use the +Add button to create as many statuses as you need. In the new form, that opens, fill the fields (pic. 3):

  • Name - status name
  • ID - status unique ID
  • Closed - tick the property to indicate, that the project with this status is inactive, e.g. complete or canceled. Projects with Closed statuses are not shown on the lists of projects.

Pic. 2 Project statuses tab

Pic. 3 Project status settings

Project type tab​

You may set up as many project types as you need (pic. 4). Project types differ by the details of purchasing, manufacturing or service rendering within a project, life-cycle and other details. The following parameters can be set up for each project type (pic. 5):

  • Name - project type name.
  • ID - project type ID.
  • Numerator - project type numerator makes it possible to generate different types of IDs for projects of each type.
  • Purchase order type, Bill type, Receipt type, Sale order type, ТInvoice type, Shipment type, Manufacturing order type - in these fields you can set the type for each kind of document, that can be linked to or created from a project. When a document is created from a projects it automatically gets the setup type.

Pic. 4 Project type tab

pic. 5 Project type settings

Project role tab​

You may set up as many project roles as you need for your employees or other uses in the project (pic. 6). To add a role you should specify only the Name and ID (pic. 7).

Pic. 6 Project role tab

Pic. 7 Project role settings

Task statuses tab​

Here you can set up task statuses that reflect a task life cycle. Pay attention, that each task type can have its own life cycle, but all the statuses that are used through out all the task types must be set up here (pic. 8). Please, specify the following for a task type (pic.9):

  • Name - status name.
  • ID - status unique ID.
  • Sorting order - the order statuses are shown on the list.
  • Closed - tick the property to indicate, that the task with this status is inactive, e.g. complete or canceled. Tasks with Closed statuses are not shown on the lists of tasks.

Pic. 8 Task statuses tab

Pic. 9 Task statuses settings

Task types tab​

The tasks may be classified by types. Set up as many task types as you need here (pic.10). Foк each task type specify
Name, unique ID and tick Statuses, that reflect its life cycle. If you do not tick any status? all statuses will be available for the task type.

Pic. 10 Task types tab

Pic. 11 Task types settings

Task priorities tab​

To range tasks by priority set up the priorities you need here (pic. 12). Please, Please, specify the following for a priority (pic. 13):

  • Name - priority name.
  • ID - priority ID.
  • Color - you may choose a color from the list of available to highlight the tasks of the current priority.

Pic. 12 Task priorities tab

Pic. 13 Task priorities settings

Task tags tab​

If you are not fully satisfied with the types and priorities you can also set up tags for tasks (pic. 14). To set up a tag you only need to specify the Name, ID and Color (pic. 15).

Pic. 14 Task tags tab

Pic. 15 Task tags settings

Workflow tab​

On the tab you can configure what statuses a task goes through depending on the task type and the role of the employee that creates or fulfills the task.

First, select the Project role and Task type you configure the workflow for.

Next, for each status in the first table tick the status it can be changed for. These settings will work for the selected task type and project role.

If you want a different workflow for the task author and the task executor, configure settings in the table Author and Assigned to respectively.

If none of the tables has any selected options, the author and the assignee will be able to change task statuses as they wish.

Pic. 16 Workflow settings

Time entry type tab​

The application makes it possible to register the time (hours) an employee spends resting, working, or making anything else. To keep a record of employees' occupation you need to decide on and configure time entry types. (pic. 17).

Please, specify the following for a time entry type(pic. 18):

  • Name - name of the entry type (occupation).
  • ID - unique ID.
  • Default - this time entry type will be used for the entries made automatically on the bases of the registered attendance.
  • Color - you may choose a color from the list of available to highlight the time entry type.
  • Symbol - Specify the character to abbreviate the time entry type.
  • Project required - if ticked, project must be specified to save a time entry.
  • Time entry hours - here you can list the most frequently used hours (duration) of the current type to add them to the timesheet with one click:
    • click the button +Add, an empty line will appear,
    • fill in the Name of commonly used hours,
    • set the quantity of Hours,
    • select the Color to highlight the time entry on the timesheet if applicable.

Pic. 17 Time entry type tab

Pic. 15 Time entry type settings

Employees tab​

The list of all employees is displayed here (pic. 19). For each of them you can set a Service they provide to a customer. If the service is set, the time the employee was working on the project, will be charged as the amount of rendered services in the invoice to the customer.

Pic. 19 Service rendering settings

Shift templates tab​

Here you can define standard shifts that can be assigned to employees in one click when drafting working schedule.

To create a shift template click +Add and set the start and end time.

Pic. 20 Shift templates tab