General project settings
In this section, we will go through the settings that are used to categorize projects as well as a couple of default settings in the module itself which may be fine to have in place before using the module.
The general settings for the project module can be found under Project - Project management - Settings.
status It is possible to put each project in a status, which can later be used as a search criterion in the project reports. The status of a project also determines whether or not the project can record hours. One can, for example. do not record hours against a project where the status is not defined as an active status. To enter a new status, click "New", then enter a name for the status, and finally choose whether projects assigned to that status should be available for hour or not by ticking "active" or not. Save.
Type If your business has several different types of projects, these can be defined here. If it is just a matter of distinguishing between internal and customer-related projects, it is with the help of «project types» that you most easily distinguish them.
series If your company is project-intensive and wants to use different number series on different types of projects, this can be entered under "Project series". To add a new series, click "Add New", fill in the starting number of the series under "Low ID", the highest number allowed under "High ID", and then give the project number series a name. Save.
All projects that have been deactivated in the project module are gathered here. When you disable a project, the project is stored with retained data under that tab. In this way, deactivated projects can be restored without loss of information if needed.
assignments Here you can copy all the assignments, on all projects for which you are responsible, into a new year. The system will take what you want with information further, so you can choose and tailor how you plan for the next year.
After clicking "Copy Project Tasks" you will get a list where you select the types of task data you want to copy. The next step is to filter out which project tasks are to be copied by specifying the date range the tasks are to be copied from. If you have been very predictable and categorized tasks that have appeared in a special way along the way, you can choose to exclude these from joining the copy using the "Exclude category" feature.
The next step is to choose how far forward or back in time the tasks are to be copied. In the example below, we have chosen to copy the tasks from 2016 one year ahead, ie to the same date in 2017. You can also use minus signs in front of the number of months or years to move the tasks back in time.
The final step is to choose which projects to copy tasks to. Finally, click "Copy Project Tasks" to start copying. When all tasks are copied, an overview is displayed of how many tasks were copied per project.
Personal project settings
You can find these settings under Project - Project management - Settings - Personal settings.
The project settings are personal and allow you to set a number of standards that apply when you create new projects. By defining these standards you will be able to create projects efficiently without having to fill in the standard information each time.
If desired, you can change the default setting for the project after creation via the project card under the Properties tab .
The selections that appear in the Standard Work Types drop-down list are created under the Administration - Settings and Hours Registration module.
The options that appear in the Standard Project Type and Standard Status drop-down list are created under the Administration - Preferences and Project module.
NB! Only the administrator can access the Administration module on your client.