Project Settings

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Project Managers can configure which features of project manager they want to have visible and utilize on their individual projects

Related Articles


  • Project Logic - Manage project behaviour
  • Reports - Action pre built project reports
  • Time Recording - Review all recorded time against a project
  • Tabs - Manage which project tabs are visible
  • Project Role Permissions - Manage permissions for project members

Project Logic

Project Managers can choose the following behaviours for their project:

  • Automatic calculation of Project RAG Status - If this is enabled and a Project RAG Tolerance Matrix is selected, the Project RAG Status field in the project details becomes read only and the value is automatically determined based on the selected matrix. This allows the Project Manager to give custom weightings to individual project RAG tolerances to better manage their project overall.
  • Automatic recording of daily project costs - If this is enabled, the system will total up the project costs at the end of every day and record it as an entry against the project's cost history. These values can be visualised on a line graph on the costs tab of a project and they can also be edited if the user has the appropriate permissions in the project to do so.


Project Managers can action pre built reports against their project

Currently available reports are:

  • Project Summary

Currently available actions are:

  • View

Time Recording

With TimeSheet Manager installed, project members can record time and effort against a project.

Project Managers can view and review recorded time against their project by:

  • Category
  • Sub-Category
  • By Project Member
  • In List view


Configuring Project Tabs

Project Settings Tabs.png

Choose which tabs are applicable and you want to display and use on your project.

  • All of the available features of a Project are represented with a title and a toggle
  • By default, all project tabs are enabled
  • Toggle a project tab off to make it invisible to All project members for that given project
  • Toggle a project tab on to make it visible again to All project members for that given project

Available Project Tabs

  • Scope Changes
  • Boards
  • Resources
  • Relationships
  • Budgets
  • Costs
  • RAID
  • Risks
  • Assumptions
  • Issues
  • Dependancies
  • RAG Tolerances
  • Documents
  • Attachments
  • Links
  • Tags

Project Role Permissions

Project Settings Permissions.png

Manage what permissions each project member has to every aspect of a project through the project role they have been assigned.

It is possible to allocate the following permissions to each aspect of a project

  • View
  • Add
  • Edit
  • Remove

In addition to the standard permissions on project features, additional more granular permissions can be set for tasks linked to a project:

  • Edit
  • Edit Task Dates
  • Edit Task Ownership
  • Edit Task relationships

By default, all project roles will have full access and rights to all project aspects. The Project Manager can then through Project Settings in the side panel of a given project, add permissions to one or all project roles for their given project.

  • Select the role to apply the permissions too
  • Select the permissions required for the role by selecting each tick box next to the required feature and permission.
  • Apply permissions to All project features, both vertically and horizontally by clicking the icon of the project feature and or the specific permission type

Once finished, click Update to apply

  • Project Managers can edit and remove permissions on a project by project basis.
* If Project Permissions have been set in a project template, they will be immediately applied to any project raised against the project template, and only the project manager will have the rights to edit or remove them once applied.

Managing Project Features in Project Templates

As well as configuring the project settings per project, it is also possible to predefine these in your Project Templates so these will be automatically inherited once a project is raised from a given project template.

  • This will remove the need to configure these settings on a project by project basis
  • Project Managers for projects raised from templates can still configure project settings once the project has been raised from the project template