Difference between revisions of "Project Settings"

Latest revision as of 10:49, 9 January 2020

Home > Project Manager > Project Settings

Introduction

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

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.

Reports

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

Tabs

Configuring Project Tabs

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

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

@@ Line 24: / Line 24: @@
 ===Views===
+* '''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.
+==Reports==
+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
 ==Tabs==
@@ Line 33: / Line 66: @@
 [[File:Project_Settings_Tabs.png|right|500px]]
-Project Managers will have a '''Project Settings''' option available to them from the side panel bar on any project they manage.
+Choose which tabs are applicable and you want to display and use on your project.
-* Selecting the icon will open the project settings configuration view
 * All of the available features of a Project are represented with a title and a toggle
 :* By default, all project tabs are enabled
@@ Line 90: / Line 122: @@
 : * 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 ===
+==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.