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additional_resources:project_configuration

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Project/customer based configuration

Project and tasks

Creating projects and projects groups

Project creation can be accessed several ways:

  • Menu » Configure and Manage » Edit tasks and projects
  • Resource Manager » New project

Properties of project

Project is process which has a goal, an estimated time and resources

  • Period: the start and end date of the project, if set it will restrict all the dates under this project for the given period
  • Target costs: the estimated costs of the whole project, if set it will restrict the total of the costs to be less or equal than this value
  • Estimated time: time for the project, if set it will restrict the total of the costs to be less or equal than this value

Project memberships: types and inheritance

Project members: the members of a project will be able to create tasks and assign the task to themselves inside the project, even if their Manage task/project permission is set to Limited.

Project leaders: the leaders of a project will be able to to create tasks and assign the task to themselves and the project members inside the project, even if their Manage task/project permission is set to Limited. If their Request approval setting is Being project leader of Being both project leader and supervisor the can approve the Offline and Manual working time modifications of the project members. They are also able to use the Switch to Task Keyword based rules.

  • Assign project members or leaders at creation (it also can be done later)

additional_resources/project_configuration.1648721233.txt.gz · Last modified: 2022/03/31 10:07 by support

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