Project Settings

Project settings allow you to configure options for global project management. You can customize settings for project schedules, costs, and closure.

These global configurations are default for newly created projects, but they can be overridden at the individual project level by making adjustments under the Settings tab on the respective project details page.

Accessing Project Settings

Go to Admin > Customization > Project Management > Project Settings.

Schedule Settings

Schedule settings provide a range of configuration options related to project and child entity schedules. Here are the options available for customization:

Enable strict project management (Milestones and Tasks must occur within the project schedule): This option restricts milestones and tasks to occur within their parent entity's schedule. Enabling this option ensures that the parent entity's schedules are updated to match the child entity's schedules when a user creates a child entity outside the parent entity's schedule.

Enable dependency-based scheduling (Modifications in task schedule will impact task dependents): Choose this option to create dependencies between a task and its dependents. This ensures that changes to task schedules are reflected in its dependents.

Task schedules cannot be outside the project's/milestone's schedule: This option restricts the scheduling of tasks within their project/milestone. Enabling this option ensures that the parent entity's schedules are updated to match the child entity's schedules.

This option is automatically enabled when both the Enable strict project management and Enable dependency-based scheduling options are activated.

Enable parent to child auto scheduling: Select this option to automatically update child entity schedules based on changes to the parent entity's schedules.

Note that the child entity's schedule updates only if the project's schedule start time is modified. If strict project management is enabled, the scheduled end time will be adjusted to match the child entity schedule.

Calculate actual time fields from respective child entities when parent entity is closed: Select this option to use child entities' time fields (Time Taken) for calculating the Actual Start, Actual End, and Actual Hours fields of the parent entity upon closure. Actual Hours are derived from the Time Taken field in work logs, while Actual Start and Actual End times are calculated based on the minimum start and maximum end times of the child entities, respectively.

Aggregate effort estimate of project and milestone from child entities: Select this option to dynamically calculate the Estimated Hours field of the parent entity when the Estimated Effort field in tasks is modified.

Cost Settings

Cost Settings allow you to include costs from a project's child entities when calculating the project's actual cost. Here is the configuration option available:

Automatically calculate the actual project cost from child entities when the project is closed: Select this option to calculate the value of the Actual Cost field of the project using the values from the child entities (Additional Cost & Total Cost fields in tasks and work logs, respectively) when the project entity is closed.

Closure Settings

Closure Settings allow you to configure options to allow/deny operations on a project/child entity when the project/child entity is in a completed status.

The following options are available for customization:

Allow operations on a work-item even if the entity or the parent entity is in a completed status: Select this option to allow add/edit operations on an entity, excluding Status changes, even after the entity or its parent is closed.

Automatically close child entities when the parent entity is closed: Choose this option to automatically close all child entities when the parent entity is closed.

If a task closure rule is configured for tasks under a project, the tasks will not be closed if the task closure conditions are not satisfied.

Deny closing of a project or milestone if the child entities are open and deny re-opening of child entities when project or milestone is closed: Select this option to restrict the closing of a project or milestone when the child entities are still open. Additionally, deny the reopening of any child entities when a project or milestone is closed.

Clear Actual End Time when an entity is reopened: Select this option to automatically reset the Actual End Time field when an entity is reopened.

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Reset to Default

You can restore the default project settings by clicking on the Reset to Default button. This action will enable only the default project settings and disable all other settings.
Once the required settings are configured, be sure to click Save.

Facts

Changes to the project settings (global) will apply only to newly added projects.

Default settings will be applied to imported projects.

The project settings (global) will also apply to project templates.

Projects cannot be created from project templates that have contradictory configurations to the project settings (global).

Supported Actions through Project Settings

Update Project Fields

Add Milestone

Update Milestone Fields

Update Milestone Comments

Update Task Fields

Update Task Comments

Add Comments

Add Milestone with closed project from Project Templates.