The projects app settings support you to configure the projects app in order to function according to your wish. Every business is different, so it’s always recommended you go through the entire setting process before starting any projects.

General

The general feature which leads to giving the access for pertained employees.

Data level access

If you are an administrator then you have the complete access over all the projects, you can make specific employees to access the projector can give everyone the access.

• Everyone with access to the Projects App
• Specific employees are granted access the Projects

Project Statuses

Every project has a status assigned to it. This setting allows you to control the statuses are available for projects. You can also define your new status to describe the project.

1. Create your own Project status
2. Provide name, description and status of the project
3. Enable or Disable the status
4. Edit the status
5. Align the status by Move Up and Move Down

Project Priorities

Project prioritization is a method to organize the priority of your projects. By default you have some basic priorities (low, medium, high) but if you have a lot of projects coming through your system, you may want to add additional statuses to help classify projects with more detail.

1. Create your own Project priorities
2. Provide name, description
3. Enable or Disable the status
4. Edit the Priorities
5. Align the Priorities by Move up and Move Down

Project Templates

The project template dashboard allows you to create templates for projects. You could create default templates for similar type of projects; select the templates when you create projects.

1. Create your own project template
2. Set name, description, status, priority, customer and duration
3. Edit /Delete the template
4. Choose the project template while creating a project

Spend Authorization

Project budget

The projects which are billed to the customer, you can set a monetary budget allowed for the project. When creating the project, you’ll be able to specify the customer approved amount  for that project. At the end of the project, you can choose to invoice a flat rate equal to the budget. Once the Project budget tracking is enabled, you can view a billing method section in the project creation page.

The billing method depicts the customer approved rate for the project, the project rate based on the milestone and the project total fee based on the duration of the tasks performed by the employee.

Message Templates

Message Templates will allow you to set up predefined messages. Message templates are customized email messages that you can send to your customers. Message templates can be used with any email sent from App, and they are also used for auto-reminders.

1. Create your own message template
2. Provide name, description and message
3. Edit/Delete message templates
4. Choose the template while sending mail to concerned person

Custom Attributes

Custom attributes are the common features for all apps. These are like business attributes which supports you to customize your business with the custom fields. They can be quickly and easily added for customization.

Create Custom Attributes

1. Make use of your attributes
2. Section the page
   • One column,
   • Two columns and
   • Table
3. Drag and drop the attributes
4. Like text, date, number, currency, Etc.
5. Update them in the project creation page.