Default settings for new projects

Introduction

 

System administration -> Projects -> Default settings for new projects allow you to set up default settings for new projects.

Description

You can change the default settings for new internal and external projects that are used unless other selections are made during setup.

You save time when setting up the project while standardising your projects, ensuring higher data quality for internal as well as external projects.

Setup

The same settings options exist for internal as well as external projects, and they are divided into three sections:

1. Default setup for new projects
2. Default setup for new tasks
3. Default task plan for new projects

1. Default setup for new projects

• Project status: Select whether your project is Quotation, Approved or In progress
• Project type: Choose among the project types created under Project types
• Project category: Choose among the project categories created under Project categories
• Time tracking: This feature is always enabled and cannot be changed by you
• Time tracking for: Choose whether time tracking should be enabled for
  • Allocated employees (recommended)
  • All employees
  • All in the department
  • All in the resource group
• Default hourly rate: Choose among the hourly rates created under Finance -> Hourly rates or the employee’s default hourly rate on the employee card
• Default payment model: Choose among the payment models enabled under Project invoicing

2. Default setup for new tasks

• Status: Select whether the task is In progress or Not started. Note that the task must be in progress before time can be tracked
• Select whether the task is billable
• Select whether the task should be part of the capacity calculation in the resource planner

3. Default task plan for new projects

You have four options to create tasks as default:

• Do not create any tasks (empty task plan)
• Create a task with the same name as the project
• Create a task with this title: Here you can choose the name of the task and select whether it should be a planning task in the resource planner
• Create from project template: Select a template from the list, and determine how to allocate milestones:
  • According to template: Takes owners from the template and adds to milestones
  • Project manager
  • Project's account manager
  • Employee: Choose among active employees set up in your TimeLog

All settings only apply to new projects created after having changed the setup.