Configuration
Configure display for Create/Edit project forms – allows the user to configure what elements are seen or hidden during and after project creation. The following toggles are used to show/hide information during project creation and whilst editing projects:
Show Start Date – Toggle to show or hide start date of the project
Show End Date – Toggle to show or hide end date of the project
Show Extra Date 1 – Toggle to show or hide extra date 1
Show Extra Date 2 – Toggle to show or hide extra date 2
Show Project Number – Toggle to show or hide the project number of the project
Display Workflow Dates – Toggle to show or hide dates belonging to workflows
Allow template selection – Toggle to show or hide templates
Mandatory template selection - Toggle to set template selection as mandatory
Show Jira integration - Set to on when adding JIRA as a module
Set End Date to Template Duration - Configuration that allows task timelines to be offset from project start date
Display Team – Toggle to show or hide the team selection
Display status – Toggle to show or hide project status collection
Show Email Notification – Toggle to show or hide email notification
Send Email by Default - Automatically sets the 'Notify Users' function to ON in Create and/or Edit mode
Auto Email Notification - Toggle to automatically send an email upon project creation/edit
Require Comment on Save – Toggle to require a user comment when a project is edited
Allow Save Without Validation - Enables user to save while bypassing mandatory fields
Show Billable Switch - billable option allows you to set whether a project is billable or not
Billable By Default - projects can be set to be billable by default
Show Rate Card Dropdown - separate rate cards can be applied to a project for different accounts
Show Description Field - Description field can be configured to show/hide on Project request form - General Tab
Display Stage Gate dates – Set whether or not the stage gate due dates are shown
Enforce Holidays/Weekends – Holidays and weekends are included with date calculations
Mandatory Project Description - Sets the description field as mandatory
Show Project Number – Set whether or not project numbers are displayed in the project information module
Show Project Inode in Title - Displays project inode
Display Milestones - Configuration to display or hide the project stage gates
Allow Project Copy – Enable or disable the ability to copy the project. This allows the requester to copy the meta data from another request form of the same project workflow type.
Allow Project Clone – In the 'edit project' dialog box, there is an ‘Save as a new project' option that allows the project admin to clone an entire project including request form meta data, any tasks that were created, folders, project team, permissions. This toggle either enables or disables this functionality.
Hide Submit Button - Show or Hide the 'Submit' button
Allow Submit as Pipeline - Show the 'Submit as Pipeline Project' on the front end. This also needs to be set in the Application Manager
Convert to Live - When this is switched on, the 'Convert to Live' button is visible on the front end
Creator permission level – set the default permission level for the creator of the project to have after submission: View, Edit or Admin
Set start date label – Set what is displayed for the start date
Set end date label – Set what is displayed for the end date
Set Name Label - Provides user with the ability to re-label the project "name" label
Set Description Label - Provides user with the ability to re-label the project "description" label
Set Project Form Label - Provides user with the ability to re-label the project "form" label
Auto-email Update Notification - When toggled to ON, an email is automatically sent out to the project team on project creation.
Project name prefix field and project name suffix field- these options allow you to input a form GUID or value and asks if it should be prefix/suffix.
Project rename label - set a term to use instead of 'Project' which appears when adding the name of the project e.g. Tactic Name. If populated, this value will be used; if not, it will use the default “Project”
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