Settings

In simple words

Settings is part of Projects. Project rules, roles and permissions. This guide takes you through it in 5 short steps.

Where it fits in your work — Bill. A completed milestone can raise the invoice in Finance.

Before you start

• You need to be signed in to your company's workspace. Projects appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Settings belongs to Insight & control in Projects. Project rules, roles and permissions.

Step by step

1. 1

   Step 1

   Open Projects

   Sign in and open the Projects panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Settings”

   In the left menu, click “Settings”. The “Settings” screen opens.

3. 3

   Step 3

   Narrow the list

   Use these filters to see only what you want:

   • Project categories
   • Technology suggestions
   • Default currency for new projects
4. 4

   Step 4

   Other actions on this screen

   You will also see these buttons:

   • Save settings
5. 5

   Step 5

   Done

   Project rules, roles and permissions.

Tips

• You can use more than one filter together (Project categories, Technology suggestions, Default currency for new projects) to see exactly the records you want.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Projects → Open “Settings” → Narrow the list → Other actions on this screen → Done

What it connects to

• CRM & Sales

  Projects start from clients won in the CRM.

• Finance

  Milestone billing and project profitability.

• Team Chat

  A discussion channel for each project.

• Client & Student Portal

  Clients see progress in their portal.

What you will see on this screen

These are the parts of the Settings screen, exactly as they appear in the product.

Why use Projects

Projects replaces project management software, on the same login and the same data.

• Clear ownership of every task and deadline
• Know a project's profitability before it ends
• Time, cost and milestones in one place
• Milestones can raise the invoice automatically

Who uses Projects

• Project managers

  Plan, assign, track and bill delivery.

• Team members

  Work from their own task list and log time.

• Account managers

  Keep the client relationship and project history together.

• Leadership

  See portfolio health, utilisation and profitability.

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