Project Settings

Project settings allow you to configure various settings for projects globally. You can configure settings relating to project schedules, costs involved in a project, and project closure. These global configurations are applied to newly created projects by default and can be overridden at the individual project level by making appropriate changes under the Settings tab on the corresponding project details page.

Accessing the Project Settings

Go to Admin > Customization > Project Management > Project Settings

Schedule Settings

Schedule settings allow you to configure various options related to the projects and their child entity’s schedule.

You have the following options to configure:

i. Enable strict project management (Milestones and Tasks must occur within project schedule):

Select this option to restrict the scheduling of milestones and tasks within their parent entity's schedule. If this option is enabled, the parent entity's schedules will also be updated to match the child entity's schedules when a user with permission to edit the parent entity creates a child entity outside the parent entity's schedule.

ii. Enable dependency-based scheduling (Modifications in task schedule will impact task dependents):

Select this option to create a dependency between a task and its dependents. This ensures that changes to a task schedule are carried over to its dependents.

iii. Task schedules cannot be outside project's/milestone's schedule:

Select this option to restrict the scheduling of tasks within their project/milestone. If this option is enabled, the parent entity's schedules will also be updated to match the child entity's schedules.

This option will be enabled automatically if Enable strict project management & Enable dependency-based scheduling options are enabled.

iv. Enable parent to child auto scheduling:

Select this option to automatically update schedules of the child entities based on the changes to the parent entity's schedules.

Note, the child entity's schedule will get updated only if the project's schedule start time is modified. Based on that scheduled end time will be moved to match the child entity schedule in case strict project management is enabled.

v. Calculate actual time fields from respective child entities when parent entity is closed:

Select this option to use child entities' time fields (Time taken) to calculate the values of the Actual Start, Actual End, and Actual Hours fields of the parent entity when the parent entity is closed. Actual Hours is calculated from the Time Taken field in work logs. Actual Start and Actual End time will be calculated based on the minimum start and maximum end time of the child entities respectively.

vi. Aggregate effort estimate of project and milestone from child entities:

Select this option to dynamically calculate the value of the Estimated Hours field of the parent entity when the Estimated Effort field in tasks is modified.

Cost Settings

Cost Settings lets you include cost from a project's child entity while calculating the project's actual cost.

i. Automatically calculate 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 (Additional Cost & Total Cost fields in tasks and worklogs respectively) from the child entities when the project entity is closed.

Closure Settings

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

i. 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 operation on an entity except for the Status change even after closing the entity or its parent.
ii. Automatically close child entities when the parent entity is closed:

Select this option to close all child entities when the parent entity is closed.

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

iii. 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 closing of project or milestone when the child entities are still open as well restrict reopening of any child entities when a project or milestone is closed.
iv. 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.

Option ii and iii cannot be enabled at the same time.

Reset to Default

You can restore the default project settings by clicking on the Reset to Default button. This will enable only the default project settings and disable all the other settings.

Once the required settings are configured, make sure to click Save.

Facts

Changing the Project Settings (global) will apply only to the newly added projects. Only the default settings will be applied for imported projects.

The Project Settings (global) will apply to project templates. Projects will not be allowed to be created from project templates that have contradictory configurations as opposed to the Project Settings (global).

Supported Actions through Project Settings

1. Update Project Fields

2. Add Milestone

3. Update Milestone Fields

4. Update Milestone Comments

5. Update Task Fields

6. Update Task Comments

7. Add Comments

8. Add Milestone with Closed Project from Project Template.