How to customize and configure the settings of a project


The settings of a specific project allows you to customize the specific processes and information related to a project. Choose from Analytics, Boards, Contacts, Assets, Documents, Checklists, Contracts, Key Store, Project status, Schedule, Time Tracking, Transactions, and the Integrations module for your additional settings. You can only see the modules which you have a license for, and the ones which were set up under the Projects module level. On the project level, set up working days for the Schedule module and give access control to project members. 

To configure the settings of a project, go to the Projects module and open the project's page. Click … in the navigation header and then click Settings.  

project settings

Click General on the left-hand side of the Settings window. Select the days which the system considers as working in the Schedule module. Strict Auto Scheduling manages exactly how you want the dependencies to perform between actions. Checking the box means that all the actions move together, no matter which direction they’re moving. 

General settings

Click Modules on the left-hand side of the Settings window. A window displaying the available modules opens. Use the mouse to activate each module individually. You can only turn on modules which were set up under the Projects level as On (Activated Individually). Click the link to find out how to customize and configure the settings of the Projects module. 

Module Settings

Click Access Control on the left-hand side of the Settings window. From here you can grant access to new users, revoke access, add relative roles, filter users based on roles, and see teams.

Access control settings

Click Save for the configuration to apply. 

projects settings users

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