Managing your project settings

Once a project is created, users have the possibility to manage and edit them through Project Settings. 

This article covers the settings available for your Projects:

• General settings
• Status settings

• Tasks settings

• Financials settings

• Team settings
• Integrations

To access a project's Settings

1. Click on Projects from the top bar.
2. Select All Projects from the dropdown.
3. Select your project.
4. In the left side panel, select Settings.

General Settings

The project owner or administrators can edit the essential project information, and duplicate or delete the project from here. In particular, it is possible to configure or update:

• Project name
• Project description
• Client
• Project start and end dates
• Project labels
• Project color

Status settings

In this tab it's possible to review and manage the stage, status and the priority level of a project. To learn more about how to manage the status of a project, see Viewing and managing your projects status.

Project Stage

Forecast provides five (5) stages that can be selected for your projects. The status is useful to get the project started, and get a quick glimpse of the project progress within your dashboard and for reporting purposes. 

Overview of statuses

• Opportunity (Plus only)
• Planning 
• Running
• Halted
• Done

Priority level

The priority level setting enables users to mark the criticality of a project by selecting what should be the priority level. You can learn more about Project Priority levels through our article here, Project Priority Levels.

Tasks settings

1. Sprint Planning - The possibility to enable or disable working with sprints as well as to set the duration for a sprint.
2. Subtasks - Choose to have the tasks arranged in a hierarchy for the project.
3. Task Monitoring - Use task monitoring to add Followers or Owners to a task. Followers and Owners get task notifications even if they are not assigned to the task themselves.
4. Estimation Units - Choose the estimation unit that the project will be using for the time registrations. The two options here are Hours and Points. While hours can be applied to any type of project, points are a viable option for Agile projects.
5. Remaining Work Estimate - Choose how the remaining estimates on tasks should be calculated. Users can either opt to re-estimate the remaining work manually or let Forecast automatically calculate it each time a new time registration is made.
6. Create New Task (External Access) - Use external access to allow anyone outside of Forecast to add tasks to a project. They won’t be able to see or do anything but create tasks.

Financials settings

Baseline

Forecast's Baseline feature allows users to pre-scope a project's financials to create a realistic proposal for any potential client. Baseline can help with scoping and can assist with avoiding scope creep. Baseline is only available to Plus customers. To read more about the feature, take a look at Setting and Reviewing Project Baseline.

Project Budget Type

When creating and working with projects in Forecast, users have the possibility to choose between four (4) distinct budget types depending on the contract they have with their clients. To read more about the different budget types, take a look at our article, Overview of budget types.

Rate card

With rate cards, users are able to assign and set standard billing rates based on the roles they create. Tailor rate cards to a specific client, region, or project type. Rate cards are used for assigning the correct rate for the project budget.

Please note that depending on your subscription Plan you may or may not be able to have rate cards or edit them. To read more about rate cards, take a look at Configuring your rate cards and Managing rate cards in projects.

Internal hourly cost

Internal hourly cost is the second most important financial information, after rates, in Forecast. Internal cost indicates how much it costs the company when its resources are working on a project. This cost is calculated and the difference between it and the revenue on a project is the company's profit. 

Please note that depending on your subscription plan you may or may not be able to set internal hourly costs for your staff. To learn more please visit our help center article here, About internal hourly costs and how it works.

Team settings

View the team members assigned to the project under Team.
Users also have to possibility to add new team members to the project, remove them from it and assign a project owner.  See  Adding a team or individuals to a project for more information.

Integrations

Within this tab the Project Owner can integrate their Forecast project with any supported third party application. See Apps & Integrations for an overview of the available integrations.