A project's settings are identified during initial creation. However, there may be times you need to adjust a project's settings or enable additional settings to allow the project to match your working style.
This article covers the settings available in your projects.
To access a project's Settings
- Click on Projects from navigation bar.
- Select All Projects from the dropdown.
- Select your project.
- In the left side panel, select Settings.
General
A project's General settings contains essential project information including:
- Project Name
- Description
- Project ID
- Client
- Project Dates
- Project Labels
- Project Color
Two (2) additional options appear below Project Details.
-
Duplicate Project
Create a new project from an existing one. Select the settings to duplicate from the original when the new project is created. -
Delete Project
Permanently remove the project from your account. Confirmation of the deletion is required before the action is committed. Deleting a project is final and cannot be undone. If you have deleted a project in error, you will need to recreate it.
Status
Status includes Project Stage, Win Chance, Project Priority and Project Status
Project Stage
Forecast provides five (5) Project Stages:
- Opportunity - A project that has potential to be won. The default stage for new Baseline-enabled projects.
- Planning - A project that is being outlined for completion. The default stage for new projects.
- Running - An active project that is currently in progress.
- Halted - A project that has been put on hold.
- Done - A project that has been completed.
Win Chance
Win Chance is used to define the likelihood of a project being won. Win Chance is customizable for Opportunity projects. The default win chance on new projects is 100%.
- Use win probability considers a project's win chance when calculating resource utilization and is available in People Schedule, All Timelines and Capacity Overview.
Project Priority
Project Priority is customizable within your Company's settings. Use Project Priority to identify the criticality of a project throughout the platform. New projects do not have a default project priority level.
Check out Configuring Custom Project Priorities for more information.
Project Status
Three (3) default statuses are available for your projects. Use Project Status to highlight the current status of a project.
- Project Status is based on the visual RAG status definitions.
- A project's current status appears along with any notes that may have been added when the status was set.
| Color | Status |
|---|---|
| Red |
|
| Amber |
|
| Green |
|
New projects default to On track. A project's full status history, including notes, is available by expanding Status History.
Learn how to manage project status in: Using Project Status.
Tasks
Set your project's tasks settings.
Sprint Planning
Use Sprint Planning if you are working agile in this project. Work with Sprints may be enabled when the project is created or Sprint Planning may be toggled on here for existing projects. Set the sprint duration in days, by entering a value. The default sprint is 14 days.
Subtasks
Allow your tasks to be arranged in a hierarchy for this project. Subtasks are enabled by default. Disabling subtasks removes the task hierarchy, flattening all tasks across the project. Confirm the action is final and cannot be undone, if you do not wish to use subtasks in your project.
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.
The default selection for all projects is Do not use task monitoring.
Estimation Units
Choose which units you want to estimate your tasks in. Estimating in points can be useful in some cases when you work agile.
If you opt to estimate in points, input the conversion of hours per story points for your project.
Remaining Work Estimate
Choose how you want to calculate remaining estimates on tasks. You can re-estimate remaining work manually or let Forecast automatically calculate it each time a new time registration is made.
The default selection is Automatically. You will not be permitted to change the Remaining Work Estimate setting for projects that are integrated with JIRA.
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.
When enabled, a page link is provided along with the option to Require password to create task. Identify where externally created tasks will appear in Add to status column.
Financials
Baseline
Use Baseline to sketch rough estimates of time, roles and expenses needed for a project. You can use Baseline to make proposals to the client, or to keep track of the initial project Scope. Baseline can also assist with avoiding scope creep.
To read more about using Baseline in projects check out: Setting and Reviewing Project Baseline.
Project Budget Type
Forecast includes four (4) budget types: Time & Materials, Fixed Price, Retainer and Non-billable.
Budget type is most often set when a project is created, however it may be possible to change a project's budget type, if needed. It is not possible to change a project's budget type if the project contains invoiced time registrations or locked retainer periods.
Learn more about the different budget types available for projects in: Overview of budget types.
Rate card
Rate cards allow you to set standard bill rates for your services by role. Tailor rate cards to a specific client, region, or project type. Define a default rate card for all new projects or select a specific rate card during initial project creation.
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 cost associated with an employee's time on a project. The Internal Hourly Cost setting in projects defines the cost of Baseline work estimates or unassigned tasks within a project.
- Toggle between Company Averages and Project Team Averages or opt to Set a fixed internal hourly cost on the project.
- Internal hourly cost is calculated using the internal hourly costs assigned to current active users only.
To learn more check out: Understanding Internal Hourly Cost.
Value Calculations
Value Calculations allow you to configure how values are calculated for the project. Values can be based on task estimates, time registrations or allocations.
Use this setting to customize how the following values are calculated in your projects:
- Planned Values
- Forecast to Complete Values
- Actual Values
Check out Configuring project Financials values for more information.
Team
Team members can be added when a project is created or later on in the future.
Use Team to view the project team, add or remove team members and assign a project owner.
See Adding Team Members to Projects for more information.
Integrations
Integrate your project with a supported third-party application. Existing integrations on the project, such as the JIRA synced project or HubSpot linked deal, appear on this page.
See Apps & Integrations for an overview of the available integrations.
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