Project Priority Levels

Forecast's Project Priority levels allow project managers to mark an entire project with a custom priority. This option allows better visibility of high-priority projects and enables team members and project managers to focus more on projects that need to be prioritized.

This feature is only accessible by Admins, Controllers, Managers, and custom permissions that include the manage projects option. However, only Admins can create project priority options from the admin panel.

This article includes:

• Project priority field configuration
• Applying project priority options to projects
• Filtering by and viewing project priority on a project

Project Priority field configuration

Before a project priority level can be applied to projects, it is a requirement that priority options are created. This process takes place entirely on the admin panel and thus only an account admin can do this process.

Viewing the project priority settings

The project priority menu is located in the Admin panel. The steps below go over how to reach the menu.
From this menu, the project priority options can be created, disabled, and deleted. Moreover, from this menu, it is possible to set the order that which the options appear. The order does not affect anything more than the way the options appear in the project when choosing them.

To view the project priority configuration menu

1. Click on Admin on the top bar.
2. Click on Project Priority from the dropdown.

Creating project priority options

Administrators can customize the project priorities to their naming convention or based on their needs. 

To create project priorities

1. Click on the empty field that reads New priority level.
2. Type the name of the priority level e.g. High, Normal, Low, or P1, P2, P3, etc.
3. Click on the green plus icon once ready to create the option or press Enter on your keyboard.

The project priority option is now created and if it is the first one created it will, by default, appear as the first option (marked by the number one).

Changing the order the options appear in

In addition to customizing the name for the project priorities, administrators can change the order in which the priorities display. This will ensure that when clicking on the project dropdown menu the options appear in the order that is set from the configuration menu. Starting from one and ascending in number.

To change the priority of the project priority options

1. Hover over the left side of the options line where the multiple dots are visible
2. Click and drag on the dots to move the options and change the order

Disabling and deleting project priority options

From the same area, it is also possible to disable or delete the options that were created.

To disable or delete project priority options

1. Click on the three dots that appear on the right side of an options line
2. Select to either disable or delete the option

Deleting an option permanently removes it from Forecast. Disabling an option will make it unavailable to be applied to any projects until it is re-enabled.

To re-enable a disabled project priority option

1. Click on the three dots that appear on the right side of an options line
2. Click on enable

Now that the project priority options have been created and are set in the desired order, a user will be able to apply them to projects.

Applying project priority options to projects

To apply a project priority option it is necessary to be able to access the project settings. Accessing the project settings is only available for Admins, Controllers, Managers, and custom permissions that include the manage projects option.

To apply a project priority option to a project

1. Click on Projects from the top bar.
2. Select All Projects from the dropdown.
3. Click on a project to open it. 
4. In the left side panel click on Settings.
5. Click on the Status.
6. In the Project Priority section, select one of the Priority Level options from the dropdown menu.

 Once the option is chosen the project will be marked accordingly and the priority level can be viewed from the Projects page. 

Filtering by and viewing project priority on a project

To quickly view the priority level of a project it is possible to either enable this information in the Projects page so it always shows or filter by the priority levels by using the filters in the projects page. In both cases, the user will have to individually enable these options.

Enabling priority levels on the projects page

As with other information that can be displayed in the projects tab through the Eye icon, priority levels can also be displayed. This allows for users to quickly get an idea of the priority that was given to a project by the project manager(s).

To enable priority levels to be shown on the projects page

1. Click on Projects from the top bar.
2. Select All Projects from the dropdown.
3. Set the view to list view by clicking on the icon next to the eye icon.
4. Click on the Eye icon.
5. Hover over Project Basics.
6. Move the cursor across and click on priority.

This will enable the priority level to appear as one of the details on each project's line. If a project is missing that information then no priority level has been set for that project yet. 

Filtering projects by priority level

It is also possible to filter projects in the projects tab based on priority level. This will result in the page only showing projects that are marked with the priority level of the filter applied.

To filter projects by priority level

1. Click on Projects from the top bar.
2. Select All Projects from the dropdown.
3. Click on Filter.
4. Click on More options.
5. Click on Priority level.
6. Select and click on the level that the page should be filtered by.