Configuring custom project priorities

It is possible to customize and assign priority levels to your projects so project managers and teams can prioritize their work accordingly. This feature allows for better visibility of high-priority projects and enables team members and project managers to focus more on where is needed the most.

This article includes:

• Configuring custom project priorities
• Disabling or deleting project priorities
• Applying a custom priority to a project
• Viewing and filtering by project priority

Configuring custom project priorities

Before being able to apply priority levels to projects, the custom options need to be configured by an administrator. Administrators can customize the project priorities to their naming convention or based on their needs.  Here 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 only affects the way the priorities appear in the project.

To view and customize the project priority levels

1. Click on Admin on the top bar.
2. Click on Project Priority from the dropdown.
3. Click on the empty field that reads New priority level.
4. Type the name of the priority level e.g. High, Normal, Low, or P1, P2, P3, etc.
5. 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).
   1. To reorder: Hover over the left side of each option and click on the drag icon, to drag and drop them in the preferred order. This will ensure that when selecting the priority in the project, the options will appear in the order set from the Admin panel. 

Disabling or deleting project priorities

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

1. Click on Admin on the top bar.
2. Click on Project Priority from the dropdown.
3. Click on the three dots that appear on the right side of an options line
4. Select to either disable or delete the option.
   • To re-enable a disabled option, click on the three dots that appear on the right side and choose Enable. 

Applying a custom priority to a project

Admins, Controllers, Managers, or any user with custom permissions that include the "manage projects" option can apply priority levels to projects from the Project settings. 

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. 

Viewing and filtering by project priority

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, each user will have to individually enable these options.

Enabling priorities on the Projects page

As with the 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 priorities 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

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

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.