Configuring custom project priorities

Customize and assign priority levels to projects to prioritize work. Project Priority promotes visibility over high-priority projects and enables team members and project managers to focus more on what is needed most.

This article includes:

• Configuring custom project priorities
• Disabling or deleting project priorities
• Applying a custom priority to a project
• Viewing All Projects by Priority Level

Configuring custom project priorities

Project Priority is managed within the Admin panel. Three default project priorities are include, High Medium and Low. You can create up to 10 customized project priority levels using a naming convention based on your specific needs. Project priority levels are ranked in order from highest to lowest and can be used to filter and sort projects throughout the platform. 

To configure a custom project priority

1. Click Admin in the top bar.
2. Select Project Priority from the dropdown.
3. Three default priorities appear: High, Medium, Low.
4. Click on the empty field, New priority level.
5. Enter the name of the new priority level. 
6. Click the + to add the priority.
   
7. Hover over the left side of the priority.
8. Click the 8dots icon and drag and drop the priority in your preferred order. 
   

Disabling or deleting project priorities

Project priorities can be deleted or disabled. Deleting a priority removes it from Forecast. The action is final and cannot be undone. Disabling a priority renders it unavailable for use or application to projects, though it may be re-enabled in the future.

To disable or delete project priority options

1. Click Admin in the top bar.
2. Select Project Priority from the dropdown.
3. Click on the three dots that appear on the right side of an options line
4. Select disable or delete.
   
5. To re-enable a priority, click on the three dots that appear on the right side and select Enable. 

Applying a custom priority to a project

Admins, Controllers, Managers, or other user permissioned to manage projects can apply priority levels to projects. Project priority is defined in a project's Settings. 

To apply a priority to a project

1. Click Projects in the top bar.
2. Select All Projects from the dropdown.
3. Click on a project to open it. 
4. Click Settings in the left side panel. 
5. Click Status.
6. In Project Priority, select the appropriate priority from the dropdown. 
   

Viewing All Projects by Priority Level

To quickly view projects by their priority level, enable the option on All Projects, or create and save a filter for use now and in the future. 

Enabling Priority on All Projects

A project's priority can be enabled on the All Projects page. Doing so allows you an at-a-glance view of your projects by their assigned priority.

To enable Priority on All Projects

1. Click Projects in the top bar.
2. Select All Projects from the dropdown.
3. Click the Eye icon.
4. Hover over Project Basics.
5. Select Priority to enable visibility for each project. 
   

Filtering All Projects by Priority

All Projects includes filters making it easy to view and manage your projects. Create a filter for Priority and save it for future use.

To filter All Projects by Priority

1. Click Projects in the top bar.
2. Select All Projects from the dropdown.
3. Click on Filter.
4. Click More options.
5. Click on Priority level.
6. Select the priorities you wish to include or exclude in All Projects. 
7. Click Save Filters and apply a filter name in the purple box.