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Project Settings

Project Managers can configure which features of project manager they want to have visible and utilize on their individual projects. The Project Settings can be accessed from the right-hand popout bar.

Project Logic

Project Managers can choose the following behaviors for their project:

  • Automatic calculation of Project RAG Status - If this is enabled and a Project RAG Tolerance Matrix is selected, the Project RAG Status field in the project details becomes read only and the value is automatically determined based on the selected matrix. This allows the Project Manager to give custom weightings to individual project RAG tolerances to better manage their project overall.
  • Automatic recording of daily project costs - If this is enabled, the system will total up the project costs at the end of every day and record it as an entry against the project’s cost history. These values can be visualized on a line graph on the costs tab of a project and they can also be edited if the user has the appropriate permissions in the project to do so.

Reports

Project Managers can action pre built reports against their project

Currently available reports are:

  • Project Summary

Currently available actions are:

  • View

Tabs

Configuring Project Tabs

Choose which tabs are applicable and you want to display and use on your project.

  • All of the available features of a Project are represented with a title and a toggle

  • By default, all project tabs are enabled

  • Toggle a project tab off to make it invisible to All project members for that given project

  • Toggle a project tab on to make it visible again to All project members for that given project

Available Project Tabs

  • Scope Changes

  • Boards

  • Resources

  • Relationships

  • Budgets

  • Costs

  • RAID

  • Risks

  • Assumptions

  • Issues

  • Dependancies

  • RAG Tolerances

  • Documents

  • Attachments

  • Links

  • Tags

Project Role Permissions

Manage what permissions each project member has to every aspect of a project through the project role they have been assigned.

It is possible to allocate the following permissions to each aspect of a project

  • View
  • Add
  • Edit
  • Remove

In addition to the standard permissions on project features, additional more granular permissions can be set for tasks linked to a project:

  • Edit
  • Edit Task Dates
  • Edit Task Ownership
  • Edit Task relationships

By default, all project roles will have full access and rights to all project aspects. The Project Manager can then through Project Settings in the side panel of a given project, add permissions to one or all project roles for their given project.

  • Select the role to apply the permissions too

  • Select the permissions required for the role by selecting each tick box next to the required feature and permission.

  • Apply permissions to All project features, both vertically and horizontally by clicking the icon of the project feature and or the specific permission type

Once finished, click Update to apply

  • Project Managers can edit and remove permissions on a project by project basis.

* If Project Permissions have been set in a project template, they will be immediately applied to any project raised against the project template, and only the project manager will have the rights to edit or remove them once applied.

Managing Project Features in Project Templates

As well as configuring the project settings per project, it is also possible to predefine these in your Project Templates so these will be automatically inherited once a project is raised from a given project template.

  • This will remove the need to configure these settings on a project by project basis
  • Project Managers for projects raised from templates can still configure project settings once the project has been raised from the project template

Time Recording

The Time Recording tab within project settings is available to the project manager if Hornbill Timesheet Manager is installed.

Project Managers can view and review recorded time against their project by:

  • Category
  • Sub-Category
  • By Project Member
  • In List view

Project Time

The Project Time tab gives a high level summary of all time recorded against the project:

  • Total Project Time.
  • Details of the last timesheet value recorded against the project.
  • A chart showing total project time per project stakeholder.
  • Options to customize the chart appearance based on chart type and theme.

Settings

The Settings tab allows the project manager to set the default timesheet category and sub category values for the various project areas:

  • The project in general
  • Project Tasks
  • Project Risks

Project Time Popup

In addition to the summary, it is also possible to view a more detailed breakdown of project time by clicking the chart icon to the right hand side of the window.

Time by Category/Sub Category

This chart breaks down all project time by category. Clicking on a category drills down and displays all the sub categories within the selected category. The chart can be customized by type and theme, based on individual user preferences.

Time by Area

This chart breaks down all project time by area (currently project, project tasks and project risks). The chart can be customized by type and theme, based on individual user preferences.

Time by Day

This chart breaks down all project time by day. The chart can be customized by type and theme, based on individual user preferences.

Timesheet Entries

This view shows all of the individual project timesheet entries for audit purposes.

Project Stakeholder Time Popup

In addition to the summary, it is also possible to view a more detailed breakdown of project stakeholder time by clicking the chart icon to the right hand side of the window.

This chart breaks down all stakeholder project time by category. Clicking on a category drills down and displays all the sub categories within the selected category for the selected stakeholder. The chart can be customized by type and theme, based on individual user preferences.

Time by Area

This chart breaks down all stakeholder project time by area (currently project, project tasks and project risks). The chart can be customized by type and theme, based on individual user preferences.

Time by Day

This chart breaks down all stakeholder project time by day. The chart can be customized by type and theme, based on individual user preferences.

This view shows all of the individual stakeholder project timesheet entries for audit purposes.

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