Project Type Workflow Conditions
Here you can determine the conditions that need to be met before moving from one status to another. These can include a budget being approved, no open ri...
Mon, 15 Mar, 2021 at 4:16 PM
Project Type Workflow Notifications
You can specify the notifications that are to be sent when a project moves to another status. These notifications are set up through Workflow Notificatio...
Mon, 15 Mar, 2021 at 4:16 PM
Project Type Workflow Permissions
These entries determine the users who can cause projects to move between various statuses. Those statuses and their movements are listed together...
Thu, 15 Apr, 2021 at 9:57 PM
Project Type Workflow Updates
When a status movement occurs, values can be set automatically on the project. For example, when a project moves from a planning to a production stage, i...
Mon, 15 Mar, 2021 at 4:16 PM
Project Workflows
Here you can define the various workflows that can apply to projects. Each workflow will comprise a series of statuses and can have several routes to move b...
Mon, 15 Mar, 2021 at 4:16 PM
Project Workflow Settings
NOTE: This option only appears if you have not already activated project workflows.   Use this view to activate project workflows a...
Mon, 15 Mar, 2021 at 4:16 PM
Report Settings
Use this view to identify images to be used in all reports. Header Image Choose File Find and upload images to be included in ...
Tue, 7 Dec, 2021 at 9:45 AM
Restrictions
All the checkbox settings determine the restriction defaults that apply when creating the indicated records. You can specify defaults for each type of ...
Thu, 15 Apr, 2021 at 9:58 PM
Scheduled Jobs
Use this option to schedule: •   the calculation of strategic planning actual values at set times. This updates the values with the latest timesheet and ex...
Thu, 15 Apr, 2021 at 9:59 PM
Scheduled Reports
Access this view to schedule reports to run at a stated time and to email them to specified people. Select Scheduled Reports from Configuration and existin...
Mon, 15 Mar, 2021 at 4:18 PM