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
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
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
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
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
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
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
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
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
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