Global Settings
- Last updated
- Feb 3, 2025
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- Winter 2021 Update 3 (March 7, 2021)
- Winter 2021 Update 2 (February 14, 2021)
- Winter 2021 Update 1 (January 24, 2021)
- Winter 2021 (January 3, 2021)
- Clarizen 2021 Fall Product Release Webinar
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- 2020 Release Notes
- Fall 2020 Update 3 (December 6, 2020)
- Fall 2020 Update 2 (November 15, 2020)
- Fall 2020 Update 1 (October 25, 2020)
- Fall 2020 (October 4, 2020)
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- Summer 2020 Update 2 (August 16, 2020)
- Summer 2020 Update 1 (July 5, 2020)
- Spring 2020 Update 4 (June 14, 2020)
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- Spring 2020 Update 1 (April 5, 2020)
- Winter 2020 Update 3 (March 8, 2020)
- Winter 2020 Update 2 (February 16, 2020)
- Winter 2020 Update 1 (January 5, 2020)
- 2019 Release Notes
- Fall 2019 Update 3 (December 15, 2019)
- Fall 2019 Update 2 (November 24, 2019)
- Fall 2019 Update 1 (October 15, 2019)
- Summer 2019 Update 3 (September 15, 2019)
- Summer 2019 Update 2 (August 18, 2019)
- Summer 2019 Update 1 (July 7, 2019)
- Spring 2019 Update 5 (June 16, 2019)
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- Spring 2019 Update 3 (May 12, 2019)
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- Winter 2019 Update 2 (January 27, 2019)
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- Release Notes Archive
- 2018 Release Notes
- Fall 2018 Update 1 (October 14, 2018)
- Fall 2018 Update 2 (November 4, 2018)
- Fall 2018 Update 3 (November 25, 2018)
- Spring 2018 Update 1 (April 29, 2018)
- Spring 2018 Update 2 (May 20, 2018)
- Spring 2018 Update 3 (June 10, 2018)
- Summer 2018 Update 1 (July 1, 2018)
- Summer 2018 Update 2 (July 22, 2018)
- Summer 2018 Update 3 (August 12, 2018)
- Summer 2018 Update 4 (September 2, 2018)
- Winter 2018 Update 1 (January 7, 2018)
- Winter 2018 Update 2 (January 28, 2018)
- Winter 2018 Update 3 (February 18, 2018)
- Winter 2018 Update 4 (March 11, 2018)
- Winter 2018 Update 5 (April 8, 2018)
- 2017 Release Notes
- Fall 2017 Update 1 (October 29, 2017)
- Fall 2017 Update 2 (November 12, 2017)
- Fall 2017 Update 3 (December 3, 2017)
- Fall 2017 Update 4 (December 17, 2017)
- Spring 2017 Update 2 (April 23, 2017)
- Spring 2017 Update 3 (May 14, 2017)
- Spring 2017 Update 4 (June 4, 2017)
- Spring 2017 Update 5 (June 18, 2017)
- Spring 2017 Update 6 (July 2, 2017)
- Summer 2017 Update 1 (July 16, 2017)
- Summer 2017 Update 2 (July 30, 2017)
- Summer 2017 Update 3 (August 20, 2017)
- Summer 2017 Update 4 (September 10, 2017)
- Summer 2017 Update 5 (October 1, 2017)
- Winter 2017 Update 1 (January 8, 2017)
- Winter 2017 Update 2 (January 22, 2017)
- Winter 2017 Update 3 (February 5, 2017)
- Winter 2017 Update 4 (February 19, 2017)
- Winter 2017 Update 5 (March 5, 2017)
- 2016 Release Notes
- Fall 2016 Update 19 (September 4, 2016)
- Fall 2016 Update 20 (September 18, 2016)
- Fall 2016 Update 21 (October 5, 2016)
- Fall 2016 Update 22 (October 30, 2016)
- Fall 2016 Update 23 (November 13, 2016)
- Fall 2016 Update 24 (November 27, 2016)
- Spring 2016 Update 10 (April 17, 2016)
- Spring 2016 Update 11 (May 8, 2016)
- Spring 2016 Update 12 (May 22, 2016)
- Spring 2016 Update 13 (June 5, 2016)
- Spring 2016 Update 14
- Spring 2016 Update 7 (March 13, 2016)
- Spring 2016 Update 8 (March 20, 2016)
- Spring 2016 Update 9 (April 3, 2016)
- Summer 2016 Update 15 (July 3, 2016)
- Summer 2016 Update 16 (July 17, 2016)
- Summer 2016 Update 17 (July 31, 2016)
- Summer 2016 Update 18 (August 14, 2016)
- Winter 2016 Update 1 (December 20, 2015)
- Winter 2016 Update 25 (December 11, 2016)
- Winter 2016 Update 2 (December 27, 2015)
- Winter 2016 Update 3 (January 17, 2016)
- Winter 2016 Update 4 (January 24, 2016)
- Winter 2016 Update 5 (February 8, 2016)
- 2015 Release Notes
- FA'15 Update 2 (September 15)
- FA'15 Update 3 (October 11)
- FA'15 Update 4 (October 25)
- Fall 2015 Update 5 (November 8, 2015)
- Fall 2015 Update 6 (November 22, 2015)
- WINTER 2015-2016 RELEASE: WHAT'S NEW
- Data Warehouse Export
- Document Publisher Support for PowerPoint with Macros
- External Collaborator Solution
- Interactive and Actionable Calendar View
- Obsolete System Property
- Quick Tasks and Action Items Import App
- Real-Time Updates for Multiple Editors
- Release at a Glance
- Report Enhancements
- The Activity Stream App
- Watch the Winter '15 '16 Product Webinar
- Notices
- Summary of AdaptiveWork Updates and Releases
- 2024.R03 (March 3, 2024) - restricted
- 2018 Release Notes
- Getting Started with AdaptiveWork
- Users and Resources
- Permissions
- Intro to User Types, Roles, and Permissions
- User Types
- Cases Inherit from Work Items
- Roles
- Extended Permissions for External Users in User Groups
- Financial Permissions for External Users
- Multiple Managers for Projects and Work Items
- Organization Permissions
- Permission Access Levels
- Permission Access Levels - from Project Template
- Restricted Field Sets
- Role-Based Financial Permissions
- Work Item Management
- Adding Dependencies
- Advanced Export Work Plan
- Baseline Work and Costs are Saved on the Resource Link
- Export to and Import from Excel - Picklists
- Hybrid Work
- Importing and Exporting to MS Project
- Importing and Updating Data Using MS Excel
- Interactive Gantt
- Lifecycle States
- Milestones
- My Work
- Portfolios
- Programs
- "Progress Update Request" Project Settings
- Projects
- Project Version Snapshots
- Reporting Progress
- Scheduling and Resource Conflicts
- Scheduling Work Items
- Shortcuts
- Subscribing to iCal
- Tasks
- Templates
- The Roadmap
- Understanding Work Policy Logic
- Working with Calendars
- Work Items Overview
- Work Item Module
- Work Plan 2.0
- Capacity Planning and Resource Management
- Financial Management
- Timesheets
- Timesheets Overview
- Timesheet Module
- Adding New Time Entries
- Timesheet Approvals
- Time Management - Best Practices
- Actuals Recognition Date
- AdaptiveWork Bot for Slack - Scheduling Options for Team Timesheet Reports
- Missing Timesheet Days API
- Pending Time
- Restorable Timesheets
- Setting Reportable Work Items
- Stopwatch
- Timesheet Reporting Enhancements
- Using AdaptiveWork Bot for Timesheet Management
- Strategic Planning
- More on AW modules
- Global Settings
- Alerts
- Email Notifications
- Enabling Global Setting 8.10
- Settings
- 'Manual' Progress Update Emails Setting for Projects
- Blocking File Types
- Change History
- Changing color of the icons in the navigation bar
- Configuring a Fiscal Calendar
- Contextual Menu for Work Plan
- Disable File Downloads in Profiles
- Dynamic Property Cards for Customer and Custom Object Entities
- Dynamic Property Card Layouts - Enhancements and General Availability
- Extensions
- Instance Cloning
- InterAct Settings
- Layouts
- Packaging configurations and components for migration or backup
- Process Monitor
- Profiles
- Recycle Bin
- Settings Overview
- Subject Email Line
- System Settings
- Welcome to Modern Theme
- Whitelisting external IP addresses
- Configurations
- Configurations Overview
- Advanced Configuration Options
- Associate specific Case sub-items (i.e. requests, issues, risks, and bugs) as related items in discussion groups
- Business Rules
- Calculate Project Financials - A New Action for Custom Actions and Scheduled Workflow Rules
- Changes to Resource-related Relations/References in Configurations
- Configuration Best Practices
- Configuration Quotas
- Custom Actions
- Custom Fields
- Custom Objects
- Custom Objects - Icon Library
- Custom Objects - New Get Object By External ID Function for Referencing Custom Objects by External ID
- Custom Object Links Inherit Permissions from Related Items
- Custom Pages
- Custom Panels
- Data Model
- Data Objects
- Dependent picklists
- Excel Import for Data Objects
- Field Types
- Filtered Lookups for Custom Action Forms
- Formula Editor
- Matching Current User Fields in Filtered Lookup Filters
- Migrate & Deploy
- Multiple Rules for Lookup Filters, and field selection from Source, Target or User
- New Logical Formula Function for Comparing Duration and Currency Fields with Zero (0) or Null Values
- Overview Field - workflow & configuration support
- Permanently deleting related items when object's state changes
- Predefined Lookup Rules in Reference to Object Fields
- Relabel, Edit Descriptions and Tooltips of Standard Fields
- Relations Summary in Custom Field Data Type Description
- Rich Text custom fields
- Set or Update Time-phase Financial Data using Workflow Rules
- Support for Followers on Custom Objects
- Support for Variables in Outbound Call URLs for Workflow Rules and Custom Actions
- Text Field Enhancements
- Time Phase Custom Field Support
- Time Phase Data Configuration Support
- Reporting
- Currency Fields in Exported Excel Reports are now Currency Fields
- Currency Summary in View Mode (Multi-Currency)
- Financial Planning Report Examples
- Reporting Best Practices
- Reports, Functions, and Relation Tables
- AdaptiveWork Functions
- Common Functions
- Catch Function
- GetCustomActionUrl Function
- GetCustomPanelUrl Function
- GetDocumentFileName Function
- GetFileURL Function
- GetHiddenRuntimeParameter Function
- GetHyperLink Function
- GetModuleViewUrl Function
- GetNextCounterValue Function
- GetObjectUrl Function
- GetObjectViewUrl Function
- GetPreviousValue Function
- GetReportUrl Function
- GetRuntimeParameter Function
- GetSessionId Function
- GetSystemSetting Function
- GetWidgetHyperLinkWithPassword Function
- GetWidgetHyperLink Function
- HyperLink Function
- IsCustomActionAvailable Function
- IsIPAddressInRange Function
- NumberOfAvailableLicenses Function
- ParseHyperLink Function
- PermissionsRole Function
- Convert Functions
- Currency Functions
- Date Functions
- DateAddCalendarFixedPeriod Function
- DateAdd Function
- DateDiff Function
- DateSubtract Function
- DateTimeValue Function
- DateTime Function
- DateValue Function
- Date Function
- Days Function
- Day Function
- GetAssignedWorkingTime Function
- GetEndWorkday Function
- GetEstimatedDueDate Function
- GetStartOfFinancialPeriod Function
- GetStartWorkday Function
- GetSumOfTimesheetReportHoursForFixedPeriod Function
- GetSumOfTimesheetReportHoursForGivenPeriod Function
- GetTimeZone Function
- GetWorkingTimeForFixedPeriod Function
- GetWorkingTimeForGivenPeriod Function
- Hours Function
- IsResourceAvailableForFixedPeriod Function
- IsResourceAvailableForGivenPeriod Function
- Minutes Function
- Months Function
- Month Function
- Now Function
- OrganizationNow Function
- Seconds Function
- Today Function
- ToOrganizationalDateTime Function
- ToTimeZone Function
- Weeks Function
- Week Function
- Years Function
- Year Function
- Financial Planning Functions
- Logical Functions
- Case Function
- Contains Function
- HasOverloadedResources Function
- HasPotentialActualWork Function
- HasRole Function
- If Function
- In Function
- IsChanged Function
- IsChangeType Function
- IsEditable Function
- IsEmptyOrZero
- IsFinancial Function
- IsFollower Function
- IsFromTemplate Function
- IsLeaf Function
- IsManuallySet Function
- IsMemberOfGroup Function
- IsMemberOfProfile Function
- IsMemberOf Function
- IsNew Function
- IsNull Function
- IsTeamMember Function
- IsTriggeredBy Function
- Not Function
- Math Functions
- ObjectReference Functions
- Pickup Functions
- Resource Utilization Functions
- Text Functions
- Common Functions
- AdaptiveWork Relations
- AdaptiveWork Reports
- Functions for Task Assignment
- New Functions for Currency Type, Billing and Cost Rates
- New Standard Fiscal Year Summary Fields for Budgeted Cost / Expected Revenue
- AdaptiveWork Functions
- Reports & Dashboards
- Additional Resource Utilization Reports
- Bubble and Scatter Charts - Overlap Detections
- Creating and Using Reports
- Creating a Dashboard
- Crosstab Report Date Range Available in View Mode
- Cumulative Time-Series Line Charts
- Enhancement: Hiding Grand Totals in Crosstab Tables
- Enhancements: Dashboard filters in shared widgets, revert option
- Enhancements: Freeze Columns in Crosstabs, Disable Tables
- Enhancements: Grouping in Tables, Leading Columns in Crosstabs and more
- Enhancements for Bar and Horizontal Charts
- Export Reports with Split Duration Fields and Converted Unit Type
- Filters in Dashboards
- Financial Resources Data in Reports
- Formula-based Totals in Report Tables
- Getting Started with Reports
- Mixed Charts
- Multi-Currency Support in Reports
- Notice: Changes to Aggregating Capacity Time Phased Data In Reports
- Reports and Dashboards Overview
- Report Enhancements for Formula Columns
- Show Login History in Reports
- Standard Reports List
- Support for sorting by reference to object fields in charts
- System Performance Report
- Time-phased Resource Utilization and Financial Reports
- Use Financial Time Frames in Resource Utilization Reports
- Using Capacity Time-Phased Data in Reports
- Utilization Time-phased Fields
- Timephase Financial Data in Reports & Dashboards
- Using the Resource Utilization Report
- Integrations
- Add-ins/Apps
- Action Items and Tasks Import App
- Data Loader
- Document Publisher
- Excel Add-in
- Portal Page
- Slide Publisher
- 01. Slide Publisher Introduction
- 02. Installing Slide Publisher
- 03. SSO for Slide Publisher
- 04. Building the Presentation
- 05. Program and Customer-centric Presentations
- 06. Enhanced Support for Portfolios and Runtime Filters on Current Customers
- 07. Report Filter Enhancements and Support for Shortcuts
- 08. Meeting Notes, Action Items, and Decisions in Slide Publisher
- 09. Uploading, Publishing, and Scheduling
- 10. Enhanced Scheduling Options
- zzz Archive Color Format in your Slide Publisher
- Extensions
- File Management
- Box Integration
- Google Files
- SharePoint Integration
- Create Folders in SharePoint and Link to AdaptiveWork Work Items
- Define Default SharePoint Folder for Programs and Projects
- SharePoint - Default Integration Path for Cases, Related Files in Discussions Inherit the Default Integration Path
- SharePoint - Default Integration Path for Related Files
- SharePoint Bi-directional folder sync.
- SharePoint Online - Creating a New Folder from a Template Folder
- SharePoint Online - Managing Content
- SharePoint Online - Setting Up the Integration
- SharePoint Site Collection Paths per Customer
- SharePoint Support for Site Collections as Default Paths, Uploading Files via Customizations
- Support for Multi-User Access to SharePoint via a Single Organization Account
- SSO and User Provisioning
- Active Directory User Sync v2
- Authentication With Identity Providers (SSO)
- Automatic Allocation of Requestor Licenses to New or Suspended Users via SSO Login
- Cloud-Based User Provisioning with Microsoft Azure Active Directory
- Cloud-Based User Provisioning with OKTA
- Cloud-Based User Provisioning with OneLogin
- User Provisioning with On-Premise Active Directory
- Add-ins/Apps
- AdaptiveWork Mobile
- API
- Add and Remove Calendar Exceptions via Web Service API
- API Extraction of Deleted Time-phased Data
- API Keys Support
- API support for Project Assignment
- Overview field support in API - Predictable external ID
- REST API Guide Version 2
- Support for Number of Customers in API
- Upsert Feature in API
- Web Service API Guide Version 2
- AdaptiveWork Training Material
- Best Practices
- Tips and Tricks
- Training Courses
- Video Tutorials
- 1.Foundation Overview
- AdaptiveWork Orientation - Getting Started
- Administration Part 1: Global and System Settings
- Administration Part 2: User Management
- Administration Part 3: View Management
- Administration Part 4: Profile Management
- AdaptiveWork Basics of Data Modeling
- Basic Project Budgeting
- Capacity Planning - Getting Set Up
- Capacity Planning - Staffing Request
- Creating a Project
- Custom Objects
- Data Loader - Advanced Topics
- Data Loader - Introduction and Essentials
- How to Create and Edit a Template
- How to Use Slide Publisher
- Import and Export Using Microsoft Project
- Import and Export Workplan List View
- Managing Resources Using the Capacity Planning Module
- New Project From a Template
- Project Mgmt 101: Part 1 Building Projects and Templates
- Project Mgmt 101: Part 2 Planning, Staffing, and Activation
- Project Mgmt 101: Part 3 Project Execution and Reporting Progress and Time
- Project Mgmt 101: Part 4 Basic Case Management
- Project Scheduling
- Project Scheduling with Dependencies
- Reporting Basics
- Reports and Analysis: Intro to Data Model, Reports, and Dashboards
- Resource Management
- Slide Publisher Introduction and Installation
- Slide Publisher Presentation Building and Formatting
- Slide Publisher Program Portfolio and Customer Presentation
- Slide Publisher Reports and Charts
- Slide Publisher Uploading and Publishing
- Time-Phased Reporting
- Time Tracking
- Understanding Project Roles
- Views - Overview
- Work Policy Tutorial
- Data Science and AI
Overview
This page describes AdaptiveWork Global settings and includes the following sections:
See also Date-effective Cost and Billing Rates.
About Global Settings
AdaptiveWork Global Settings are divided into three sections.
Your organization's Admin user configures each section at the organization level, such as the organization's corporate image, name and logo, industry type, location, time zone, cost and billing rates, currencies, and the organization's calendar.
Additional fields—known as global fields — can be added to the organization's system using AdaptiveWork customization features. Global fields can then be used and referenced across the application even further using more customization capabilities.
Admin users define the following Global Settings in the General Information pane:
- Setting Organization Name and Icon (Logo)
- Display Organization Name
- Industry Type
- Organization Size
- Package Type
- Billable Add-ons
Setting Organization Name and Icon (Logo)
- Click the Global Settings, General Information Organization Name field.
The Logo and Organization Name fields become active. - In the Organization Name field, select the current text.
- Type to replace the organization name.
- Click the Icon
- Click
- Locate the desired icon, logo or image file on your computer, and click Open .
- Click
The data is sent to the server.
The updated data appears in the organization's Properties Card.
Note: The option Revert to default is added to the Icon field drop-down menu.
To revert to the default icon, click the Icon field and select
Display Organization Name
- Hover over the Display Organization Name field.
The Display Organization Name switch control opens.
- Click
to disable (or
to enable).
The data is sent to the server. The information is added to the organization's Properties Card .
Industry Type
A drop-down list e nables you to define the organizations' industry types.
- Click the industry type field.
The drop-down list opens. - Scroll to and select the relavent industry.
- Click
The data is sent to the server. The information is added to the organization's Properties Card.
Organization Size
A drop-down list enables setting the number of employees in the organization.
- C lick the organization size field.
The drop-down list opens. - Scroll to and select the required number or range of numbers.
- Click
The data is sent to the server. The information is added to the organization's Properties Card.
Organization Settings
Admin users define the following Global Settings in the Organizational pane:
- Country
- State
- Organization Language
- Time Zone
- Calendar
- Landing Page
- Default Workflow User
- Federated Authentication
- Currency Type
- Currencies
- Error Notifications
- Capacity Planning Heatmap
Note: Personalizing a AdaptiveWork profile for individual user settings, such as Time Zone, Language, Landing Page, etc. override Organization and Group level settings.
Set your default organizational country.
- Click the Country field.
A drop-down list opens. - Scroll to and select the country.
- Click
The data is sent to the server. The information is added to the organization's Properties Card.
State
This setting is accessible only if your country parameter is set to the United States.
- Click the State field.
A drop-down list opens. - Scroll to and select the state.
- Click
The data is sent to the server. The information is added to the organization's Properties Card.
Organization Language
Set the default system language. This can be customized by group or per individual user.
Available languages include: Chinese (Simplified and Traditional), English, French, German, Hebrew, Japanese, Polish, Portuguese, Russian and Spanish.
- Click the Organization Language field.
The drop-down list opens. - Scroll to and select the language.
- Click
The data is sent to the server. The information is added to the organization's Properties Card.
Time Zone
Set the default organizational time zone for groups and individual users.
- Click the Time Zone field.
The drop-down list opens. - Scroll to and select the time zone.
- Click
The data is sent to the server. The information is added to the organization's Properties Card .
Calendar
Set the organizational work day settings.
- Click the 'edit...' link.
- The editable system Calendar opens.
- Click
to open the schedule settings dialog
Set the following calendar and work day parameters:- Type the Calendar's Name
- Select the Fiscal Year option to activate fiscal year options.
- Change the Fiscal year start date. (Only available if Fiscal year is selected)
- Select whether to Show quarters # relative to fiscal month. (Only available if Fiscal year is selected)
- Define the default number of hours in a day
- Define the default number of days in a month
- Define the work week's 'Starts on' day
- In the displayed calendar check the days defined as 'Working days'
- For each day (if different) set normal office hours, add breaks if applicable
- Click
- Click
and define the Add Exception fields in order to add vacation days, holidays, etc... to the calendar
- Click
- Click
to close the editable system calendar.
Landing Page
Set the default landing page.
- Click the Landing Page field.
The drop-down list opens displays all potential modules/pages that can be selected as the default landing page for the organizational users. - Scroll to and select the page.
- Click
The data is sent to the server. The information is added to the organization's Properties Card.
Default Workflow User
A Default Workflow User in Planview AdaptiveWork is a setting that defines which user will be listed as the "Last Updated By" or "Created By" when items are updated or created using workflow rules that don't specify a particular user. This setting is useful when you want to have a default user assigned for workflow actions where no specific user is indicated. This allows for consistent and automated user attribution in scenarios where workflow rules are triggering updates or creations without direct user involvement.
The Default Workflow User field can therefore not be empty.
The assigned user has to
- be active
- have user type 'Full'
- be assigned with a valid Full license
- have Admin rights
- have Superuser rights
- have Financial permissions
New organization's Default Workflow User field is by default populated with the primary contact that meets the above prerequisites.
To update the Default Workflow User, please follow the steps below:
- Click the Default Workflow User field
- Click
to open the Select User dialog.
- Use the Multi-find window to select the user.
- Click
Administrators are prompted if any of the above prerequisites are not met when assigning a Default Workflow User and notified in case the license of the Default Workflow User is about to expire to take necessary actions.
The data is sent to the server. The information is added to the organization's Properties Card.
Federated Authentication
Federated Authentication allows users to connect to AdaptiveWork via their organizations identity provider credentials rather than using their AdaptiveWork user name and password.
Set the Federated Authentication credentials, and sign-in options.
Note: For more on Single sign-on solutions and integration with Federated Authentication, see Integration With Identity Providers and Configure Microsoft ADFS 2.0 to work with AdaptiveWork SSO
- Click the 'edit...' link.
The Federated Authentication dialog opens.
- Click
to enable (or
to disable).
- Click
to browse and upload a Certificate.
- Enter a URL into the Sign-in URL field.
- Enter a URL into the Sign-out URL field (Optional).
- Define the identifier in the Relaying Party Identifier field (Optional).
- Define the password authentication in the Enable Password authentication menu.
- Click
- Select one of the available options:
- No One (except Administrators)
- External users only
- Everyone (internal and external)
- Click
- Check or uncheck the Use POST setting to enable or disable HTTP POST Binding
- Check or uncheck the Enable API access setting.
Notes:- If disabled, organizational users will be unable to access any applications that utilize AdaptiveWork's API
- This setting must be enabled for mobile users to be able to log in when using Federated Authentication
- Check or uncheck the Unauthenticated User URL redirect setting.
If checked, unauthenticated users will be redirected to IdP provider login when clicking URLs containing the Organization ID - Check or uncheck the Advanced verification setting.
If enabled, Additional Saml 2.0 attributes will be checked. - Check or uncheck the Advanced request setting.
If checked, enables additional request features. - Click
The data is sent to the server.
Currency Type
Note: Enabled for Financial users only.
If multi currency is enabled, once defined, the default currency type cannot be changed.
Set the default organizational currency.
- Click the Currency Type field.
The drop-down list opens. - Scroll to and select the currency.
- Click
The data is sent to the server. The information is added to the organization's Properties Card
Currencies
Note:
Enabled for Financial users only if the organization is set to use multi currency (see module activation, under system settings).
The system supports the definition and use of monthly exchange rates between multiple currencies and the organization base currency type.
See below how to add currencies and their monthly exchange rate periods:
- Click the 'edit..' link next to the Currencies field.
The Currency Exchange Rates page opens.
The exchange rates shown can be filtered by using the Foreign Currency and Time Frame drop-down menus
- To add a new currency and exchange rate, Click
, the Add new currency dialog opens.
- Select the Currency type from the list
- Define the Exchange rate between the added currency and the organization base currency type
Note:
- Click
- Click
in order to add the next exchange rate period for the each of the currencies managed in the organization.
- Click
in order to add one or more exchange rate periods for all of the currencies managed in the organization. Selecting the same From and Till dates will create one period.
- Click
in order to mark an exchange rate as verified.
- Sort and filter the Verification column as necessary.
- Click
The data is sent to the server.
Error Notifications
- Click the Error Notifications field to activate it.
- Click
to open the Add Error Notification dialog.
- Use the Multi-find window to select the desired users / user groups designated to receive notifications.
Note: If left empty, all admins will receive error notifications. It is recommended not to leave this field empty. - Click
The data is sent to the server.
Capacity Planning Heatmap
The colors in the Capacity Planning module represent the demand as a percentage of the capacity. The default threshold settings show red as exceeding 100% capacity, and blue means demand is less than 51% of the capacity. You can change these percentages, for example, define an overload as being above 110% rather than 100%. Click here to learn more.
Costs and Billing Rates
The Cost and Billing Rates pane enables an Admin or Financial user (depending on the setting) to define user default cost and billing rates within the system.
The cost and billing rates are used to automatically calculate the Cost and/or Revenue for a project work plan .
Cost and billing rate options include:
- Cost Regular Hourly Rate
- Cost Overtime Hourly Rate
- Billing Regular Hourly Rate
- Billing Overtime Hourly Rate
Note: Both cost and billing rates can also be set to a group or individual user (where the user level setting overrides the Group level and organization level settings).
To define costs and billing rates:
- Click the relevant field.
The Rate dialog box opens.
- Enter the rate value.
- Scroll to and select the required currency from the list of available currencies as defined in the Organization Settings.
- Click
The data is sent to the server. The costs and billing rates are defined.