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Planview Customer Success Center

Project Settings

The project Settings section is displayed for every project. The fields on the project Settings page are typically set once and rarely changed. The table below lists the default Settings fields and includes a brief description of each.

The Actions menu is described below.

Settings Fields

General

Description

PMO Locked

When this field is set to Yes, and fields that have been set to Show on Edit = Edit - Yes (PMO Lock) can be edited by PMO and Organization standard group members and the project owner only. This setting is used to help organizations control updates to project information that is standardized for status reporting while also allowing multiple team members to update and create task schedules.

Confidential Project

When selected, limits project information visibility to project owner, project team members, and Admin users.

Health Profile

Choose the health profile to use for this project. See About Health Profiles for more information.

Allocation Units

Select the mode for expressing demand: Headcount or Hours. This setting controls what the Staffing screen will use by default. You can change the units on a project by project basis on a project's Project Info page or the Staffing Settings dialog on the project's Staffing screen.

Resource Planning Mode

The value (Project or Task) determines how Resources are allocated to the project.

  • Use Project (formerly "top-down") for performing high-level initial estimating of roles and resources and anticipated Start and End Dates and estimated allocated hours.

  • Use Task (formerly "bottom-up) if your primary focus is on planning tasks and scheduling resources to tasks. If Task is selected, roles and estimates are added directly to Tasks and allocations are created automatically (the Staffing screen is read-only in Task mode).

Alternate PM Timesheet Approver

The Project Manager can designate a delegate to approve time for his/her projects. This is useful if, for example, the Project Manager goes on vacation and he or she wants to ensure that timesheets still get approved. The assigned Alternate PM Timesheet Approver can log in and approve timesheets, but will not receive any email alerts indicating that timecards are awaiting approval.

Can Be Template

Determines if the project is a template for creating other projects.

Default Issue Category

If you have defined multiple issue categories, you can select a specific category to be the default when creating issues for the current project.

This category will appear first in the New Issue menu; other categories will be listed below in the menu. This setting overrides the default category configured by your administrator in Admin/Setup/Issues/Categories.

Scheduling

Schedule From Date

When you create a new task, the task Start Date will be set to the project’s Schedule From Date. If your plans change and you want to start the project on a different date, simply change the project’s Schedule From Date and tasks will reschedule using the new date. Note that only automatically scheduled tasks and tasks without constraints are shifted. Manually scheduled tasks and tasks with constraints must be adjusted by hand.

Effective Base Calendar

Specifies the base calendar currently in use for this project.

Default Task Category

Specifies the category that will be used by default when creating a task. This category will appear first in the New Task menu; other categories will be listed below in the menu. This setting overrides the default category configured by your administrator in Admin/Setup/Tasks/Categories.

New Tasks

PPM Pro can schedule tasks using two methods: automatic scheduling and manual scheduling. By default, tasks are automatically scheduled. You can change the default setting for New Tasks on each project to either manually scheduled or automatically scheduled. After a task is created, you can also switch tasks between the scheduling modes.

When a task is manually scheduled, changes to factors such as task dependencies and constraints do not automatically adjust task dates. You can place a manually scheduled task anywhere in your schedule, the dates won't move.

Tasks Critical if Slack Days Less than or Equal To

Default is 0. Slack is determined by the earliest date the task could finish and the latest date the task could finish without affecting the project target date. The difference between the early finish and late finish dates determine the amount of slack. Enter the value against which a task (or its predecessors) will be measured to determine if it is critical.

Requires Rescheduling

Flag gets set to Yes whenever there is a change to the Organization calendar. The project manager can manually reschedule a project that has this flag set to Yes to update the project plan to incorporate changes to the project calendar.

See Rescheduling a project for more information.

Conversion for Tasks-Hours per day

Conversion for Tasks-Hours per week

PPM Pro calendars specify duration in terms of working hours. The two conversion settings reflect the number of hours per day/week for your organization, and are used to convert task duration, when specified in days (for example 5w or 5d), to the correct number of hours.

When a project is initially created, the value for hours per day is initially derived from the first working day of the work calendar; hours per week is the sum of working hours for the week. If you change the hours on the project calendar subsequent to project creation, you'll need to update these fields manually. Note that if you have a variable calendar (different hours per day), the Hours per day value is derived from the hours on the first working day of the week, but the Hours per week value will accurately reflect the total hours for the week.

 

PPM Pro calendars specify duration in terms of working hours. Conversion settings convert task duration (day/week) to hours in order to sync with calendars.

Use this setting to specify the number of hours in a week for your organization. This will convert task duration, when specified in weeks, to the correct number of hours.

Treat all finances as operational expenses

(Available if using Internal Rates feature) If using a two-rate system for operational and capitalized expenses globally, enable this setting to override the two-rate system for this project and treat all expenses as operational. When you enable this field, the Allow % Capitalization of Allocations setting (see below) is irrelevant and becomes inactive.
Allow % Capitalization of Allocations (Available if using Internal Rates feature) If using a two-rate system for operational or capitalized expenses, enable this setting to put the "% Capitalized" field on staffing allocations for the current project. This field allows you to specify the percentage of the allocation to use the CapEx rate. See One Rate vs Two Rates for more information.

Scoring

Scoring Profile

Specifies the scoring profile assigned to the project. For information about assigning scoring profiles, see Assigning a scoring profile to a project or request type.

Scoring is Locked

Default is No. Set to Yes when the scoring team has finished scoring a project or request to prevent changes to existing scores, or the addition of new scores.

 

The Actions Menu

The Actions menu contains a list of operations for the project Settings section.

actions_settings.png

Menu Option

Description

Edit/View Calendar

Displays the Project Calendar. See About Project calendars for more information.

Layout

Select 1, 2, or 3 column layout (options available depends on the width of your display). Choose Auto-Layout to have PPM Pro format automatically to fit the space. Note that any changes you make on an entity will affect all entity instances of the same category.

Print

Uses the browser printing facility to print the information on the Settings page.