Organization settings

The Organization settings are where the top level of your organization sets the parameters which must be met by the company’s requirements, and projects below the root will inherit. Most settings cannot be edited at the project levels, yet there are some that are editable and can be customized to meet each project’s needs accordingly.

In Organization settings the administrator defines settings that apply to all projects within your organization. As an administrator, you can configure settings at the organization and project levels. Settings at the organization level are inherited by associated child organizations and projects. At the project level, you can further refine some settings to customize how they are applied in each project.

See Project Settings for general information about InEight cloud platform project settings.

Step by Step — Open Organization Settings

From the Main menu, click All projects & organizations > Organizations, and then select the highest level in the OBS. The organization home page opens.

If an organization is saved as a favorite, you can select it in the Main menu, and then click Settings.
In the left navigation menu, click Settings. The organization settings General page opens to the Home Page tab.
- The general organization settings are organized by application on the left and within the application you select on the left, the settings are organized into tabs on the right.

General Settings
Title	Description
Home Page	Contains a register for adding URL links to the organization home page that are visible for all project in the organization.
Global Options	Contains options to allow users to self-assign roles, control how project names and IDs display, and how cost items integrate with other systems.
Fiscal Calendar	Calendar-related settings for the organization.
Custom Lists	Where you can define the tag (label) values you can use to categorize your information within the organization’s projects. You can select tags for the Cost Breakdown Structure, account codes, and pay items.
Attribute Definitions	Used to define project attributes which can be of the types text/date/number or can have source values from Organization, Project, and Market master data. These definitions are inherited to all projects in the organization.
Menu Options	Contains a register for adding URL links to InEight applications to the left navigation menu.

General Settings

Title

Description

Home Page

Contains a register for adding URL links to the organization home page that are visible for all project in the organization.

Global Options

Contains options to allow users to self-assign roles, control how project names and IDs display, and how cost items integrate with other systems.

Fiscal Calendar

Calendar-related settings for the organization.

Custom Lists

Where you can define the tag (label) values you can use to categorize your information within the organization’s projects. You can select tags for the Cost Breakdown Structure, account codes, and pay items.

Attribute Definitions

Used to define project attributes which can be of the types text/date/number or can have source values from Organization, Project, and Market master data. These definitions are inherited to all projects in the organization.

Menu Options

Contains a register for adding URL links to InEight applications to the left navigation menu.

The Organization settings for each application are accessed from the left navigation menu. Click the double arrows to expand the menu and show the application name. Select an application to view application-specific settings and any additional tabs.