Project settings

To manage a project successfully within Plan, the correct project settings need to be set up before project initiation. The steps below walk you through how to access Project settings.

Open Project Settings

From your project home page, select the Settings tile in the bottom right (you may need to scroll for it), or select Settings from the left menu.
- The Project settings page opens
To access the Progress-related settings, select Progress in the side panel.

Project Level Settings

The Project level settings for Progress are set by the administrator for the project. Some of the settings for daily planning are set at the Organization level. However, some of the fields can be customized according to what is required for your project.

Daily Planning Tab

Time, Roles and Sign out requirements are those areas which are customizable at the project settings level. You would follow the same guidelines as specified under the Organization Settings topic.

General

The time indicators on the screen below are set at the organization level. However, you have the option of customizing the fields at the project settings level to meet your project requirements.

Note in the image below, that there are plus and minus icons on each row of your existing options.

When these icons appear under Shifts, it means these were marked as required at the organization level. However, you have the option of using these for your project, or not. By selecting the minus icon, it turns to a plus. This means you have decided to not include it in your project. You can easily add it back by selecting it again and turning back into a minus.

Time Configuration

To access projects in Time center the project setting Use Employee Reason Codes must be toggled on. This setting is required prior to creating daily plans.

Reason codes are mostly read-only at the project level. To make optional reason codes show or be hidden in the project, use the Add and Remove icons on the right side of the tables. You can also set whether each employee reason code allows premiums.

Roles

Note that the Roles setting is defined at the project level.

Sign-In Questions

Sign-in questions are created and maintained at the organization level. At the project level, you can decide whether to include questions in the Sign In subtab with the Add and Remove icons.

Sign-Out Questions

Sign-out questions are created and maintained at the organization level. At the project level, you can decide whether to include questions in the Sign Out subtab with the Add and Remove icons.