How to view project settings in project module?

Roles and Permissions:

Organization Owner/Manager :
They can View Project setting .

Delivery Head :
They can View Project setting .

Project Manager (User) :
They can only view assigned project setting.

User :
They can't view project setting.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

STEP 1

Select Projects from the main navigation menu.

Click on View project.

On project detail page ,Click on three dots and then click on Project Setting .

How to edit Project Name from General project setting ?

Step 1

Click on Project name and Enter your project name.

Step 2

After editing name click on out of project name field ,It will save the changes.

How to edit Project Descreption from General project setting ?

Step 1

Click on Project Descreption and Enter your project Descreption.

Step 2

After editing Descreption name click on out of project name field ,It will save the changes.

How to change General settings like Default view , Project Id and Task Id from General project setting ?

A) When you choose default view from given optiopn ,Then after clicking on project ,It will redirect you to the choosen view .For example here Overview is selected ,then It will redirect you to the overview of the project.

B) When project Id is enabled , Project overview will display Project Id .

C) When Task Id is enabled , Task will display with the Task Id .

Project features

Only Enabled project features will display in project with the same sequence.

How to Upload project logo in General project setting ?

Step 1

Click on "Upload a Logo" .

Step 2

Choose logo from your system and Click on Upload.

IT Industry

Additional features are specifically designed for IT industries .You can enabled ones that aligned with your project.

Issue Tracker
Provide an option to log to manage issues or bugs within the application, Allowing you to track time spent on resolving tasks and bugs efficiently.

Include CR
Enables the ability to add and manage change request (CR) raised by clients . This fetaure helps you effectively track time spent on implimenting CR changes.

Additional Settings

These settings ensure efficient financial management and accurate time tracking with projects .

Finance Setting

This setting allow your Project managers to view the financial data .

PM can approve timesheet

This setting allow your Project managers to approve timesheets of members .

Updated on: 16/12/2024