Project - General settings

In the general section you will find settings that are related to different parts of the Project module. 

There are settings specific to related functions, which are in the same settings menu.

General

Approval policy

Choose between one of the following:

• (no approvals):
• Only reopened:
• Closures and reopenings:

Restrictions

• Actions: It's possible to limit which actions that should be available in the ACTION button on the project object page:
  • Edit project
  • Assign tasks
  • Create task
  • Create appointment
  • Quickedit
  • To pool
  • Transfer to quotation
  • Print
  • SMS
  • To template
  • Copy
  • Save as PDF
  • Apply update filter

For customers with vast amounts of data

• Appointments: Choose between one of the following:
  • Include in busyness calculations:
  • Ignore:
  • Assume 15 minutes per day:
  • Assume 30 minutes per day:
  • Assume 45 minutes per day:
  • Assume 60 minutes per day:

Additional fields

Additional fields

• Additional companies:
• Additional employees:
• Edit project number: Choose between the following to determine when to edit project numbers:
  • Never
  • Only new
  • Always
• Quickedit fields: Choose the following fields you can quickedit when needed:
  • Status
  • Responsible
  • Team
  • Note

Budget

• Budget only on subtasks:

Invoicing

Hide the following invoice policies

• Invoice policies: You hide the following invoice policies, so they aren't available when creating or editing projects:
  • Hours/products
  • Fixed price
  • Fixed price (except products)
  • Per planned visit
  • Per planned visit (max 1 pr. day)
  • Per real visit
  • Per real visit (max 1 pr. day)
  • No charge
  • No charge (except products)
• Customer can accept tasks?: