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Project Settings

Who can use this feature?

Only Project Admins can edit Project Settings. Members can view the configured Project Settings, but cannot edit them.

Admins can set project-specific rules from Project Settings. Any changes that are made to Project Settings will apply to all users across the project.

Project Settings

Project Settings can be located from the dropdown after clicking on the Project Name in the top left corner.

General

Setting

Description

Project Name

Custom Project Name

Project Logo

Upload a PNG or JPEG as a Custom Project Logo to be used on PDF printouts (optional)

External Project ID

Custom ID used for business reference (optional)

Project Location

Entering a Location for a Project enables the Weather feature, and serves as the default position for any Real World Maps.

Project Timezone

Sets the default timezone for Planner and Diary features⁠

Tasks without a Production Measure

Choose how progress is tracked for tasks without a production measure. Opt to Track % Complete or Track End Date. See also Changing How Progress is Tracked.

Project Permissions

Adding Users to the Project

Project Admins can control who can add users to the Project.

Adding Users to Project Permission Options

Option

Description

Admins only

Adding users to the organisation is restricted to Admins only

All Members

All members of the project can add users to the organisation

Organisation subscription based Rules

Option

Description

Enterprise

Adding of users to the Organisation can be restricted to System Admins only (if a person you want to add isn't a user at the organisation level, you will not be able to add them to the project unless you are a System Admin at the Organisation level)

Pro+

Providing users have permission to add other users to the project, there is no restrictions based on them existing at the Organisation level or not

Task Status

Project Admins can control who can edit Task Status (Planned → Promised → Done).

Task Status Permission Options

Option

Description

Admins Only

Editing Task Status is restricted to Admins Only

Admins & Owners

Editing Task Status is restricted to Admins and Task Owners

Admins, Owners & Assignees

Editing Task Status is available to Admins, Task Owners & Task Assignees

Regress Task Status

Additionally, if Admin & Owners, or Admins, Owners & Assignees is selected, Projects can control the direction of Status changes to make sure their commitments can't be undone.

Regress Task Status Permission Options

Option

Description

True

All project members can regress Task Status. E.g: Done → Planned or Promised Promised → Planned

False

Project Members cannot regress Task Status. Only Project Admins can regress task status in the following ways. E.g Promised ← Planned Done → Promised or Planned

Create and Manage Folders

Project Admins can control who can edit Create and Manage Folders.

Folder Management Permission Options

Option

Description

Admins Only

Creating and Managing Folders is restricted to Admins Only

Admins & Members

Creating and Managing Folders can be done by Admins and Members

*Managing Folders includes editing all properties (name, code, colour, position) and the ability to delete folders. It does not include the permission to change Folder Protection State. This will always be reserved for Admins Only.

Create Root Folders

Additionally, if Admins & Members have permission to Create & Manage Folders, Projects can disable the option for Members to create Root Folders .

Root Folder Permission Options

Option

Description

True

Members can create Root Folders

False

Members cannot create Root Folders. (Subfolders can still be created)

Create & Manage Blockers

Projects can control who can edit Create and Manage Blockers.

Blocker Management Permission Options

Option

Description

Admins Only

Creating and Managing Blockers is restricted to Admins Only

Admins & Members

Creating and Managing Blockers can be done by Admins and Members

Managing Blockers includes editing all properties (name, category, colour, automated due date) and the ability to archive & delete Blockers.

Create & Manage Tags

Projects can control who can edit Create and Manage Tags.

Tag Management Permission Options

Option

Description

Admins Only

Creating and Managing Tags is restricted to Admins Only

Admins & Members

Creating and Managing Tags can be done by Admins and Members

Managing Tags includes editing all properties (name, colour) and the ability to archive & delete Tags.

Transferring Projects

Projects can be transferred from one Organisation into a different Organisation (within the same data region).

All data inside a transferred Project is preserved. Transferring a Project impacts the Project URL, leaving any prior URLs to Published Versions and Shared Plans invalid.

If the users on the Project do not already exist as a User inside the Destination Org, they will be automatically invited as Standard Organisation Users.

In order to start a Project transfer, the user initiating must be an Organisation Admin in both Organisations.

Archiving Projects

If a project is Archived, it is no longer accessible to any users and will not appear in the Project list. Archived Projects can be restored at any time.

Archived Projects can be permanently deleted. All project data will be deleted without any possibility of being restored.

Project Settings

Who can use this feature?

Only Project Admins can edit Project Settings. Members can view the configured Project Settings, but cannot edit them.

Admins can set project-specific rules from Project Settings. Any changes that are made to Project Settings will apply to all users across the project.

Project Settings

Project Settings can be located from the dropdown after clicking on the Project Name in the top left corner.

General

Setting

Description

Project Name

Custom Project Name

Project Logo

Upload a PNG or JPEG as a Custom Project Logo to be used on PDF printouts (optional)

External Project ID

Custom ID used for business reference (optional)

Project Location

Entering a Location for a Project enables the Weather feature, and serves as the default position for any Real World Maps.

Project Timezone

Sets the default timezone for Planner and Diary features⁠

Tasks without a Production Measure

Choose how progress is tracked for tasks without a production measure. Opt to Track % Complete or Track End Date. See also Changing How Progress is Tracked.

Project Permissions

Adding Users to the Project

Project Admins can control who can add users to the Project.

Adding Users to Project Permission Options

Option

Description

Admins only

Adding users to the organisation is restricted to Admins only

All Members

All members of the project can add users to the organisation

Organisation subscription based Rules

Option

Description

Enterprise

Pro+

Providing users have permission to add other users to the project, there is no restrictions based on them existing at the Organisation level or not

Task Status

Project Admins can control who can edit Task Status (Planned → Promised → Done).

Task Status Permission Options

Option

Description

Admins Only

Editing Task Status is restricted to Admins Only

Admins & Owners

Editing Task Status is restricted to Admins and Task Owners

Admins, Owners & Assignees

Editing Task Status is available to Admins, Task Owners & Task Assignees

Regress Task Status

Additionally, if Admin & Owners, or Admins, Owners & Assignees is selected, Projects can control the direction of Status changes to make sure their commitments can't be undone.

Regress Task Status Permission Options

Option

Description

True

All project members can regress Task Status. E.g: Done → Planned or Promised Promised → Planned

False

Project Members cannot regress Task Status. Only Project Admins can regress task status in the following ways. E.g Promised ← Planned Done → Promised or Planned

Create and Manage Folders

Project Admins can control who can edit Create and Manage Folders.

Folder Management Permission Options

Option

Description

Admins Only

Creating and Managing Folders is restricted to Admins Only

Admins & Members

Creating and Managing Folders can be done by Admins and Members

Create Root Folders

Additionally, if Admins & Members have permission to Create & Manage Folders, Projects can disable the option for Members to create Root Folders .

Root Folder Permission Options

Option

Description

True

Members can create Root Folders

False

Members cannot create Root Folders. (Subfolders can still be created)

Create & Manage Blockers

Projects can control who can edit Create and Manage Blockers.

Blocker Management Permission Options

Option

Description

Admins Only

Creating and Managing Blockers is restricted to Admins Only

Admins & Members

Creating and Managing Blockers can be done by Admins and Members

Managing Blockers includes editing all properties (name, category, colour, automated due date) and the ability to archive & delete Blockers.

Create & Manage Tags

Projects can control who can edit Create and Manage Tags.

Tag Management Permission Options

Option

Description

Admins Only

Creating and Managing Tags is restricted to Admins Only

Admins & Members

Creating and Managing Tags can be done by Admins and Members

Managing Tags includes editing all properties (name, colour) and the ability to archive & delete Tags.

Transferring Projects

Projects can be transferred from one Organisation into a different Organisation (within the same data region).

All data inside a transferred Project is preserved. Transferring a Project impacts the Project URL, leaving any prior URLs to Published Versions and Shared Plans invalid.

If the users on the Project do not already exist as a User inside the Destination Org, they will be automatically invited as Standard Organisation Users.

In order to start a Project transfer, the user initiating must be an Organisation Admin in both Organisations.

Archiving Projects

If a project is Archived, it is no longer accessible to any users and will not appear in the Project list. Archived Projects can be restored at any time.

Archived Projects can be permanently deleted. All project data will be deleted without any possibility of being restored.