General Settings

On this tab (fig. 1) you can configure the general settings of the project type.

Fig. 1. Project type settings page. General Settings tab

Approve Project Plan unit:

This feature allows requiring project plan approval before publishing it. The drop down list offers the following options:

Not required – project plan approval before publishing is not required;
Always – project plan must be approved each time before publishing;
Only once – project plan must be approved before first publishing.

Please note that these settings do not affect the project plan publication in case of configuring

project page template. A project plan template will be published regardless of the option that you have specified in this unit

Template for naming project plan drafts * - the name of the project plan draft generated form a template. For you convenience you can add add project properties to the template name. To see the list of of available variables, click the

icon (fig. 2)

Fig. 2. Selecting property for a plan draft

Approve Project Budget unit:

This feature allows requiring project budget approval before publishing it. The drop down list offers the following options:

Not required – project plan approval before publishing is not required;
Always – project plan must be approved each time before publishing;
Only once – project plan must be approved before first publishing.

Please note that these settings do not affect the project budget publication

in case of configuring project page template. A project budget template will be published

regardless of the option that you have specified in this unit.

Template for naming project budget drafts * - the name of the project budget draft generated form a template. For you convenience you can add add project properties to the template name. To see the list of of available variables, click the

icon (fig. 3).

Fig. 3. selecting property for a budget draft

General Project Tasks Settings:

Show to executors all tasks that will start in ... (days) – the number of days before the tasks start date, in which the executors will see the tasks. If you select "0" all the tasks will be displayed on their start date.

Assign linked tasks:

by actual due dates - linked tasks will be assigned to a user on the task start day taking into account the "Show to executors all tasks that will start in ... (days)" setting.
take into account links between tasks - linked tasks will be assigned to a user, only when the previous task is completed, taking into account task start date and the "Show to executors all tasks that will start in ... (days)" setting.
premature start - linked tasks will be assigned to a user immediately after the previous task is completed, without taking into account task start date and the "Show to executors all tasks that will start in ... (days)" setting.

For example:

1. In the project type settings, you have set 2 days for the parameter Show to executors all tasks that will start in ... (days). In this example we do not take into account weekends and holidays.

2. In the project plan, there is a Task A which must be completed within the period from 01.02.17 – 05.02.17. The Task A is linked to the Task B, which must be performed form 06.02.17 to 10.02.

3. Consider that the Task A is completed 02.02.17 (before its due date).

Given all the above conditions, the Task B will be assigned to a user depending on the setting "Assign linked tasks". If you select

By actual due dates :

The Task B will be assigned to a user 03.02.2018, regardless of whether Task A was completed. In this case, the actual Task A deadline will not be taken into account, only the value set in the field Show to executors all tasks that will start in ... (days) will be taken into account.

Take into account links between tasks:

The Task B will be assigned to a user 03.02.2018, only after the Task A is complete. In this case, the actual task completion date and the value set in the field Show to executors all tasks that will start in ... (days) will be taken into account..

Premature start

The Task B will be assigned to a user 02.02.17 (immediately after the Task A is completed). Other settings are not taken into account.

Do not show tasks in the calendar:

Yes - if you select this option, all the tasks of this type will be hidden form the user calendar.
No - if you select this option, all the tasks of this type will be shown in the user calendar.

You can implement custom settings for the selected project, that will ignore general project type settings. To learn more about it, read here.

Take human resources into account – automatically calculate expected time report and task due date in the project plan:

Not used – do not calculate automatically. This is the default value;
Calculate task deadlines – automatically calculate the project plan task due dates;
Calculate time report limit – automatically calculate expected time report in the project plan;
Double dependency – automatically calculate both due dates and time report.

Expected time report task due dates are calculated in the following scenarios:

when setting due dates and expected time report when creating or editing a project task;
when rescheduling a task by moving the task segment in the Gantt chart;
when adding/deleting a human resource.

Note that the due dates of linked tasks are also recalculated automatically, depending on the task start and due dates.

Formula for calculating expected time report and task due dates

The dependency between the task duration and expected time report is based on this setting. This dependency makes it possible to automatically calculate the task due date and expected time report. The following formula is used for calculation:

ET = TD * DT, where

ET – expected time report;
TD – task duration, calculated as the difference between the task due date and start date (in business days);
DT – daily time report of all resources on the task, calculated as the total of time report items of all resources for the day.

Example of calculating expected time report:

The task starts on 01.02.2018 and ends on 14.02.2018. Three resources are involved in it, with the workload of 25%, 50% and 100%. According to the business calendar, a business day is 8 hours.

Thus, DT = 0,25*8 + 0,5*8 + 1*8 = 2+4+8 = 14 hours.

TD is 10 business days (this period includes 2 Saturdays and 2 Sundays, no holidays).

ET = 10*14 = 140 hours.

Task duration calculation example:

The task starts on 01.02.2018 and has a time report limit of 210 hours. Three resources are involved in it, with the workload of 25%, 50% and 100%. According to the business calendar, a business day is 8 hours.

Thus, DT = 0,25*8 + 0,5*8 + 1*8 = 2+4+8 = 14 hours.

TD = 210/14 = 15 business days. Tasking into account weekends and holidays, the task due date is on 21.02.2018.

Adding an executor/co-executor to a project task

Note, that the Take human resources into account setting is also used when working with a project human resources. For example, when creating a project task and adding an executor/co-executor to it, the object selection depends on this setting value:

with the Not used value, you can select a system user, the project manager, and other objects;
if any of the other values is set, you can select only a system user.

Task Highlight Settings unit:

Specify the percent of the task time limit, after which the task will be highlighted in the project plan. You can enter the required value manually in the text box to the left of the slider and/or by dragging the slider to the right/left.