Settings - Documentation
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Projects - Settings

General Settings

Separate the application according to my companies: If you have more than one company definition, it allows you to keep records on a company basis.
If the feature is not active, you should choose the default company for the records.

Use separation by branches: If you are using the Branches application and there are branch definitions, it provides the opportunity to follow the records on a branch basis.

Use Stage Feature: You can follow your projects through the stages you define. By coming to the Stage Definitions menu, you can add stage definitions, assign a stage color, and authorize users to see records, receive notifications and change between which stages. You can make adjustments for the stage from the stage definition general information menu stage options area. (You can enforce the project date, allow the project can be closed/canceled, and ensure that the planned start and end dates are not changed. )
  Use Status Feature: It can be used if the stage feature is active. From the Status Definitions menu, you can define states for your stage definitions, assign a state color, and assign authorization to users as in stages.
  Enter Deadline by Stage: Allows you to specify a completion date for stages from the project detail.

Segregate Projects by Client Representatives: Allows each representative to see the projects of their clients.

Separate projects by Sales Representatives: Allows each representative to see their customers' projects.

They are customer projects: It allows to enter customer information in the project record.

Use role definition: Allows you to specify the role definitions of the project members. You can define in the Definitions-Role Definitions field.

Authorize Project Components Based on Role: You can access project components on a role basis. Whatever role is assigned to the user in the project can access the components allowed for that role. You can authorize from the Edit Role Definition page.

Use Category Feature: If you want to follow the projects by categories, you can use this feature. You can add categories via the Project Categories menu.

Use the Lists feature: When the feature is activated, you will have the opportunity to access the lists including the customer from the project details.
You can take a look at the Lists application document.

Get the estimated due date from the related tasks: Specifies the task date with the latest due date among the tasks you have defined for the project, as the estimated completion date of the project.
  Additional time: The estimated completion date is specified by adding days to the last task date.
E.g; Let the last task date in the project be 11.01.2021 and 5 days as an additional period. Estimated completion date will be shown as 16.01.2021.

Use Kanban Connection: Allows you to create and connect kanban for your projects.

Use Parameter Property: It provides the opportunity to enter records by making definitions that specify quality/quantity for the project. You can add definitions via the parameters menu. You can use this field in the filter while listing your projects.

Use Budget and Cost Feature: Allows you to follow up by entering budget and cost data for your projects. You can select the features you want to use in the Budget and Cost Settings area.

You can choose a default sorting style for the records.


Project Components

It allows you to benefit from the features specified in the project details.

Use Budget and Cost Feature: Allows you to enter budget and cost for the project.

Use Detailed Status Report Feature (Progress Report) and Use Progressive Status Report Feature (Progress Report): Allows you to enter detailed status and stages status reports under the project detail Progress Report.
Note: If you are using the status feature, the definitions you have entered are different from the definitions in the progress reports.

Use Monthly Status in Progressive Status Report: Allows you to enter the phases status report monthly.

Use Communication Plan Feature: You can create a communication plan for the project according to the communication plan type, period and method definitions you have made from the Definitions menu.

Use Closing Checklist Feature: You can fill out a project closure checklist by adding definitions of Closing Activities.

Use Audit Feature: By entering the definitions of audit questions, you can have them answered in the project.

Capacity Planning: You can follow the working days of the personnel for the project. You can feed the records from the personnel attendance control application and the personnel leave application.

Use Lessons Learned Feature: You can add lessons learned by entering status, event and suggestion for the project.

Use Feedback Feature: You can enter feedback and requests for project members.

Use Risk and Problem Management: You can keep risk and problem records for the project by making Risk and Problem Category definitions.

Use Requirements List Feature: You can create needs lists for the project.

Use Validation Feature: Content is being prepared.

Use Survey Feature: Allows you to add a survey definition to the project. You can connect by specifying the project code in the survey definition.

Use Event Property: Allows you to add an event definition to the project. You can connect by specifying the project code in the event definition.

Use Customer's Other Projects Feature: Provides the opportunity to list the customer's other projects from the project detail.


Budget and Cost

You can use the features offered when entering the budget and cost for the project.

You can calculate the working time as a percentage with +/- deviation.

When calculating the project cost, you can define a default hourly activity cost for the project members.



 Definitions other than the definition of Personnel Wages are mentioned under the Project Components heading.

Personnel Wages: You can define daily and hourly wages for personnel.

The project budget is fed from these definitions entered.

Project Components Authorization: You can list the personnel authorized to access the records by clicking on the project component.

Automatic Numbering: You can provide automatic numbering for projects.

Connection Settings: You must select an application for other application records that you want to connect with the project.

Basic Components: You can add records for the applications you choose by selecting the applications you want to benefit from in the project detail.

Authorized Users: You can list the personnel authorized to access the application and add/remove authorizations.