Learn all about Project Settings and how to best utilize them.
- General Settings
- Status Settings
- Tasks Settings
- Financials Settings
- Team Settings
- Integrations Settings
Project Settings and how to access them
Project Settings give you the ability to change, tweak and adjust multiple aspects of your projects. Whether you wish to change the color scheme of your project, change the client it belongs to, adjust the team that works on it and sync it with one of your integrations you are able to do all this and more in the same space quickly and efficiently. In order to access your Project Settings click on the the hamburger menu (the 3 vertical dots) that can be found next to the projects Budget page.
Below the article will go over all of the 6 different functions that the Project Settings page provides you with.
In the general settings page you are able to take the following actions:
1. Adjust the Project Details
Here you are able to change the name of the project, its description, change the client to whom the project is for, change the project dates and project labels and finally change the project color by choosing from a variety of color options as well as by inserting a HEX color serial.
2. Duplicate and Delete the Project.
These two options allow you to both duplicate the existing project and/or delete it completely. If you wish to duplicate the project for any reason, simply click on the Duplicate Project button. A pop up will appear where you can fill in all of the details of the new project.
If you wish to delete the project, simply click on the Delete Project button and confirm that you wish to proceed by entering the word 'confirm', then click on delete.
In the status settings page you are able to tweak the projects stage as well as the project status.
1. Project Stage
From here you are able to change the project stage of the project by choosing any of the 5 pre-existing options. If your project is still in the Opportunity stage you may also set the Win chance percentage, once the project stage moves to Planning or anything else the win change will automatically be set to 100%.
2. Project Status
You are able to change the project status of the project from here. Specifically, you can change the color that indicates the status of the project and the description as to why the project is in the current status at the moment. Simply click on project status and select the color you wish to indicate and update the description. You are also able to view an activity log of the status and who changed it in the past.
These settings are for a number of things that you will find inside your project. Specifically:
1. Sprint Planning
From here you are able to select whether or not you wish to have sprints enabled for the project and the time intervals of each sprint. Simply click on the the button to disable or enable Sprints and enter the amount of days you wish a sprint to run for in the field below.
2. Task Sub-Levels
From this setting you may choose the sub-level structure that you wish to use for your tasks in the project. You may choose between To-Do lists, in which case you can add simple to-do points in a task, or Subtasks, with which you may add more specific sub-tasks to a task and add hour estimates to them.
3. Task Monitoring
From here you are able to set the way you want your tasks to be monitored and from who. The options are Use Owners or Use Followers. In the first case, choosing Owners means that the owners of each task will be displayed in the My Work page and each task can have one owner. In the case of the Followers it means that you may add multiple followers onto one task that will receive notifications once something is updated in the task that they follow.
4. Estimation Units
This setting allows you to choose the estimation unit that the project will be making use of for the time registrations. The two options here are Hours and Points. While hours can be applied in any type of project, points are also a viable option for Agile projects. To learn more of Forecasts Story Point System please visit this article.
5. Remaining Work Estimate
This setting gives you the ability to choose how you wish the remaining work estimate to be calculated. You may choose to calculate it manually or you may let Forecast calculate it automatically each time there is a new time registration.
6. Create New Task (External Access)
Forecast allows you to invite guest users onto your account with limited access to the projects that you assign them to. This is done in case your clients want to be involved with the project that you are producing with them. To find out more about clients, guest users and how to assign them to a project please visit this article.
With that in mind, this option in a project settings can be enabled in order to allow a guest user to create tasks in the project that they are assigned to. Please keep in mind that guest users have limited access and they wont be able to see more than you allow them to, but with this option they will also be able to create tasks.
The financial settings allow you to adjust and/or change the the budget type of the project and the internal hourly cost calculation to your liking. Specifically:
This option allows you to enable or disable Forecast's Baseline feature. To learn more about this feature please visit our article here.
Note: Please be advised that the Baseline feature is only available for the PRO and PLUS subscription plans.
2. Project Budget Type:
From here you are able to select and change to one of the four different budget types that are available for a Forecast project. You can choose or change to a Fixed Price, Time & Material, Non-Billable and Retainer budget type. To do so, click on the 'Change Budget Type' button and decide the budget type you prefer for the project.
If you wish to learn more about budget types and the budget overall then the following articles can assist:
3. Internal Hourly Cost Calculation
From this setting you are able to choose how the internal hourly cost of unassigned tasks will be calculated. Your options are:
- Company Averages, which is calculated based on the cost of everybody with the same role in the company.
- Project Team Averages, which is more precise as it bases the calculation based on the averages of the team already assigned to the project. Only works if you already have a team assigned to the project.
- Set a fixed internal hourly cost. This quite simply allows you to have a fixed hourly cost for this project for all team members regardless of role.
The team settings allow you to adjust, invite and remove team members from the project as well as choose the project owner and finally change the project role for any of the members.
- To invite someone to the project click on the dropdown next to the search function and select either a single team member or a whole team that you would like to add to the project.
- To remove a team member from the project click on the three horizontal dots at the end of each members line and select the 'Remove from Project' option. The edit option takes you to the team members profile where you can edit any of their personal information.
- In order to add more than one project owners or remove one simply click on the tick box under project owner. By default, the project owner of the project will be the individual who originally created the project.
- To change the role of a team member for this project, click on the dropdown under project role and choose a different role for your team member. This only applies for the project.
The integrations settings page allows you to effortlessly connect projects between platforms. Depending on the integrations that your Forecast account is connected with, you are able to visit this page and connect projects across platforms. The integrations that you will find in this page and allow you to connect projects, among others, are:
- Jira Cloud
- MS Teams