<div><style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><p><strong><span style="font-size: 11pt;">Configuration > Project Management > General Settings</span></strong></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><strong>Related Guides:</strong></span></p><ul><li style="font-size: 11pt;"><a href="https://usehalo.com/haloitsm/guides/2028" target="_blank" rel="noopener noreferrer" style="font-size: 11pt;"><strong>Creating Projects</strong></a></li></ul></div>
<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
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</style><table class="styled-table grid" style="width: 100%; height: 2923px;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 18.8865%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 47.7802%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="enableprojecttreeview">Enable the Project view in the tree</td><td style="width: 18.8865%;">Checkbox</td><td style="width: 47.7802%; text-align: left;"><p id="isPasted">This opens up a new view in the tree to list project Tickets. The project details screen will then show in place of the list.</p><p>When using Ticket Areas you will also need to enable this at Ticket Area level.</p></td></tr><tr><td style="width: 33.3333%;" id="use_project_start_and_target_date_for_appointment_action">When adding an Appointment from an Action use the Project Start and Target Date as the Start and End Date<br></td><td style="width: 18.8865%;">Checkbox</td><td style="width: 47.7802%; text-align: left;">When checked, the Project's start and target date will be used to populate any Appointments start and end dates created from appointment Actions on a Project </td></tr><tr><td style="width: 33.3333%;" id="issue_project_non_consignable_items">Show non-consignable Items from related Sales Order<br></td><td style="width: 18.8865%;">Checkbox<br></td><td style="width: 47.7802%; text-align: left;"><p id="isPasted">Create a project/ add to a project from a Sales Order Line(there must be a linked project for you to append when using the "Add to Project" option), without this setting turned on it only displays consignable items in the project deliverables tab. With this setting turned on, it will now show non-consignable ones too.</p><p><br><strong>Guide: </strong><a href="https://usehalo.com/haloitsm/guides/2035" rel="noopener noreferrer" target="_blank"><strong>Creating a Project from a Sales Order</strong></a></p></td></tr><tr><td style="width: 33.3333%;" id="enable_project_closure_confirmation">Enable End-User Closure Confirmation for Projects<br></td><td style="width: 18.8865%;">Checkbox</td><td style="width: 47.7802%; text-align: left;">When checked, you will be able to use closure confirmation procedures on project tickets. When unchecked, the option to enable closure conformation against project ticket types will not appear.</td></tr><tr><td style="width: 33.3333%;" id="enable_estimate_based_forecasting">Enable estimate-based forecasting<br></td><td style="width: 18.8865%;">Checkbox<br></td><td style="width: 47.7802%; text-align: left;"><strong data-pasted="true"></strong><strong></strong>When enabled, Project Forecasting will be set automatically based on Start/Target Dates on Tasks, accounting for working hours, holidays, etc. <br><br>Manual Forecasting can no longer be set when this is enabled, and it also needs to be enabled per Ticket Type in the Settings tab ("Enable Forecasting" and "Include this Ticket Type for estimate-based forecasting").</td></tr><tr><td style="width: 33.3333%;" id="project_start_target_date_calculation_type"><p data-pasted="true">Project start/target date calculation type</p></td><td style="width: 18.8865%;">Single Select<br></td><td><strong data-pasted="true"></strong><strong></strong>Here you can set if the Project Start and End date will be manually adjusted or automatically adjusted to account for the dates associated to the child tasks. <br></td></tr><tr><td style="width: 33.3333%;" id="hoursperday">Number of hours per day</td><td style="width: 18.8865%;">Integer</td><td style="width: 47.7802%; text-align: left;">If tracking time in days instead of hours, this field determines the number of hours that compose one working day.<br></td></tr><tr><td style="width: 33.3333%;" id="usedaysforprojectbudgets">Measure project budget times in days instead of hours<br></td><td style="width: 18.8865%;">Checkbox</td><td style="width: 47.7802%; text-align: left;">When checked, the 'Budgets' table on a Project will return data in days, as opposed to in hours.<br></td></tr><tr style="height: 92px;"><td style="width: 33.3333%;" id="budgetcalctype">Budget Calculation<br></td><td style="width: 18.8865%;">Single Select<br></td><td style="width: 47.7802%; text-align: left;">The choice made here will determine whether the Budget calculations for a ticket take into account the Grandchild tickets as well as the Child tickets, or whether it is refined to the Child tickets. <br></td></tr><tr><td style="width: 33.3333%;"><p data-pasted="true" id="budget_calculation_type">Budget Calculation Type</p></td><td style="width: 18.8865%;">Single Select<br></td><td style="width: 47.7802%; text-align: left;">The choice made here will determine whether the Budget calculations use the actual, billable or invoiceable time on the Ticket. <br></td></tr><tr><td style="width: 33.3333%;" id="milestone_update_all_dates">When updating dates for a Milestone update all Milestones rather than just those dependent on that Milestone<br></td><td style="width: 18.8865%;">Checkbox</td><td style="width: 47.7802%; text-align: left;">If this is unchecked and you update the date of a milestone, only other milestones that are dependant on the milestone that you are updating will be updated. When checked, updating the date of a milestone, will update the date of all milestones, regardless of whether they are dependant on each other. This will stop milestones clashing dates with one another.</td></tr><tr><td style="width: 33.3333%;" id="planning_green_colour">Top Percentage Colour<br></td><td style="width: 18.8865%;">Colour Chart</td><td style="width: 47.7802%; text-align: left;">This colour will be displayed when the planning percentage is above the upper threshold<br></td></tr><tr><td style="width: 33.3333%;" id="planning_orange_colour">Middle Percentage Colour<br></td><td style="width: 18.8865%;">Colour Chart<br></td><td style="width: 47.7802%; text-align: left;">This colour will be displayed when the planning percentage is between the upper and lower threshold<br></td></tr><tr><td style="width: 33.3333%;" id="planning_red_colour">Bottom Percentage Colour<br></td><td style="width: 18.8865%;">Colour Chart<br></td><td style="width: 47.7802%; text-align: left;">This colour will be displayed when the planning percentage is below the lower threshold<br></td></tr><tr><td style="width: 33.3333%;" id="update_milestone_dates_via_tasks">When updating dates for tasks update the Milestone dates<br></td><td style="width: 18.8865%;">Checkbox<br></td><td style="width: 47.7802%; text-align: left;">When selected, the start/ end date of a milestone will be updated, such that the start date of the milestone will be the earliest start date of any task in that milestone, and the end date will be the date of the last task in that milestone. This automates the setting of milestone dates on a project.</td></tr><tr><td style="width: 33.3333%;" id="planning_orange_percentage">Upper threshold percentage for Agents on the planning screen<br></td><td style="width: 18.8865%;">Integer</td><td style="width: 47.7802%; text-align: left;">The number entered here will determine the percentage of the budgetted time remaining at which the colour of the timer goes from green to orange (if using those colours).<br></td></tr><tr><td style="width: 33.3333%;" id="planning_red_percentage">Lower threshold percentage for Agents on the planning screen<br></td><td style="width: 18.8865%;">Integer</td><td style="width: 47.7802%; text-align: left;">The number entered here will determine the percentage of the budgetted time remaining at which the colour of the timer goes from orange to red (if using those colours).<br></td></tr><tr><td style="width: 33.3333%;" id="use_milestone_completion_date_as_billing_date">Use the Milestone Completion Date as the billing cut off date when invoicing<br></td><td style="width: 18.8865%;">Checkbox</td><td style="width: 47.7802%; text-align: left;">When enabled, the date the milestone was completed will be used to filter which milestones appear in ready for invoicing when filtering by a chosen billing cut off date. We recommend enabling this when using <a href="https://usehalo.com/halopsa/guides/2098" target="_blank" rel="noopener noreferrer">milestone billing</a>. </td></tr><tr><td style="width: 33.3333%;" id="default_milestone_item">Default milestone Item</td><td style="width: 18.8865%;">Single Select</td><td style="width: 47.7802%; text-align: left;">A linked item is necessary for syncing Milestone invoice lines across to accounting tools. An Item can now be set here that will be used as the default linked item for any Milestones on invoices. This reduces the manual task of having to set a linked item per individual Milestone.</td></tr><tr><td style="width: 33.3333%;" id="use_charge_for_budgets">Use Charge Rates instead of Budget Types<br></td><td style="width: 18.8865%;">Checkbox</td><td style="width: 47.7802%; text-align: left;"><strong id="isPasted"><em>NB: </em></strong><em>The Budgets Module (Configuration > Project Management) must be enabled for this setting to show.</em><br><br>When applied, the charge rates will be used instead of the budget type, and there will be a field shown on the budget type where you can attach a charge rate to it.<br><br>You also don't have to set a budget type on tasks when this setting is applied. If a charge rate is added to an action on a task, the corresponding budget time will be updated to match the time taken for that charge rate associated to the budget type.<br></td></tr><tr><td style="width: 33.3333%;" id="use_charge_rate_price_for_budget">The Budget Rate will come from the Charge Rate for the Customer<br></td><td style="width: 18.8865%;">Checkbox</td><td style="width: 47.7802%; text-align: left;">This setting is dependent on 'Use Charge Rates instead of Budget Types' being enabled. When checked budget rates against projects will be calculated using the linked charge rate against the customer. So any charge rate overrides against the customer will be applied to the budget rate. </td></tr><tr><td style="width: 33.3333%;" id="set_budget_total_to_budget_table">Project Budget Total will be calculated from the Budget Table<br></td><td style="width: 18.8865%;">Checkbox<br></td><td style="width: 47.7802%; text-align: left;">When this setting is enabled the 'project budget time' field will be updated automatically using entries in the budget table, rather than this field having to be populated manually. This has implications for how 'Budget % used' for projects is calculated as Budget % is calculated in the following way: project time actual/project budget time*100.</td></tr><tr><td style="width: 33.3333%;" id="project_notes_tab_display">Display of Child Note/Actions tab<br></td><td style="width: 18.8865%;">Single Select</td><td style="width: 47.7802%; text-align: left;">This will determine which Notes and Actions from the child tickets are visible in the Child Note/Actions tab of the parent Project ticket.</td></tr><tr><td style="width: 33.3333%;" id="order_projects_by_sequence">Show an order sequence field on an Projects/Tasks that are children</td><td style="width: 18.8865%;">Checkbox</td><td style="width: 47.7802%; text-align: left;">When enabled, each project task ticket will have a field to set the sequence of the task, 'Sequence in lists' visible in the ticket details. This can be used to determine the order of the project task when viewing the tasks against a project. This also allows you to re-order tasks by dragging and dropping the order of tasks against a project. Any ticket that has the use of projects and is a child ticket will have this sequencing field. </td></tr><tr><td style="width: 33.3333%;" id="budget_use_billable_only">Calculate Budget Using Billable Time Only<br></td><td style="width: 18.8865%;">Checkbox</td><td style="width: 47.7802%; text-align: left;">When enabled, budgets for Projects will be calculated using billable time logged on tickets only. Any non-billable time logged will not be deducted from the budget. Useful when you would like the budget to track cost only. </td></tr><tr><td style="width: 33.3333%;" id="ignore_parent_budget_if_parent_is_opp">Ignore parent budget when parent is an opportunity<br></td><td style="width: 18.8865%;">Checkbox</td><td style="width: 47.7802%; text-align: left;">This setting is only used when project tickets are raised as children of opportunity tickets. When disabled, the budgets set against the opportunity (grandparent) ticket will be used to determine which budget types can be assigned to tasks under a project. If the opportunity has not budgets assigned (which is typical) the project tasks will not be able to be assigned budget types. When enabled, the budgets set against the project (parent) will be used to determine which budget types can be assigned to tasks under a project. </td></tr></tbody></table></div>
