Projects Options in the project edit dropdown section, is where the most commonly used options for projects are set. For setting options for all projects rather than on a per project basis see Projects & Task Configuration
Accessing Projects Options
Navigate to the project of your choice > Edit > Edit Project Options
Client View Options
Enable Client user assignments on Tasks & Work Items: If enabled clients are able to be assigned to tasks & work items on this project
Enable Client View on this Project: If enabled client view will be accessible on this project
Enable Project specific Client View settings (when unchecked use workspace default settings): Enables the option to change client view settings for this project
Secure/Private Project Options
Only people assigned to the project (or item) have read/viewing access: If this option is enable only resources assigned to this project will be able to view it
Work Effort Input Options
- Enables work hours to be input for tasks: Without this option checked tasks cannot be associated with work hours.
- Enable Work optionally entered as 'HH:mm' (instead of decimal) tasks and some report views: Changes the decimal formatting of work hours to 'HH:mm' format
- Enables the (Agile) option for the original estimate of the task work hours to be captured: Allows the original effort estimated to be input into the task
- Enables the (Agile) option for the user to input work hours remaining on a task. (Task recalculates work hours based on remaining plus actual time entries): Allows the estimated hours remaining to be input into a task
- Enables Story Points (Agile/Scrum) to be used for estimating effort: Allows story points to be used in estimating the remaining effort on a task
- Enables T-Shirt Sizes (Agile/Scrum) to be used for estimating effort & duration: Allows t-shirt sizes to be used in estimating the remaining effort on a task
- Enable Value Points (Agile/Scrum) to be used for estimating customer/sponsor value on tasks by default on new projects/templates: Allows value points to be used when estimating customer/sponsor value on new projects/templates.
Work Adjustment Multiple Resources on a Task
- Add Additional Assignee - Default Work Adjustment: The default work adjustment behavior when additional assignees are added to a task
- Remove Assignee - Default Work Adjustment: The default work adjustment behavior when assignees are removed from a task
- Multiple Assignee, Total Work Adjusted - Default: Work adjustment made when total work is changed on a task with multiple assignees
Adding Resources to Project & Tasks
Auto-populate resource rates from user profile when adding resources: If checked, rates will be pre-populated on the project resource assignment when adding resources to the project. The project resource rates, if set, and when task assignment rates are blank, will be used for task financial calculations and time entries. If rates are not set on the project or task, and contract rates are not selected, the users default rates are used for financial calculations and time entries
Auto-populate rates on task assignments from corresponding project resource rates:If checked, rates will be pre-populated from the project resource assignment to the task assignments. The task assignment rates, if set, will be used for task financial calculations and time entries
Limit Task User Assignment to Project Resources: If enabled only resources on this project can be assigned tasks
Limit Issue User Assignment to Project Resources: If enabled only resources on this project can be assigned issues
Limit To-Do User Assignment to Project Resources: If enabled only resources on this project can be assigned to-dos
Limit Comment User Mentions to Project Resources: If enabled only resources on this project can create comment user mentions
Enable Tasks to inherit Project Priority: Tasks automatically will inherit the Priority of the when a specific value is not set on the task
Use the resource's personal work calendar when adding resources to the project (NOT recommended: If enabled resources personal calendars will be used for scheduling on this project rather than the default calendar
Enable Resource Type to be set by task assignment (not recommended): If enabled resource type is assigned on task assignment for this project
Approval Template Options
Approval Request Template: Selection of which Approval Request Template to use for Approvals on this project if any
Project Specific Time Zone
Time Zone: Selects the time zone specific to this project
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