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Advanced Project Settings

 

Advanced Project settings are special project-centric settings which perform certain essential functions. These settings work individually for each project and have to be set manually. Advanced settings help personalize project tasks according to users.  

 

Here's how you can access Advanced Settings:

 

Step 1: Click on the Edit button in your dashboard.

 

 

 

Step 2: Select the Advanced drop-down in the side window.

 

 

 

The following is a list of Advanced settings available for the project:

 

Client: Enables you to share the project with the client. The selected client will be able to view the entire project, its reports, invoices, and time entries.

 

Color: Enables you to add a custom color code to the project which can be used as an alternative way to mark projects according to preference.

 

Here is an example of a custom color-coded project:

 

 

Recurring: The recurring setting is for projects that are periodical in nature. For example, an audit that repeats twice every year. You can set 8 different timelines for a recurring project. The recurring project refreshes its completion status after the set time has passed.

 

 

Here's how a recurring project appears to the users.

 

 

Mark As: Marks the project status as active, inactive, or on hold. It is an alternative way to mark project status.

 

Automatic Task Dependencies: Enables the task dependency setting for a project. The task dependency setting is used to create tasks that are dependent on each other. This setting is covered in another article.

 

Allow Comments: If enabled, users and clients can comment on the project and its tasks.

 

Send Reminders: Sends email reminders & email notifications about upcoming due dates to all assignees of a task or project.

 

Currency: With this setting, you can set the currency for billable projects.

 

Price Based On: If a project is billable, this setting allows you to set what the charges will be based on. You can select 'non-billable' if these charges don't exist.

 

There are two options. The charges can be calculated hourly, or they can be fixed permanently. Based on the two, another dialog box will become visible. It will allow you to set the pricing.

 

 

Estimated Hours: You can set the estimated time for the completion of a project with this setting. This time will be set in hours.

 

 

Suggested Reading: Calendar View