Setting the Projects Parameters

HOW TO SET THE PROJECTS PARAMETERS

 Project

This area of the settings allows to list all your projects and assigned them a Project Type. You need to define first all your Project Type in Settings/Project Parameters/Project Types

By clicking the Create button, a new project can be defined.

Assign the Location

Enter a a new Project Name

Select a Project Type ( see below for more information in this page)

Select a Parent Project when for reporting purposes you want to visualise a Parent Projects and its subsequent child.

Project Status 

This section is used to define the different status of a project. 

Those Status are used by the engine to indicate automatically if the project is IN PROGRESS or  COMPLETED.

OPEN: the project is newly created

IN PROGRESS: some tasks assigned to the project have been done and marked as completed

COMPLETED: all tasks associated to a project have been done and marked as completed

This list of status is a set created by default. Should you need a new status to be considered, please contact first customercare@optima.life 

The admin user can edit the properties and the status color by clicking directly on the project status color.

Note that the properties will be used by the engine to indicate the project status accordingly.

Project Types

This section is used to define the percentage of time to be allocated to each project in weekly or monthly manner.

In order to create a new Project Type use the Add Row button.

While the new project is being created, there is still the possibility to Delete if with the cash bin icon.

Once the project is saved there is no possibility to delete if but to change its status to Not Active 

When defining the different Project Types the sum of allocation percentage should be 100% of all the project types marked as Active. 

Make sure to use the Save Button when finished

The system offers a wide range of actions that can be put in place by the user to generate interactive reports or specific views. To get to know more about the functionalities available and the reports and views that can be generated via the "Actions" menu items, go to "How to use the action menu" article.

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