How do I Customize the Projects App?

Projects settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application.

• Log in and access Projects App from your universal navigation menu bar.
• Click on More(...) icon and select Settings located at the app header bar.

A popup will appear with the group of configurations on the left, now we’ll go through each one with their actual values and adjust the actual values on the right:

• General
  • Collaboration
  • Quick Links
  • Reports
  • Tags
  • Ticker Message
  • Left Menu
• Email
  • Email Templates
  • SMS Templates
• Projects
  • Conversion
  • Associated Projects
  • Spend Authorizations
  • Priorities
  • Statuses
  • Templates
  • Triggers
• Intelligence
  • Charts
  • Dashboard
• Customize App
  • App Naming
  • Master Layout
  • Print/Web Layouts
  • Kanban Layouts
  • List Layouts
  • Sort Ranges
  • Views
• Security
  • Access Level
  • Actions
  • Data Sets
  • Data Access Sets
• API
  • Create
  • Update
  • Query List
  • Query Count
  • Delete
• Web Portal
  • Portal URL
  • Actions