How to setup Portal Settings

How to setup Portal Settings

This article will help you to set up the Portal settings under Company Settings

The default quantity rate unit for the 5 activity items can be specified in the Portal Settings. Additionally, placeholders can be utilized to configure the default activity, activity item, and task names
  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Admin-> Company Settings
  3. In the Portal Setting section, you have the option to select the suitable units for these 5 activities which are Labour, Plant, Material, Sub Contractor, and Cartage. These default units are then applied in the setup of Activity Items, which is accessible under the Admin-> Activities section 
  4. You can also configure the Default Activity Name and Item Name by using the Placeholders available. These values will appear under the Projects Work Activities Section
    Example: If you select Default Activity Name as "Project123 [Activity Name]" and the Activity Name under Admin-> Activities as "ABC." In that case, any work activities added to a Project will display the name "Project123 ABC".

  5. Click on Save




    • Related Articles

    • How to Setup Timesheet Settings

      Timesheet settings refer to the configurable options and preferences that can be adjusted to customize the behavior and functionality of a timesheet, Jobsheet and Leave Request forms Navigate to the Web Portal and login On the left-hand main menu, ...

    • How to Setup Purchasing Settings

      Follow the Process to setup Purchase Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting General Settings Product Item Prefix: It is a pre-defined set of characters or digits added ...

    • How to Setup Payroll Settings

      Follow the below steps to setup Payroll Settings Navigate to the Web Portal and login On the left-hand main menu, select Timesheet-> Timesheet Settings Go to Payroll Settings Payroll Frequency: Payroll frequency refers to the time interval at which ...

    • How to Setup Asset Settings

      Follow the steps below to Setup Asset Settings Navigate to the Web Portal and login On the left-hand main menu, select Assets->Asset Settings Update Asset Classes How to create Asset Classes Click on Update Check Lists to create check lists How to ...

    • How to setup Asset Settings

      This article will explain to setup General Settings Navigate to the Web Portal and login On the left-hand main menu, select Assets->Asset Settings The Asset Spreadsheet displays the list of Assets Update Asset Class: How to Create Asset Class Update ...