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




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