How to Setup Project Settings
Please follow the steps below to configure Project Settings and save default values for a project. This will enable you to establish default configuration values for your project
- Project Spreadsheet shows the list of Projects.
- Sites display a list of sites along with their corresponding details.
- Project File Types show the list of File types.
- Closed Projects display the Completed and Cancelled Project lists
- Project Prefix: You can add any letter, group of letters, or a word to the beginning of a new Project Number
- Site Prefix: You can add any letter, group of letters, or a word to the beginning of a new Site Number
- Job Dispatch Prefix: You can add any letter, group of letters or a word to the beginning of a new Job Dispatch Number
- Pad with Zeros and Padding size can determine the project, site, and Job Dispatch Number size
- The number of Project Approvals Required: Number of people to approve the Project once it's uploaded. It can be 0 to 2 numbers.
- Tracking Plan can be chosen from Category, Activity, or Activity item
- Project Labour Costs: The labour cost for the project can be calculated based on either each staff member's pay rate or the staff role rate.
- Project Plant Costs: The cost of a project plant can be determined based on either the individual plant or the type of plant being used.
- Project Cartage Costs: The cost of project cartage can be determined based on either the material being transported or the type of vehicle used for transportation
- Project Sub-Contractor Costs: The cost of a project SubContrator can be decided by the Purchase Orders or Supplier Quotes
- The functionality to allow non-registered items in the Breakdown option is still under development.
- Enabling the "Automatically Create Drop-off Point for Projects" option results in the automatic creation of a drop-off point entry under Purchase Setting->Drop-Off Points when a project is created. This entry includes the Project Status, Supplier Name, Project Name, and Site Address.
- The staff members can be assigned to a project or each task within the project
- Default Project Placeholder: Using the available placeholders, it is possible to configure the Default Project Name. The Project Name Values configured in this way will then appear in the Projects Task Manager Section.
- Charge Up Dayworks Activity Generation has two options to select
a) Automatically Generate Activities automatically generate the activities under Project-> Dayworks
b) Manually Generate Activities allows adding activities under Project-> Dayworks - Click on Update Settings to Save
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