The Projects area controls the structure, fields and workflows of project work – from the project structure through capacities to Scrum (backlog/sprint). You’ll find a specific field fastest via the Configuration search (filter “Projects”); this article is the map.
How to reach this area: Home page → System configuration → category Projects.
ℹ The category has 15 tiles. Fully documented here is the central settings tile (207 fields); the rest are admin lists (see below).
The “Settings” tile
The global project rules – a very extensive accordion. The most important sections:
| Section | What it covers |
|---|---|
| General / Warnings | Basic rules, warning thresholds, export IDs, dynamic links. |
| Project fields (extensive) | Which fields a project has and their visibility. |
| Project overview / My projects / Work packages | Default settings of the project lists. |
| Project structure | Structure and behaviour of the project structure. |
| New projects / Projects from orders / Default values | Defaults when creating new projects. |
| Project times / Service time / Billing | Time and billing behaviour within the project. |
| Backlog / Sprint log / Sprint | Scrum settings. |
| Capacity (+ time tracking, resource schedule, team, warning system) | Resource and utilisation planning. |
| Milestone | Milestone fields and columns. |
| Synchronisation | Project synchronisation. |
| Field visibility / Preset columns | Field visibility and the default list columns. |
Further tiles (admin lists)
The remaining 14 tiles manage types, phases, statuses and templates; their configurable fields are being added to the Configuration search on an ongoing basis.
Master data: Project types · Project phases · Project statuses · Project roles · Milestones · Capacities Workflows & analysis: Workflows · Project history · Project rights · Calculations · Layouts · Project times · Project time categories · Projects
Related topics
- Configuration search (finder across all areas) Configuration search
- Topic: Project management Project management
- Topic: Capacity Capacity