How To: Manage Project Settings

To access Project Settings, click the wheel cog icon at bottom left, either from Plans the Projects listing page. Only system administrators and project admins will have access to Project Settings.

Navigating to managing project templates

To open up the navigation bar, you can click on the expand icon as indicated below (for more details on the navigation feature are available here):

To access project settings page, Sysadmins and project admins can click on settings cog as indicated below:

On clicking the settings cog, the Projects settings page is available to the admin user. By default the General Settings is made available to admins. You can minimize the expanded navigation bar by clicking on the collapse icon

Note that configuration of Project Settings are universal, thus any configuration here is applicable across all projects created in Envisio.

General Settings

Enabling edit/delete historical updates: By enabling this feature, sysadmins/project admins or project owners can edit/delete project status updates that have already been submitted by another user.

Update templates: Admins can now define a template for a project status update. This can be set at the project template or the individual project level.

Project Phases

When you first access Project Settings, you will land in the Project Phases section. Here, you can define up to eight phases by project type, with your own custom language. 

First, select your Project Template. By default, Envisio currently offers two project templates, but you can create new templates or hide existing templates. To learn more to manage project templates, see How To: Manage Project Templates.

You can add up-to 8 project phases. When you're adding project phases to a template, the phases will apply to all projects created using that templates, by default. 

Users can, also, override this template level project phases and add project phases specific to a selected project under that template.

This can be done by switching to Single project tab and selecting the specific project from a drop down.

To learn more about creating projects, see How To: Create a new Project.

Once you've defined your project template (and project, if Template = General), you can add, modify, or delete phases.

• To add a phase, click Add Project Phase. Enter the name of the phase and click out of the text box. This will save the value as a new phase for your projects.
• To modify an existing phase, update the name and click out of the text box field to auto-save.
• To delete a project phase, click the trash can icon at the right of the field. Note that only phases that are not attached to any projects can be deleted.

Custom Fields

1. To access custom fields, click the option for Custom Fields tab, on the page. This will present a list of existing custom fields, if any exist.
2. To add a new custom field, click the plus button at the top of the list and enter the details for the field. See Creating a new custom field below for more information.
3. To modify an existing field, click the line item and make the appropriate changes.
4. To delete an existing field, click the trash can icon to the right of the field.

Creating a new custom field

1. When creating a new custom field, start by defining the name and provide a brief description, as needed. Name is required; Description is optional.
2. Select your custom field's data type. Note that this cannot be changed later, though you can always delete and recreate your field. Available types as follows:
   
   • Text - standard, open text field
   • Rich Text - large text field with formatting functionality, links, bullets, etc.
   • Number - with additional formatting to set decimal rounding, prefix/suffix, and thousand separator
   • Checkbox
   • Single- or Multi-select picklist
3. Define whether your field will be required or not. If toggled to ON, any projects being created will be forced to have a value in this field before saving.
4. Once your field has been configured, click Save at the bottom.