Updating basic summary settings for a project
Once you’ve added a new project, you’ll likely want to update its settings, including ones located on the Summary tab:
To edit project settings, you’ll need to first click the Edit button located at the top, right-hand corner of the page.
Then, you’ll need to click the icon to edit fields in a section.
Enabling these fields helps ensure changes aren’t accidentally made to critical project details.
Click Edit, then to update the basic information about the project included in the fields described below. Some of these fields are only available when you click .
|Name||The project’s name|
|Code||An alternate way of identifying the project, in addition to its name|
|Dates Start Date, End Date||The date range for the project
These dates do not limit time entry – resources can enter time against the project on dates that fall outside this range
|Project Manager||The name of the project manager assigned to the project. They must be assigned Project Management permissions.|
|Project Manager Approval Required||If this option is enabled, time and expenses entered for this project will be sent to the project manager for approval|
|Co-Manager(s)||Another user with project management permissions who can access the project’s data, assigned to manage the project when you’re unavailable|
|Program||The name of the program the project is associated with, if applicable. A program is a group of projects, budgeted or managed as a unit.|
|Slack Channel||URL of the designated Slack channel, to be used for communication related to this project, if applicable.|
|Project Type||Whether the project is managed or unmanaged.
There is a separate lists for each type, so you can more easily focus on managed projects. Click the Managed/Unmanaged toggle located in the top, right-hand corner of the Projects page to move between views.
|Description||An optional description of the project|
|Client||The client that any billable hours and expenses for the project will be billed to.|
|Client Representative||Assigns a representative of the client to the project, who can approve time and expenses submitted against the project. The client representative is typically an employee of the client’s organization.|
|Groups||Groups (e.g. locations and cost centers) assigned to the project.
You can use groups to limit which project managers can view the project; only project managers with access to the group or groups assigned will be able to view and manage the project.
|Additional Information||Project custom fields you have set up in your system|
Click Edit, then to update the project financial information in the fields described below.
|Budget Hours||The total number of hours the project is budgeted to take|
|Budget Cost||The total amount the project is budgeted to cost|
|Estimated Hours||The total number of hours you expect the entire project to take|
|Estimated Cost||The total amount you expect the project to cost, based on your hours estimate|
|Cost Type||Whether the project's costs represent capital expenditures (CapEx) or operating expenses (OpEx). Available in Polaris PPM only.|
Click Edit, then to update basic time and expenses information in the fields described below.
|Allow time entry against project||Enable this option to allow resources to record time against the top-level ‘project’ task|
|Expense Codes||Determines the types of expenses resources can submit for this project. Choose from the codes defined at the system level.|
Click Edit, then click File/Web Address to upload a file to associate with the project. For example, you could attach a project plan, or a statement of work for the project.
You can either upload a file, or enter a document URL.
Click Edit, then to update the billing rates that can be used in this project. These rates will be used to calculate billing amounts if the project uses a Time Billing plan; you don’t need to assign rates if the project’s bill plan isn’t Time-based.
There are three types of rates:
- Project rate - default rate, used if no other rates are assigned to a resource
- Role rate - associated with roles that resources can be assigned
- Resource rate - a rate associated with a specific resource
Each resource will be billed using the most specific rate available to them. That is:
- If a user rate is assigned to a resource, they’ll be billed at that rate.
- If no user rate is assigned, and their assigned role is enabled for the project, they’ll be billed at their role rate.
- If neither a user rate nor their role rate is available, they’ll be billed at the project rate.
Why can’t I click Save in the Rate Card?
Check that no empty rows display for rates – empty rows prevent you from saving changes.
Click Edit, then to update the billing plan or plans associated with the project. Billing plans determine what will be billed for the project, and when billable amounts become available.
You can add as many plans as you need, including more than one of the same type.
Refer to Adding a bill plan to a project for more information.