New clientΒΆ

In order to create a new client, click on the button

enter in the tab General a name and notes.

Thereafter click on the button Save to save information.

You can set here other parameters.

Project properties

Here you can specify the rule settings presentation, header and footer and user views.

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You define whether project settings such as

  • for example, units of time for duration and effort etc.
  • arrangement of columns in tables
  • time scale representation

should be used as default settings for other projects or not.

Set also headers and footers presentation and user views in the same way.

The following options are available:

  • per project/portfolio. Each project/portfolio has its own settings.
  • per user of the client. All projects / portfolio that the user opens, are displayed with the same settings.
  • per clients. This variant provides a consistent view of projects / portfolio for all users of the company.

iCalendar

Here you can specify what information should be given to Outlook.

After double-clicking on a date in the Outlook calendar the following information is displayed.

Retention periods

Here you can specify when marked for deletion projects, project revisions and resource pool revisions should be permanently deleted.

Note

  • A folder is deleted only then when all projects located in the folder are permanently deleted after the retention period
  • Permanently deleted projects / folders cannot be restored
  • Returning to a deleted revision (Project / resource pool) is not possible.

Project Import

Timeline

Vacation Planning

Vacation Import