View - Project - Project register
- User Settings
By clicking on the User settings icon in the toolbar you can adapt the Project
module to your needs. You can also select View
- Settings - User profile - Settings per module
and Project to open this setting.
The screen contains the tabs Default Setup, Contact person and Tab.
Default setup
You can select between three prefixed settings.
Simple: Simplifies the screen as much as possible and shows only a few fields.
Normal: Shows the most common fields and makes standard default settings available.
Advanced: Shows all available fields and more functionality.
If you want to adapt the screen you can do this under the Tab setting. Click the actual button to make your selection. If you wish to customise the screen you can do this under Tab.
Project card
This is where you decide what Default values to apply for a new project.
You can enter Planned start date and Actual start date, or you can select to use the Program date instead by ticking the appropriate box. Choose whether you want new projects to automatically be set as 'Internal' or 'External' in the Type drop-down list. The % Complete field defaults to 0; you can, however, choose other options from the drop-down list.
If you want the Priority, Department and Responsible field filled in automatically for new projects, make your default selection here.
The Available in accounting checkbox is ticked by default, but if you do not want the projects to be available in the accounting modules, you can simply de-select the box.
Under Other, you can select whether you want the project register opened automatically when the Project card is opened. This might be useful if you are working on several projects.
Enter information about the user and the time when the note is entered is selected by default; you can un-tick the box if you do not want this information to show.
Tab
You can decide what tabs are to be shown in the Project module by selecting the corresponding tab boxes. We recommend that you do not select the tabs that you do not use, to obtain a better screen overview.
Under Other you can also decide whether the totals for Sales/Invoicing and Purchasing are to be shown incl. VAT.
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