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| Overview |
The Project Options page allows you to modify the following:
| • | Project Types |
| • | Project Priorities |
| • | Project Roles |
| • | General Fields |
You can change the data set by selecting an available option in the drop list.
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Project Types |
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Project Types can be assigned to Projects for classification and reporting purposes.
To modify Project types, select the Project Types option from the drop list.
Project Type options will be available when defining a Project in Omnify Desktop (General tab).
To add a project type, click the Add toolbar button.
This will present the New Project Type dialog box.
When defining a project type, you can set the following fields/options:
| Name |
Project type label/identifier |
| Description |
Description of project type |
| Number Prefix |
Prefix to be used for the Auto Number scheme |
| Autonumber Group |
Project number scheme to be used for the project type |
Once all fields/options are set, click the Apply or Add button to create the project type.
To modify a project type, click the Edit hyperlink in the Actions column.
This will present the Edit Field dialog box.
Once the desired changes are made, click the Update button to save the changes.
To remove a project type, click the Remove hyperlink in the Actions column.
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Project Priorities |
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Project Priorities can be assigned to Projects for classification and reporting purposes.
To modify Project priorities, select the Project Priorities option from the drop list.
Project Priority options will be available when defining a Project in Omnify Desktop (General tab).
To add a project priority, click the Add toolbar button.
This will present the New Project Priority dialog box.
When defining a project priority, you can set the following fields/options:
| Name |
Priority label/identifier |
| Description |
Description of priority |
Once all fields/options are set, click the Apply or Add button to create the project priority.
To modify a project priority, click the Edit hyperlink in the Actions column.
This will present the Edit Field dialog box.
Once the desired changes are made, click the Update button to save the changes.
To remove a project priority, click the Remove hyperlink in the Actions column.
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Project Roles |
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Project Roles are used to identify a specific user or users who own a particular set of responsibilities for a given project.
In addition to being used for classification and reporting purposes, project roles can be used to automatically assign users to a given workflow.
To modify Project roles, select the Project Roles option from the drop list.
Project Roles are assigned and viewed on the Roles page of the Project form (Desktop).
Roles are assigned to users on a per Project basis.
Project Roles can be used to automatically assign users to signoff workflows.
When defining users for signoff stages you can use Project Role indicators.
For each Role defined in the Administrator, a Project Role indicator will be listed among the users when assigning signoff users.
When Desktop attempts to assign workflow users for a given object, it will detect Project Role indicators, and then attempt to determine the appropriate users based on the projects assigned to that item.
To add a project role, click the Add toolbar button.
This will present the New Project Priority dialog box.
When defining a project role, you can set the following fields/options:
| Name |
Role label/identifier |
| Type |
Can be either Single User (only one user can be assigned to this role) or Multiple User (one or more users can be assigned to this role) |
Once all fields/options are set, click the Apply or Add button to create the project role.
To modify a project role, click the Edit hyperlink in the Actions column.
This will present the Edit Field dialog box.
Once the desired changes are made, click the Update button to save the changes.
To remove a project role, click the Remove hyperlink in the Actions column.
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General Fields |
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You can define custom project fields that will appear on the General page of the Project form.
To modify custom fields, select the General Fields option from the Options list.
You can define up to 8 different custom fields.
Custom fields will be available on the General page of the Project form.
To enable a Custom field, specify a field name in the Name column.
Then click the Enable checkbox.
When defining the field, you can define the field value type to be either User Edit or Pick List.
Once the fields are defined, click the Save Settings toolbar button.
For Pick List fields, you can define the field values by clicking the Set Values hyperlink.
This will launch the Field Values dialog box.
To add values, type the new value in the New Value field and then click the Add button.
Note: you can specify multiple values to be added at once using a semi-colon as a delimiter.
To remove values, select the entries in the Values list and click the Remove button.
You can change the order by selecting the entries and clicking the Move Up and Move Down buttons.
You can sort the list alphabetically by clicking the Sort button.
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