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Edit Your Project Settings

Accidentally add a few incorrect details on a Project? Circling back to an older Project that may be out of date? Thankfully, like most everything else in Accelo, everything can be edited in great detail. There's nothing that we can't undo, redo, or just do more with when it comes to our Projects!

Using this guide, you can:

 

Accessing the Edit Project Page

There are two primary ways you can edit your Projects within Accelo.

The List Pages

      1. Click on the Module button on the top left of the screen.
      2. Click on  Projects.
      3. Find your Project in your List. You can search for it using the search function. 
      4. Click the drop-down on the right-hand side, and select "Edit Project".

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On the View Project Page

      1. Find your Project from the Global Search  (or access it from the Lists page).
      2. When Viewing your Project, Click on the Edit drop-down.
      3. Select Edit Project.

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Understanding the Edit Project Page 

Each of these methods will load a Edit Project page.

On this page, you can edit any of the previous information that was input on this Project on creation. Some additional details may be required depending on the configurations your administrator has set up.

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You can Edit the Following Details:

  • Name of the Project: This is for the name or title of your Project.

  • Project Details: These are the various details related to your Project based on your configurations.

      • Company: The company on which this project belongs to. While this field cannot be changed on the edit page, you can relocate it from the View page under the "More" drop-down.
      • Company Contact: The primary Contact from the Company for which this Project will be under.
      • Type: Select your Type to load your custom field options and status progressions unique to that Type. If you don't have different Types, the default one pre-configured in your Accelo account will be selected.
      • Status: The associated Statuses to your Type.
      • Project Owner: The Manager for your Project. Pending personal preferences, this is the individual set to receive notifications regarding the Project.
      • Related to Sale: Select a Sale that this Project may be related to. If you converted this Project from a Quote, this is automatically selected.
      • More:  Clicking on "More" will reveal additional (and often optional) fields to configure:

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          • Skills: These are the skills required to work on the Project that you define. This helps filter for user assignment based on their associated skills
          • Tags: You can add new Tags or select pre-defined ones to help filter for your Project on your list pages.
          • Comments: Additional details you may wish to add regarding the Project.
  •  Dates: This section is where you define your various date fields and how you wish for your Project to be automated regarding how people react on approaching deadlines.

      • Planned Start: This is the date you plan on starting your Project. This is overwritten for when the Project is actually started (when you progress the status). This record is kept for seeing how often you start on time with your planned dates.
      • Planned Due: This is the date you plan on your Project being due. Depending on how late you start your Project, this date may automatically be pushed out depending on your preferences.
      • Deadline: This is the date that your Project must be completed by. An additional field to determine whether or not a Project is simply overdue or if it is passed a key deadline. It can be used with Triggers to notify the appropriate parties, typically the Project Manager.
      • Advanced Date Settings: For those who want more granular control over the various automation preferences of Project Dates, we have a number of settings available that you can expand on:

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          • Fixed Schedule: On No by default, if your work is started late, we automatically push the start date back for each day it is missed to try to predict the actual start date. If this behavior is undesired and you wish for the Start dates to remain the same, select "Yes", and the start date will always be what you define it in the plan even if no one started it on time.
          • Level of Editing: Task Assignees by default have the option of configuring their Task dates to whichever date they'd like to update the Manager on how long it'd take them to finish. However, you can remove this ability from them to make sure they can only set due dates within the Project limits, thus gently informing the assignee that the due date for the tasks on this project are non-negotiable.
          • Autostart: When the start dates approach, we can automatically progress the status of any work from "Pending" to Start as long as there are no dependencies restricting this behavior. Alternatively, you can set it so that users actually need to update the Status to started. The latter setting is preferable for Project Managers who want to know when their staff is actively working on a Task, rather than relying on automation updates with no real work logged.
          • Autocomplete: You can set it so that a Milestone will automatically mark itself as complete when all children Tasks beneath it have been completed. This is very handy when the milestone itself is just a budget/categorical placeholder.
          • Acceleration: By default, dependencies for a late Task will push the dates for the dependent Task in the future. However, when the initial Task finishes early, the dependent Task's start dates remain the same. However, you can set this so that the Task's Start date will immediately pull up to whenever the initial Task is completed. 
          • Predicted End Dates Based On: By default, if a the duration of a Task is set to be (for example) 10 days, if it is started early (or late), the due date will be when it was started + 10 days. However, it can be configured that regardless of how late or early it starts, the due date will never change from what it was defined as in the plan. The latter setting is recommended for Projects with solid deadlines.
  • Budget & Billing Defaults: Configure a variety of options for your Project billing preferences. Defining this is optional:
      • Project Template (No Default): Having No Default Project Template provides a couple of options in defining your billing preference.

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          • Project Invoice Template: Select an Invoice Template to use, which will define which Service & Tax Codes we should use. 
          • Billing Contact: If the Primary Contact is not the one who should be receiving the invoice, you can set up a different Billing Contact to receive it.
      • Project Template (Custom Budget Defaults): You can customize your budget based on three primary options.

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          • Fixed Value: Also called Fixed Fees, or Set Price. This is when you want your service budgets to remain locked and not roll up any values from it's children. This is the recommended setting you wish to set if you bill/invoice off of a set value not to be influenced by how much work you actually put into it. If you select this, you will be prompted to enter your fixed budget as well as indicating whether or not this budget includes your Materials and Expenses (they can invoiced separately if not included).

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            • Project Invoice Template: Select an Invoice Template to use, which will define which Service & Tax Codes we should use. 
            • Billing Contact: If the Primary Contact is not the one who should be receiving the invoice, you can set up a different Billing Contact to receive it.
          • Calculated Price: This setting rolls up and calculates all children budgets (Tasks) and rolls it up to a grand total. We recommend this setting for those who wish to have a flexible budget depending on scoped work that may change. 

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            • Project Invoice Template: Select an Invoice Template to use, which will define which Service & Tax Codes we should use. 
            • Billing Contact: If the Primary Contact is not the one who should be receiving the invoice, you can set up a different Billing Contact to receive it.
        • Nonbillable: Use this setting if this Project is never meant to invoice anyone. This is preferable for Projects that are meant for internal purposes, or free. 
    • Project Template: Lastly, you will see a list of all your available Project Templates you have set up (which can have their own associated billing preferences). You can choose these to pre-populate your Project Plan.
  • Custom Fields: On the far right of your Create New Project Page will be a list of available Custom Fields to define. These will populate based on your Project Type. 

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