Global Parameters

Global parameters screen allows configuration of application settings.

depending on the modules installed, some tabs may not appear.

Tip

Good to know

display infos

Moving the mouse over the caption of a parameter will display a tooltip with more description about the parameter.

Tab Work time

Daily work hours

Definition of the hours of work applied in your company.

Used to calculate delays based on “open hours”.

Open days

Possibility to define the working days in the company.

For each day of the week, you can choose between open days or off days.

See: Resource section Calendars

Note

This parameter are taken into account in : working days on calendars, the working days on the calculation and the display, the working days on the display of real work allocation.

Units for work

Parameters to determine the units used to calculate the actual work

Unit for Timesheet (real work) & Unit for Workload

Parameters to real work allocation and workload.

The fields Unit for real work allocation and for all work data can be in days or hours.

Number of hours per day

Allows to set number of hours per day.

Warning

  • If both values are different, rounding errors may occur.
  • Remember that data is always stored in days.
  • Duration will always be displayed in days, whatever the workload unit.

Timesheet

Defines behavior of tasks in the real work allocation screen.

Display only handled tasks

Display only tasks with “handled” status.

Set to first ‘handled’ status

Change status of the task to the first “handled” status when real work is entered.

Set to first ‘done’ status

Change status of the task to the first “done” status when no left work remains.

Max days to book work (warning) :

Number of days that user can enter real work in the future before getting a warning.

This parameter does not apply to administrative projects

Max days to book work (blocking)

Number of days that user can enter real work in the future. This limit is blocking.

This parameter does not apply to administrative projects.

Alert resource on input done by someone else

Select your type of alert : Internal, Email, both or none.

Display pools on timesheet

Possibly to display the pool whose the resource belongs to.

You can manage different trigger settings per recipient

Warning

Resources that do not have access to the imputations screen do not receive these alerts

After submit, alert to project leader

After submission what type of alert would you want to send to the project leader

After submit, alert to team manager

After submission what type of alert would you want to send to the team manager

After submit, alert to organism manager

After submission what type of alert would you want to send to the organism manager

Tab Activity

Planning

Specific parameters about Gantt planning presentation.

Show resource in Gantt

Select if the resource can be displayed in a Gantt chart, and format for display (name or initials or none).

Max projects to display

Defines maximum number of projects to display.

To avoid performance issues.

Apply strict mode for dependencies

Defines if a task can begin the same day as the preceding one.

  • If yes, the successor should begin the next day
  • If no, the successor can start the same day.

Tickets

Specific behavior for ticket management

Only responsible works on ticket

Only responsible can enter some real work on the ticket.

Ticket responsible from product Responsible

Select if the product Responsible is displayed ( always, if empty, never) as Ticket Responsible on that screen

Limit planning activity to those whit flag

Display planning activity selected for the ticket

Enable to filter ticket reports by priority

Can display tickets on Report screen by level of priority

Display ticket at customer level

Display of tickets on the Customer screen and on the Contacts screen

Display ticket at version level

Display of tickets on the version screen

Manage accontable on ticket

Display the coordinator as Accountable, so the Responsible is the current actor

Organization

Specific parameter for Organization management

Use budget feature for organizations

If yes, can display and work on budget for an organization.

Automation

Parameters to manage automations

Consolidate validated work & cost

Select if validated work & cost are consolidated on top activities and therefore for projects :

  • Never: Not consolidated
  • Always: Values are replaced on activities and project.(erase parents)
  • Only is set: Replaces values ( excepted if set by null or stay not indicated,do not erase parents)
Consolidation work

Consolidation work

Auto set Responsible if single resource:

Behavior about management of responsible, including automatic initialization of responsible.

Automatically set Responsible if not set and by the only one resource allocated to the project

Auto allocated the Manager to the project:

Automatically create an allocation for the project Manager to the project. He should be a resource.

Auto set a Responsible if needed:

Automatically set Responsible to current resource (as using the element) if not set and if a Responsible is required (respecting access rights)

Auto assign Responsible to activity:

Assign automatically the Responsible to activities

Update milestone from deliverable: (Have to link elements)

Update milestone Responsible automatically when the Responsible of deliverable has changed.

Update milestone from incoming: (Have to link elements)

Update milestone Responsible automatically when the Responsible of deliverable has changed.

Update deliverable from milestone (have to link elements):

Update deliverable Responsible automatically when the Responsible of mielstone has changed.

Update incoming from milestone (have to link elements):

Update incoming Responsible automatically when the Responsible of milestone has changed.

Auto set parent activity status:

Auto set status of parent activity from the status of children activity.

Manual progress of fixed-duration activities:

Allows you to manually enter a value in% in the progress field in the “steering” detail area on all the elements that proposes a duration

Milestones

Specific parameters for Milstones management

Manage target milestone

It updates the target (planned) date of the element (on Requirements, Tickets, Product Versions, Incomings, Deliverables and Deliveries) from the planned date of the milestone.

Auto link the milestone

It optionally allows you to display the element linked to the milestone (The option above should be on “yes” to have access to the selection of milestone targetted)

Set milestone from product version

It optionally allows you to automatically retrieve the milestone from the milestone of the Project Version.

Controls and restrictions

Specific parameters for the control and management of restrictions

allow the type restriction on project

Allow to define additional restriction’s type on each project additionally to restrictions defined at project type level.

If so, a Restrict Types button appears in the detail area and allows you to define the type restriction .

_images/GLOBALPARAM_ZONE_RestrictType.png

Restriction on types by profil hides items

If set to yes, users with profiles won’t see items of unselected types

If set to no, users will just not have possibility to create new items with such types

Restrict type box

Restrict type box

Leaves system

Allows you to determine who will be the administrator of regulated absences.

The administrator of regulated absences can define the parameters and authorizations of the screens in this module.

Tab Display

Display tab’s sections

Display

Graphic interface behavior and generic display parameters.

Name of the instance

Change the window’s name. The name appears at the top center of the window

Display in fading mode

Transition between screen changes in flash or fade mode.

Max items to display in Today lists

Limit the display of the “today list”. items are generally ordered by issue date increasing

Quick filtering by status

Display one button. Allow to filter on lists the element by status checking boxes. Refresh to make appear on boxe a new state just created on list .

Localization

Choose how the monetary units behave in your area

Currency

Choose your symbol displayed on each monetary box

Currency position for cost display

Symbol sets before or after each monetary box

Default values

Default values for user

Default language

Choose among 19 languages / easy come back with translation in target language

Default theme

More than 30 themes choices

First page

Choice of the first visible screen after the connection.

Icone size in menu

Icon size are default : user can overwrite these values

Display of the upper menu

Icones are hidden or no.

Display of the left menu

Appears by icones or in wide mode

Display history

  • No
  • Yes, yes with work indicated on the bottom of the page
  • On request with a specific button: Button icon show history

Editor for rich text

Choose your favorite text editor

Activate the spell checker in CK editor

Yes or no

Not applicable value

Choice of the symbol defining the non-applicable values.

On the global view the value of the field that has no applicable value for the given column will display this symbol

Restric project list

When creating an element, name of the project stays like than the one selected at the selector or on contrary offers choice on global list of projects

Displaying notes in discussion mode

Display of notes in discussion mode with indentation for answers

Tab References

Format for reference numbering

Sections for format references

Prefix format for reference

Allows to define reference formats for items of element, documents and bills.

Can contain prefix :

  • {PROJ} for project code,
  • {TYPE} for type code,
  • {YEAR} for current year
  • {MONTH} for current month.

Change reference on type or project change

Change the reference on type change of element will generate missing numbers in reference

Document reference format

Sections for document format references

Document reference format

Format can contain :

  • {PROJ} for project code,
  • {TYPE} for type code,
  • {NUM} for number as computed for reference,
  • {NAME} for document name.

You can allow or forbid downloading locked files in this section

Version reference suffix

Suffix can contain :

  • {VERS} for version name.

Separator for draft in version name

Choose the sign for the separator of the draft

Preserve uploaded file name

If yes, the file is downloaded with the name of original file

If no, the document take the reference formatted name

Forbid download of locked document

Forbid document download if yes is checked

Bill reference format

Sections for bill format references

Bill reference format

Reference format : can contain {NUM} for version name.

Number of digit for bill number

Choice of the number of digits to display in an invoice.

Tab Configuration

References tab’s sections

Product and Component

New menu context in product and component configuration

Configuration zone

Configuration zone

This menu contains all the parameters for configuration management

Display Business features

Filter on date

Display the start and delivery milestones

Display start and delivery milestones for product/component version and delivery dates in flat structure

Display language in Product/Component (Version)

Enable language

Display contexts in Product/Component (Version)

Enable contexts

Display Tenders on Products, Components, Versions

Display a section to list linked Tenders on products, component, product version and component versions

List of activity on component version

Display the list of activity

Direct access to product / component full list

When selecting a component, we go directly to the full list (with filter capacity), without going through the pop-up window

Automatic format of version name

Ability to choose a preformatted format for version names

Separator between name and number

Choose the character of the separator for version names

Auto subscription to versions

Suscription automatic to versions or components when you suscribe to product or component

Types of copy of Component Version

You can choose between :

  • Free choice
  • Copy structure from origin version
  • Replace the origin version with new copied one

Enable Product Versions compatibility management

Display compatibility section in product version details

Display product version on delivery

Allows to link a delivery to product version

Sort versions combobox in descending order

Change sort order for versions in combobox to have more recent first (descending on name)

Sort version composition and structure on type

Sort version composition and structure by type ascending and name descending

Manage component on requirements

Manage component and target component version on requirements

Do not add closed and delivered versions to a project

When adding a product to a project, do not add its closed and delivered versions

Allow activities on delivered version

Include delivered products versions in target product version list for activities

Automatically set component version if unique

Automatically set component version if there is only one component version of the selected component that is linked to the selected product version

Tab Financial

Input of amounts for expenses

Parameters for choosing the input method for expenditure amounts

Input mode for amounts

Defined for expenses items if the amounts must be entered without taxes and calculated in with taxes or vice versa

Input mode for bill lines

Defined for expenses items if the total bill lines feed the total with or without taxes. The parameter is priority if there a bill lines

Input of amounts for incomes

Parameters for choosing the method of entering income

Input mode for amounts

Defined for incomes items if the amounts must be entered without taxes and calculated in with taxes or vice versa

Input mode for bill lines

Defined for icomes items if the total bill lines feed the total with or without taxes. The parameter is priority if there a bill lines

Automation of financial

The Deferral of expenses option occurs during the automatic generation of an expense from an offer, order or invoice.

If the expense is linked to an offer, an order AND / OR an invoice, then this is carried over to the related elements. This update is recursive.

Example: if the expense is generated from an invoice, it is reported on the order linked to the invoice and on the offer linked to the order.

Tab Mailing

Emailing

Parameters to allow the application to send emails.

You define the administrator’s email with the possibility of choosing a different address for “from” and “reply to” and the name to display

You configure the SMTP serveur and port - the login name and password

You can also define the sendmail path or the send method.

The maximum size not to be exceeded for sending emails is in bytes by default if you do not fill in the units.

You can use bytes (O), megabytes (M) and gigabytes (G).

Mail titles

Mail titles

Mail titles section

Parameters to define title of email depending on event.

See: Automatic emails grouping

It is possible to use special fields to call a function or data of the project.

See: Special Fields

Automatic emails grouping

Parameters to define if the email group is active or not

Activate email grouping

When emailing grouping is activated, automatic emails sent during the defined period are grouped into a single mail

Grouping period (in seconds)

Defines the period (in seconds) during which if an email is send after another on same item,

Then emails are grouped into single one

How to treat different formats

If grouped emails refer to different templates, you can :

  • send all messages, one for each template
  • Only send the last message
  • Merge all messages and send a single email

You’ll can see this email in the email to send screen in the Tools menu

Test email configuration

You can test the settings of your email submissions

Send email to

Sent a email to check sptm configuration.

Warning

This operation saves global parameters

Tab Authentication

User and password

Parameters to manage how the connection behaves

Security constraints about users and passwords

You can choose the default profile and password

You can choose to block the user after x connection attempts

You can define the behavior’s password with the min length ord the validy period

You can display or no the check box on the login screen “remember me”

You can initialize password on user creation and defined a new password to random value

LDAP Management Parameters

All the necessary parameters for connecting your projeqtor instances with your corporate LDAP

Global parameters : LDAP

LDAP

Set the base dn, host, port, version…

Default profile for Ldap users, message on creation new user from Ldap,

Actions on LDAP user creation

Project to allocate automatically…

Single Sign On SAML2

Single sign-on is a method that allows a user to access multiple computer applications (or secure websites) by performing a single authentication.

Connexion screen with the protocol SSO

With the single sign on you do not go through the login screen of projeqtor but by a screen dedicated to single sign-on

When connected to the SSO service, the service tells each application that the user is logged on.

This avoids having to connect to applications one by one.

In concrete terms, the site or service to which the user is trying to connect makes a request to the server or the identity provider’s site. This one asks if the user is connected. If so, he transmits the information.

Depending on the protocol used, the two sites exchange keys, signatures and / or other information to verify the identity of the user.

disconnection screen

Disconnection screen

When you want to disconnect from ProjeQtOr with the SSO method, the logout screen gives you several options.

  • local disconnection of projeqtor. I do not leave my SSO session

  • Internal reconnection: I reconnect to ProjeQtOr locally. I leave my SSO session. I should identify myself again

  • SSO disconnect. I leave my SSO session. I should identify myself again

    Parameters

    This is an SSO connection via the SAML2 protocol

    Global parameters: LDAP

    Global parameters: LDAP

    • Set the Entity ID, the IDP certificate, the single sign on and logout…
    • Default profile for users, message on creation new user from SAML,
    • And some parameters for users

Tab Automation

Management of automated service

Parameters for the Cron process.

Defined frequency for these automatic functions

It will manage :

  • Alert generation: Frequency for recalculation of indicators values.
  • Check alert: Frequency for client side browser to check if alert has to be displayed.
  • Import: Automatic import parameters as below.

Warning

Cron working directory should be set out of the path web..

Automatic import of files

Automatic import of files

Automatic import of files

Automatic import settings for cron processes.

Warning

Directory of automated integration files should be set out of the path web.

Automatic import of replies to emails

settings for email responses

Defined parameters for the “Reply to” process It will manage connection to IMAP INBOX to retrieve email answers.

Email input check cron delay (in seconds)

Delay of -1 deactivates this functionality.

Email reception

When you have completed the IMAP settings for receiving emails, you receive your email with a new header. See the image below.

receiving an email before and after configuring IMAP settings

You always find the name of the item that is related to your application. A single click takes you to the item page.

The line in the header tells you where your answer should be positioned to allow you to retrieve the response text in your ProjeQtor instance without the original message.

Signing start identifier

When you have completed the IMAP settings for receiving emails, you receive your email with a new header. See the image below.

The fields allows you to identify the beginning of your signature in order to avoid retrieving the signature in the response.

For example, enter, so that ProjeQtOr recognizes that your signature begins with this word. He will not take back everything behind.

Note

IMAP host

  • Must be an IMAP connection string.
  • To connect to GMAIL input box, host must be: {imap.gmail.com:993/imap/ssl}INBOX
  • You must set these parameters if you want to use the Not receive his own mails option in the user settings

Automatic planning calculation

Enter real work with the recalculation

Activated or desactived this feature by simple click

Differential calculation

Project planning is recalculated only for those who need to be. A data or more has been changed into the project so a new calculation is expected.

Complete calculation

All projects planning are recalculated.

You can choose the option Automatic feed of the real which will inform the real work according to the planned dates.

See: Automatic input of work

Note

Select the frequency of the calendar by clicking on the button defined parameters and choose the schedule, day, month.

_images/GLOBALPARAM_BOX_DefineParameters.png

Note

Start date for…

_images/GLOBALPARAM_ZONE_StardDateFor.png

Select when you want to recalculate project(s)according the date of today’s date

Generation of alerts for real work

Specific settings for alerts based on a profile.

An email is sent on the agreed date. Click on the button Defined Parameters

See: Management of automated service to set the send frequency.

Generation parameters for the Resource/Project leader and Team Manager

Select the frequency of the calendar with which the emails will be generated and sent to the profile

When and How

Control input up to

Select when you want to be controlled. Current day, previous day or next days.

Number of days to control

Choose how many days will be controled

Send alert to resource

Choose how alerts will be sent, Internal alert, email, both or none

Warning

  • All days of the week, open or off days are taken into account.
  • Off days in real work allocation will not send you an alert.

Tab System

Files and directories

Definition of directories and other parameters used for Files and documents management.

Warning

Attachments Directory and Root directory for documents Should be set out of web reach.

Temporary directory for reports Must be kept in web reach.

Localization data

Parameters to define character sets, their encoding, their behavior … for saving files on the server

Charset to save files on server

Keep empty for Linux servers, files names will be stored in UTF8.

For windows OS server, define charset as “windows-1252” (for western europe) or similar corresponding to your localization.

Separator for CSV files

Choose the field separator for csv exports

Export CSV to UTF-8 format

Preserve UTF-8 for exported csv files. If set no, will encode in CP1252 (recommended for windows in English and western Europe Languages)

Miscellaneous

Settings for the update

Check for new version

Auto check (or not) for existing new version of the tool (only administrator is informed);

PDF export

Basic settings for PDF exports

Memory limit for PDF generation.

Size In MB. Too small can lead to PDF error but too big can crash the server

Font for PDF Export.

Freesans give great portability for non ANSI characters - Helvetica give smaller PDF files.

SSL connection to database

Allows to set up a secure SSL connection:

  • SSL Key
  • SSL Certification
  • SSL Certificate Authority
  • Enter patch to corresponding files to enable SSL connection to the database.

Warning

Take care that these files must exist and be valid SSL files.

If values are incorrect, the application will not work any more, and you’ll have to manually fix parameters in the database.

Special Fields

Special fields can be used in the title and body mail to be replaced

by item values :

  • ${dbName} the display name of the instance
  • ${id} id of the item
  • ${item} the class of the item (for instance “Ticket”)
  • ${name} name of the item
  • ${status} the current status of the item
  • ${project} the name of the project of the item
  • ${type} the type of the item
  • ${reference} the reference of the item
  • ${externalReference} the external reference of the item
  • ${issuer} the name of the issuer of the item
  • ${responsible} the name of the responsible for the item
  • ${sender} the name of the sender of email
  • ${sponsor} the name of the project sponsor
  • ${projectCode} the project code
  • ${contractCode} the contact code of project
  • ${customer} Customer of project
  • ${url} the URL for direct access to the item
  • ${login} the user name
  • ${password} the user password
  • ${adminMail} the email of administrator