In the Portal Configuration, we help you configure your company settings, customize fields, groups, and templates, and configure all the project modules with ease.

• Org Settings
  • Configuration
    • Update Portal Logo
    • Portal Details
    • Prefix & ID
    • Sender Email
    • Portal URL Change
    • Configure Custom Domain
    • Portal Owner Change
    • Delete Portal
  • Date & Time Settings
    • Configure holidays
    • Date format and business hours settings
  • Bugs & Timesheet
    • Timesheet billing and approval status
    • Time-log period settings
    • Rename bugs tab
• Layouts & Fields
  • Project Custom Fields
    • Add single-line text field
    • Add multi-line text field
    • Add pick list field
    • Add user pick list field
    • Add date field
    • Add number field
  • Edit custom field
  • Reorder custom field
  • Remove custom field
  • Delete custom field

Configuration

Update Portal Logo

1. Click  in the top band.
2. Navigate to the Portal Configuration section and click Org Settings.
3. Click the Upload button.
4. Click Choose File and select an image from your local computer.
5. Click Upload.
   • You can also remove the logo by clicking Delete.

Portal Details

1. Click  in the top band.
2. Navigate to the Portal Configuration section and click Org Settings.
3. Click  to the right of your company name.
4. Modify the Company Name, Web Address, postal address, and Time Zone.
5. Click Update.

Prefix & ID

1. Click  in the top band.
2. Navigate to the Portal Configuration section and click Org Settings.
3. In the Prefix & ID section, you can enable/disable Project IDs.
4. The current project prefix is shown in an editable section. If desired, modify the project prefix and click Update.
   • The Project prefix cannot be more than 10 characters and can contain alphabets & hyphen only.

Sender Email

To send email notifications from your own email address, you can simply configure the Sender Email and domain.

1. Click  in the top band.
2. Navigate to the Portal Configuration section and click Org Settings.
3. Enter your email address in the Sender Email section and click Verify. A Hostname and Value will be generated.
   • You are restricted from entering a public domain email address.

4. Login to your DNS manager and add the generated value in the TXT record.
5. Click Verify your domain in sender email settings in Portal Configuration.
6. Once your domain is verified, a verification code will be sent to the email address entered.
   • If you didn’t receive the verification code to the email address, click Resend verification code.
7. Enter the verification code and click Verify Email.

After your domain and email address is verified, the Zoho Projects notifications will be sent from the customized sender email address.

Edit Sender Email

1. Click  to the right of your Sender Email address.
2. Confirm your action. If you click Change, the current sender email configuration will no longer work.
3. Configure the new sender email address and verify your domain and email address.
4. If you don't configure a new sender email address, the notifications will be sent from the default address notifications@zohoprojects.com.

Portal URL Change

1. Click  in the top band.
2. Navigate to the Portal Configuration section and click Org Settings.
3. In the Portal URL Change section, the current portal name is present in the editable area. If desired, modify the portal name and click Update.
   • The new name will reflect the next time you log in or refresh your portal
   • The Portal URL cannot hold special characters

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Portal Owner Change

1. Click  in the top band.
2. Navigate to the Portal Configuration section and click Org Settings.
3. Select New Portal Owner from the drop-down.
   • Only Admins will be listed in the drop-down
   • This feature is enabled only for the paid plans

Date & Time Settings

Date format and business hours settings

You can now set date formats, business hours / days and holiday list for your company to precisely calculate the project deliverables. And you can also calculate the bug duration based on the actual number of hours or days.

1. Click  in the top band.
2. Navigate to the Portal Configuration section and click Org Settings.
3. Click Date & Time Settings.
   
4. Set the Date Format ,Time Format and the First Day of the Week.
5. Set how long the Business Hours are, for a day.
6. Skip Weekends by selecting the working days of your work week. The days unselected will be considered as weekends and the work item's duration will be calculated accordingly.
7. Click Update when you are done with all the above settings.

Configure holidays

Learn to configure holidays in Zoho BugTracker here.

1. Click  in the top band.
2. Navigate to the Portal Configuration section and click Org Settings.
3. Click Date & Time Settings.
4. Navigate to the Skip Weekends section and click the Configure Holidays link.
5. Enter the holiday details and Add Holiday.

Bugs & Timesheet

Timesheet billing and approval status

1. Click  in the top band.
2. Navigate to the Portal Configuration section and click Org Settings.
3. Click Bugs & Timesheet.
4. Navigate to the the Timesheet Billing Status and Timesheet Approval Process section.
5. Set your default billing and approval status respectively.
6. Click Update.

Time-log period settings

Time logs are an effective way to track your users' hours. You can customize your past and future time-log settings, or even remove time logs entirely.

To customize your time-log settings:

1. Click  in the top band.
2. Navigate to the Portal Configuration section and click Org Settings.
3. Click Bugs & Timesheet.
4. Navigate to the the TIme-log Period Settings section.
5. Allow, Don't Allow or Customize.
6. Click Update.

Log Past Time

This setting determines whether to log past time.

Here are your options:

Log Future Time

This setting determines whether to log future time.

Here are your options:

The Time-log settings will reflect in the following modules:

 Example:

Joan wants to allow time-log entries for all past days while restricting entries to only two weeks in the future.

1. Set the Past time-log to Allow- past days.
2. Set the Future time-log to custom—2 weeks in the future

If the current date is 02/15/2017, all the users in the project will be able to log entries for all past days, and only until 03/01/2017 in the future. These settings will be reflected in all date pickers shown above.

Time-Log settings for strict projects

Changes to the time-log settings will only be reflected when the specified number of days is within the date range scheduled for strict projects.

For example: 

Strict project date range: 09/01/2016 - 09/30/2016

When time-log settings are configured to five weeks before and after the current date (09/19/2016), time cannot be logged because the settings are not within the date range.

Rename bugs tab

1. Click  in the top band.
2. Navigate to the Portal Configuration section and click Org Settings.
3. Click Bugs & Timesheet in the left panel.
4. Scroll the page and navigate to the Rename Bugs Tab section.
5. Enter a Name to be displayed in the Links or Commands across projects.
6. Enter a Name and icon to be displayed in the Tabs across projects. To change the icon for the Bugs module, hover over the default icon and select your favorite icon.
7. Click Update at the bottom of the page.

Project Custom Fields

A layout helps you structure your form by adding fields. Zoho BugTracker lets you create and add custom fields to the layout.

 Create custom field

1. Click  in the upper-right corner of the top navigation bar.
2. Navigate to Portal Configuration > Layouts and Fields > Projects.
3. Click Standard Layout to add a custom field.
4. Drag and drop a field type from the New Fields tray into the layout editor (main panel).
   • Single-line text field: Add one line of text.
   • Multi-line text field: Add multiple lines of text. Hit Enter to key in more information.
   • Pick List field: Create your own dropdown using a pick list. Set values and wrap them under a pick list as per your business needs.
   • User Pick List field: Use this field when you have to store usernames.
   • Date: Store dates in this field. 
   • Number: Store numbers in this field. A number can have a maximum of 19 digits. You can either store an integer or a decimal in this field.
5. Click Add Field to include the field in the layout. When you Cancel, the field is never stored anywhere.

Add single-line text field

1. Click  in the upper-right corner of the top navigation bar.
2. Navigate to Portal Configuration > Layouts and Fields > Projects.
3. Click Standard Layout to add a custom field.
4. Drag and drop the Single-Line Text field from the New Fields tray into the layout editor (main panel).
   
5. Enter a Field Name. The field name is mandatory and unique.
6. Set a Default Value  if necessary.
7. Click Add Field.

Add multi-line text field

1. Click  in the upper-right corner of the top navigation bar.
2. Navigate to Portal Configuration > Layouts and Fields > Projects.
3. Click Standard Layout to add a custom field.
4. Drag and drop the Multi-Line Text field from the New Fields tray into the layout editor (main panel).
   
5. Enter a Field Name. The field name is mandatory and unique.
6. Set a Default Value if necessary.
7. Click Add Field.

Add pick list field

1. Click  in the upper-right corner of the top navigation bar.
2. Navigate to Portal Configuration > Layouts and Fields > Projects.
3. Click Standard Layout to add a custom field.
4. Drag and drop the Pick List field from the New Fields tray into the layout editor (main panel).
   
5. Enter a Field Name. The field name is mandatory and unique.
6. Add values. A pick list cannot be empty. Enter valid data in the editable text area and click Add Value.
   • Click the cross icon  beside a value to delete it.
7. Select a Default Value if necessary.
8. Click Add Field.

Add user pick list field

1. Click  in the upper-right corner of the top navigation bar.
2. Navigate to Portal Configuration > Layouts and Fields > Projects.
3. Click Standard Layout to add a custom field.
4. Drag and drop the User Pick List field from the New Fields tray into the layout editor (main panel).
   
5. Enter a Field Name. The field name is mandatory and unique.
6. Select users.
7. Click Add Field.

Add date field

1. Click  in the upper-right corner of the top navigation bar.
2. Navigate to Portal Configuration > Layouts and Fields > Projects.
3. Click Standard Layout to add a custom field.
4. Drag and drop the Date field from the New Fields tray into the layout editor (main panel).
   
5. Enter a Field Name. The field name is mandatory and unique.
6. Click Add Field. Learn how to edit an existing field.

Add number field

1. Click  in the upper-right corner of the top navigation bar.
2. Navigate to Portal Configuration > Layouts and Fields > Projects.
3. Click Standard Layout to add a custom field.
4. Drag and drop the Number field from the New Fields tray into the layout editor (main panel).
   
5. Enter a Field Name. The field name is mandatory and unique.
6. Choose whether the number is an integer or a decimal. A maximum of five integers and five decimals can be created.
7. Click Add Field.

Edit custom field

1. Navigate to  > Portal Configuration > Layouts and Fields > Projects.
2. Open the standard layout editor and hover over the custom field you would like to edit.
3. Click the pencil icon .
4. Edit the field properties except the field name. You can change the field name also but the new name will be reflected in all the projects.
5. Click Save Changes.

Reorder custom field

1. Navigate to  > Portal Configuration > Layouts and Fields > Projects.
2. Open the standard layout editor and hover over the custom field you would like to reorder.
3. Drag and swap with another field in the editor. You can reorder fields as many times as you want until you get the desired order..
4. Click Save Field Order.

Remove custom field from layout

1. Navigate to  > Portal Configuration > Layouts and Fields > Projects.
2. Open the standard layout editor and hover over the custom field you would like to dissociate.
3. Click the cross icon .
4. Confirm your action.

Delete custom field from portal

1. Navigate to  -> Portal Configuration -> Layouts and Fields -> Projects -> Fields.
2. Hover over the field you would like to delete.
3. Click the trash icon .
   • Deleting a custom field will affect all the projects in the portal. 
   • The data stored in the field will be lost
4. Confirm your action.