Portal Configuration
Generative AI Using ChatGPT
Zia, powered by ChatGPT, allows users to generate new content or fine tune existing content based on keywords. The integration will help users write descriptions, rewrite existing text, create action plans, and events. Users can select full text or a ...
Portal Configuration in Zoho Projects - Concept
Configuring your portal in Zoho Projects is a critical step in tailoring the platform to your organization's needs. This involves various actions, from establishing project timelines and budget parameters to automating tasks. Consider a scenario ...
Email Notifications
Click in the upper-right corner of the top navigation band. Navigate to the Portal Configuration section, and click Email notifications. Navigate to the Portal Users tab if you want to manage the default email notifications for portal users. Navigate ...
User Settings
In Zoho Projects, users can set a name format, create a hierarchy based on roles, and assign reporting managers to specific users to facilitate access. Availability: Latest Enterprise plan, Zoho One, and CRM Plus. Benefits Approve Timesheets based on ...
Earned Value Management
Earned Value Management (EVM) is a project management technique for measuring project's performance by comparing work performed with the work planned. The project's progress can also be tracked using the EVM metrics. EVM will be calculated from the ...
Completion Percentage of Project, Milestones, & Task Lists
Calculate your project, milestone, and task list completion percentage based on task and issue count or based on task percentage completion and issue count. Benefits Calculate project completion based on different parameters View completion in the ...
Task and Timesheet Settings
Task Settings Maintain Task Order Enable this option to retain the order of tasks even when they are marked complete. Disabling this option will move completed tasks to the bottom of the task list. Click in the top navigation panel. Navigate to ...
Project and Budget
Manage Project and Budget settings such as project ID, tags, project percentage completion, enabling budget, budget threshold and overrun alerts, and budget auto-update frequency. Project & Project Groups Manage Project Prefix & ID, Project Group ...
Date & Time Settings
Date Format Set date formats, business hours / days and holiday list for your company to precisely calculate the project deliverables. You can also calculate the task duration based on the actual number of hours or days. Click in the top navigation ...
Currency
Business transactions are not limited by geographies. Currency allows you to track and manage project costs using base currency set for your organization. Set an exchange rate to determine the value of the project in the base currency. Benefits View ...
Tags
Tags help to reference modules in search and filters. Enable tags and associate them with projects, milestones, task lists, tasks, issues, forums and status. Enable Tags Click in the upper-right corner. Click Portal Configuration > Project and Budget ...
Zia - AI Driven Assistance
Zia is an AI-driven system that can streamline your activities in Zoho Projects. Zia has a conversational interface where you can get immediate responses to your questions on tasks, issues, and events modules in Zoho Projects. Zia can also suggest or ...
Custom Domain Mapping
If you have purchased a domain for your business and you run the company's portal on Zoho Projects, this domain mapping feature will come in handy. All the users in your company will be able to access the portal from your domain name itself. So, your ...
Task Dependency Settings
Configure task dependency settings and set default dependency type. Move up or extend dates of successor tasks or reschedule them based on completion date of predecessor task. Benefits: Move up dates of successor tasks if the predecessor task moves ...
Delete Portal
Delete your Zoho Projects portal anytime you wish to discontinue our services. Portal can be deleted by the Portal Owner. Ensure that you have taken a backup of your portal data before deleting it. Delete function is enabled if the portal ...
Configuration
Portal Settings Update Portal Logo Click in the top navigation band. Navigate to Portal Configuration > Configuration > Portal Settings tab. Hover over the portal logo click on it Click the icon. Select an image from your local computer. Resize the ...

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