Project and Budget
Project & Project Groups
Prefix & ID
- Click
in the top navigation panel.
- Navigate to Portal Configuration > Project & Budget > Project & Project Groups tab.
- In the Prefix & ID section, you can enable/disable Project and Task IDs.
- 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, numbers, & hyphen only.
Project Group Prefix
- Click
- Navigate to Portal Configuration > Project & Budget > Project & Project Groups tab.
- Enable the Project Group Prefix option.
Tags
Read more about tags here.
Project Percentage Completion
- Click
- Navigate to Portal Configuration > Project & Budget > Project & Project Groups tab.
- Scroll down to Project Percentage Completion.
There are three options to calculate project percentage completion.
Based on task and issue count - The project completion percentage is calculated based on the Open and Closed Status of both tasks and Issues.
Based on task completion percentage and issue count - The project completion percentage is calculated based on each task completion percentage. If there is no percentage completion in the issue module, status type (Open,Close) will be considered. In this type all tasks and issues will have equal weightage (Weightage = 1).
Based on weightage field - Users can customize the weightage for each task and issue. The project completion percentage is calculated based on the weightage value given in weightage field (numeric field or task duration or work hours).
- Select you default option and click Update.
Formulas to calculate to Percentage Completion:
Project Percentage Completion = (∑(Task Completion% * Task Weightage) + ∑(100% * Closed Issue Weightage)) / ( ∑ Task Weightage + ∑ Issues Weightage)
Milestone Percentage Completion = (∑(Task Completion% * Task Weightage) + ∑(100% * Closed Issue Weightage)) / ( ∑ Task Weightage + ∑ Issues Weightage)
Budget Settings
Enable Budget
- Click
- Navigate to Portal Configuration > Project & Budget > Budget Settings tab.
-
Toggle Enable Project Budget.
- Set Access Privilege. Select profiles that can access project budget.
- Set Budget auto update frequency. The budget will automatically update based on the set frequency.
Include Non-Billable Hours
- Click
- Navigate to Portal Configuration > Project & Budget > Budget Settings tab.
- Toggle Include Non-Billable Hours.
Enable Budget Threshold and Overrun Limit
- Toggle the Budget Threshold Email and Budget Overrun Email buttons in Budget Settings section.
- Click Customize Email to modify the email template and click Save.
- Click Update.
See Also
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