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To Work with Projects

As a project admin, set up project details including workdays, holidays, and root causes for incomplete activities.

Project details include:
  • Project information entered by the Account Admin
  • List of Project Admins
  • Work Schedule
  • Holidays
  • Root Causes

Change the Schedule Workdays

  1. Click Profile menu > Project Admin.
  2. Under Scheduling, for Workdays, select the days of the week to include in the project schedule.
  3. Click Save. You don't have to save after each change but you must save or revert before opening another admin page.

Add Holidays to the Schedule

  1. Click Profile menu > Project Admin.
  2. Under Holidays, select a year.
  3. To Add a Holiday, select a date and enter the holiday name.
  4. Click Add and Save. (Hover over a holiday and click X to remove it).

Add Root Causes for Activity Status

    You can define root causes to apply to incomplete activities.

  1. Click Profile menu > Project Admin.
  2. Under Root Causes, enter a root cause and click Add.

    New root cause items display in the list.

  3. Click Save. (Hover over a root cause and click X to remove it).

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