Customization >

General Settings


Introduction

General settings make up how you see the plans you make with the resource planning tool. You can set general task timing settings, enable or disable dependencies, choose the information that will be displayed on the Gantt charts/taskbars, and enable or disable resource utilization. If you need to change the timeline settings, go to Timeline > Timeline settings.

Must-know about this feature

The general settings that you choose will be applied to the entire account.

Set default task timing options

  1. Go to TASK TIMING
  2. You'll find it on the menu.
  3. Set the desired default task timing settings
  4. You can adjust these for each task individually1. Default time interval determines if when creating a task, your task will snap to an all day, one hour period or snap to the nearest 15-minute interval. 

    2. You can plan your tasks by start/end date, by duration or busy time and utilization. Manual parameters can be set in task pop-up window. 


  5. Click on 'Save' once you are done
  6. The settings you chose will be the default task timing settings.

Enable/disable dependencies

  1. Click on DEPENDENCIES
  2. You'll find it on the menu.
  3. Enable or disable the dependencies 
  4. You can do that by toggling the switch accordingly. 


  5. Click on 'Save' once you are done
  6. The dependencies will be enabled or disabled. If you disable the dependencies, all the existing dependencies will be permanently deleted for the whole account. 

Change what's displayed on taskbars

  1. Click on TASKBAR
  2. You'll find it on the menu.
  3. Toggle the switches to enable/disable the items
  4. Enabled items will be displayed on the taskbars/Gantt charts. If you want to add something that is not on the list to the taskbars, check the box before 'Show value on the taskbar' while adding the custom data field. Or go edit the data field and check the box now that you know that you can do it. 

    checking show value on taskbar while adding a custom data field
  5. Click on 'Save' once you are done
  6. The changes will be applied. 

Enable/disable utilization graphs, graph intervals & colors

  1. Click on UTILIZATION
  2. You'll find it on the menu.
  3. Toggle the switch to enable/disable utilization graphs
  4. This includes group utilization and project capacity graphs
  5. Set utilization graph intervals & colors
  6. Click on 'Save' once you are done
  7. The changes will be applied.

Enable Task Auto-Save and choose chart row height

  1. Click on CHART
  2. Toggle the switch to enable/disable Task Auto-Save
  3. Choose chart row height
  4. Click on 'Save' once you are done

Customization >

General Settings