Account Settings Editor

Display Name Format

When creating new resources and new users, this format is used to auto-populate their default display name. Afterwards you can change the display name to be anything you want. Changes here will not affect existing users and resources in the system, only new ones.

After making an edit here you will need to logout and then log in.

• {0} - First Name

• {1} - Middle Name

• {2} - Last Name

Tom Sherman

{0} {2}

Named Role Format on Resource Scheduling Tab

When on the resource scheduling tab, how do you want to display roles that are assigned to someone?

• {0} - Resource Name

• {1} - Role Name

• {2} - Title Name

Tom Sherman (Engineer)

{1} ({0}) - {2}

Unnamed Role Format on Resource Scheduling Tab

When on the resource scheduling tab, how do you want to display roles that are unassigned?

• {0} - Role Name

• {1} - Title Name

Senior Consultant (Engineer)

{0} ({1})

Tentative Role String

You can enter a special character here. When that character is detected in a role name, it will be treated as tentative. This setting is very rarely used.

n/a

Require Skills for Roles

When this value is set to true, at least one skill must be selected to create roles. 

Allow Detailed Task Management

Detailed Task Management is a special feature of Projector that allows you to create sub task-type tasks on a project. This allows for advanced project planning features like Gantt charts, percent complete tracking, and budgeting. Most organizations will leave this ticked.

n/a

Allow Allocation Over Resource Capacity

With this feature on, an installation can have requested or booked hours exceed capacity (normal working hours minus holidays and PTO). This is the recommended setting, as it allows for more flexible resource scheduling.
When this feature is off, only resources with 100% availability match can be assigned to a role on the Role Assignment tab within the Role Landing page.

Enable Draft Schedules

With this feature on, draft schedules can be created for projects. A draft schedule provides an integrated way to evaluate the impact of resource scheduling on project profitability. Draft schedules can later be committed as booked and requested hours on the project's actual schedule.

Allow Resources to Update Hours to Go

When a project has Detailed Task Management enabled, resources are typically allowed to provide feedback through time entry on their task progress. This automatically updates your DTM plan based on resource feedback. For example, a task may be expected to take 10 hours. However, the resource reports through time entry that it will take them 12 hours.

With this setting off the resource cannot provide feedback on their progress through time entry.

n/a

Allow Resources to Use Web Calendar

A resource can subscribe to their Projector Calendar so that they can view it in applications like Outlook, iCal, or Google Calendar.

With this setting off the resource will not have access to their calendar through other applications.

n/a

Enable Allocation on Holidays

With this feature on, the daily view of hours allocated in weekly mode will treat holidays as regular workdays. For example, a 40-hour weekly allocation during a week with a Monday holiday will appear as “8, 8, 8, 8, 8” rather than “0, 10, 10, 10, 10.”

Enable Resource Cost Center Mapping Overrides

When ticked you can reroute accounting data for a resource to a different cost center. You choose where the revenue goes on a per-resource basis from the Resource Info Tab. Most organizaitons will not use this feature.

n/a

Open Projects in PM Mode by Default

Normally Projector opens projects in the most permissive mode possible. However, in some cases you may want your users to open projects in a less permissive mode. In this case, PM Mode. The more permissive mode you are bypassing is called Scheduler Mode. You can learn more about both in the Project Resource Scheduling Tab documentation.

Allow Authentication via Report Authentication Tokens

When you run Projector reports, you have the option of accessing them via the web. Normally this access requires that you authenticate using your Projector username/password. When enabled, this option allows you to instead authenticate using a special token. The token can safely be shared without compromising your personal passwords. See Report Web Services for more information.

n/a

Allow Self-Approval of Expenses via Override/Set Status

Typically for audit purposes the ability to approve expenses for repayment to yourself is blocked. With this flag enabled, users with the cost center permission Administer Expense Document Approval and Payment can use the Set To dropdown box to approve-to-pay their own expenses.

Auto-confirm A/R transactions that are entirely zero amount

If you issue an invoice with no net balance, then don't bother sending it over to your accounting system. This might happen if you have a pre-payment balance which entirely consumes the invoice amount. Or, you may have outstanding zero dollar time cards or cost cards and want to sweep them onto an invoice to clear them out of the system.

Allow Specification of Force Dates Setting

This should almost always be off. If you turn it on, then a new option is presented in the QuickBooks and Dynamics GP accounting interfaces called Force the date of each transaction to fall within its accounting period. That option allows you to force transactions out of their natural Projector accounting period and to instead use date of synchronization as the accounting period. If you do this, Projector and your accounting system could be out of sync.

If you believe you have a legitimate reason for enabling this option, please contact the Projector Support desk to confirm.

Allow Fixed Price for Cost Contract Terms

It's often best to model Fixed Price cost contracts as Not to Exceed or to simply combine cost into your time contract. The reasons behind this logic are covered in How to clear deferred revenue on fixed price cost contracts.

Allow Requested Resources to Report Time/Expense on Projects Requiring Assignment

When time entry is limited through the flag Resources assigned to a role on the Project Info Tab, this checkbox governs whether the resource must be booked simply requested.

Prioritize revenue earn by date for unscheduled revenue

When enabled, any unscheduled system revenue for a CLI falls on the "Revenue will be earned by date". When not enabled unscheduled revenue falls on the Actuals Cutoff Date of the report or dashboard.

For clients who use Projector for resource scheduling, this setting should most likely be turned off. The default is for this setting to be turned off.

For clients who are not using Projector for resource scheduling, this setting should most likely be turned on, and the revenue earned by date should reflect the expected end date of the of the underlying project(s).

Prevent Unbounded Deletion of FRO Time and Cost Cards

When enabled, both a start and end date must be specified when deleting FRO time or cost cards with data loaders that invoke OpsCloseTimeCardBatch or OpsCloseCostCardBatch web services.

Default Location for New Resource

When creating new resources, the new resource's location will default to either Blank or the Location of Creator as defined by the account setting for Default Location for New Resource.

The default setting is to initialize the new resource's location to the location of the user creating the resource. This works well when the new resource and the administrative user typically creating resources share a common location. If your administrative users are not sharing a location, setting the default to blank ensures that the creator must explicitly select a value rather than going with the default and potentially locating the new resource in the wrong location. Location impacts a resource's normal working schedule, holidays, and mileage rates.

Generic Time Off Reason Name

The Generic Time Off Reason will replace actual time off reasons for time off requests and time off time cards when the current user does not have permission to view the time off reason for the resource associated with the request or the card. The cost center-based permission View Time Off Reasons for All Resources determines whether a given user will see actual time off reasons or the generic time off reason for each resource.

The default value is "Time Off", but any text string can be used.

Time Off Reason Obfuscated

Delegates Can Always View Resource's Time Off Reasons

When this feature is on, a resource's time entry delegate can view the resource's time off reasons, regardless of the delegate's individual permission settings.
If you are concerned about potential privacy issues such as the visibility of sensitive time off reasons (for example, paternity or maternity leave), it is recommended to keep this feature disabled.

Web Service Rate Limit Violation Response

This setting determines the type of response a web service request will receive when it hits the rate limit threshold. There are three response types: System Default, Error, and Warning. System Default will behave as either a Warning or an Error, depending on the system configuration. (Coming soon.)

Force equivalent FX rates when costs are incurred and invoiced in the same currency

There is a certain situation called a "double hop" where the amount incurred on an expense will not match the amount invoiced. Or in layman's terms, the receipt says $10, but the client is billed $10.05 due to FX conversions. In most contracts the client is expected to absorb the cost of these FX conversions between when an expense is incurred and an expense is invoiced. By ticking this setting you force the expensed amount to equal the invoiced amount and your company will absorb the cost of FX conversions. Please see the FX Rates, Expenses, Invoicing, and Reports article for more information.

n/a

Invoice PDF File Name (Client Invoices)

Default name for Client invoices that are saved as PDF or emailed as attachments.

• {0} - Invoice Number

• {1} - Client Name

• {2} - Client Number

• {5} - Invoice Date

Invoice for Acme Corporation

Invoice for {1}

Invoice PDF File Name (PO Number Invoices)

Default name for PO invoices that are saved as PDF or emailed as attachments.

• {0} - Invoice Number

• {1} - Client Name

• {2} - Client Number

• {5} - Invoice Date

• {6} - PO Number

Invoice INV00031 for PO JDF00482291

Invoice {0} for PO {6}

Invoice PDF File Name (Engagement Invoices)

Default name for Engagement invoices that are saved as PDF or emailed as attachments.

• {0} - Invoice Number

• {1} - Client Name

• {2} - Client Number

• {3} - Engagement Name

• {4} - Engagement Number

• {5} - Invoice Date

• {6} - PO Number

06/05/2012 - Invoice INV00031 for P001023

{5} - Invoice {0} for {4}

Invoice PDF File Name (Project Invoices)

Default name for Project invoices that are saved as PDF or emailed as attachments.

• {0} - Invoice Number

• {1} - Client Name

• {2} - Client Number

• {3} - Engagement Name

• {4} - Engagement Number

• {5} - Invoice Date

• {6} - PO Number

• {7} - Project Name

• {8} - Project Number

Invoice for project Rocket Propelled Roller Skates (P0001023-001)

Invoice for project {7} ({8})

Invoice Name Format (no date range)

Default name for new invoices that do not cover a date range or only have a start date. Engagement name and code are listed twice so that you can show both for project level invoices.

If you invoice at the client or PO level then

• {0} - Client Level 0*

• {1} - Client Level 1*

• {2} - Engagement Name (for engagement/project client levels only)

• {3} - Engagement Code (for engagement/project client levels only)

Invoice P001020

Invoice {3}

Invoice Name Format (with end date)

Default name for new invoices that only have an end date. Engagement name and code are listed twice so that you can show both for project level invoices.

• {0} - Client Level 0*

• {1} - Client Level 1*

• {2} - Engagement Name (for engagement/project client levels only)

• {3} - Engagement Code (for engagement/project client levels only)

• {5} - Invoice through date

Invoice for P00120-001 through Oct 30, 2013

Invoice for {1} through {5}

Invoice Name Format (with start and end dates)

Default name for new invoices that have both a start and end date. Engagement name and code are listed twice so that you can show both for project level invoices.

• {0} - Client Level 0*

• {1} - Client Level 1*

• {2} - Engagement Name (for engagement/project client levels only)

• {3} - Engagement Code (for engagement/project client levels only)

• {4} - Invoice from date

• {5} - Invoice through date

Invoice for Rocket Propelled Roller Skates for work from Oct 1, 2013 through Oct 31, 2013

Invoice for {0} for work from {4} through {5}

Invoice Email Subject Format

By default the Invoice distribution email uses the invoice name in the subject line. The default can be change to use the invoice number instead.

• {0} - Invoice Name*
  
  

• {1} - Invoice Number*

Invoice P001020

INV00031

{0}

{1}

Client

Client Name

PO