Setup Heading
This heading is reached by choosing View | Administration and pressing the Setup heading button. It includes buttons that open the following admin forms:
- Modules Editor — enable or disable major functional areas of the Projector software. You may also view your Projector invoice and billing history.
- System Settings Editor — configure core installation settings
- Account Settings Editor — configure high level installation settings
- User Defined Fields Editor — add custom attributes to entities in Projector
- Currencies and FX Rates Editor — define the currencies used to invoice clients, track expenses, and manage accounting transactions
- Budget Alerts Editor — define when projects are considered over budget and give a visual indicator or send an email
- Skills Editor — manage what skills your resources have for scheduling purposes
- Stage Editor — model your engagement and project lifecycles through control of permissions, notifications, permissible edits
- Scheduled Hours Color Map Editor — color code scheduled hours according to their engagement type or stage
- Permission Sets Editor — control who can access Project Workspaces
- Projector Web Editor
- External Connectors Editor — manage connections to JIRA and Zendesk