Projects Settings
How to use Projects Settings in Projects & Tasks: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create a project, define tasks and responsibilities, and set dates and dependencies. Record progress, time and linked commercial activity. Review the project filters when comparing delivery status and financial results.
This page is a settings page in Project Management → Projects & Tasks. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Projects Settings from Project Management → Projects & Tasks, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Ignore Workstation Time Overlapignore_workstation_time_overlap | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Ignore User Time Overlapignore_user_time_overlap | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Ignore Employee Time Overlapignore_employee_time_overlap | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Fetch Timesheet in Sales Invoicefetch_timesheet_in_sales_invoice | Check Optional | Enabling the check box will fetch timesheet on select of a Project in Sales Invoice |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.