Question

Complete Answer Must Compile in Visual Code in template Form Code, Must Reflect in UI.

1.            Add a new text box - Mavenlink Project Name

2.            Once we enter project name and project code , on tab change Mavenlink Project Name should be set as

Project Code - Project Name

Example :

Project Code =   T1002

Project Name =   TEST123

So in this case Mavenlink Project Name will be T1002 - TEST123

Answer 1

Isabel Campanelli

Last Updated September 01, 2020 04:25

Project Settings sections:

• General
• Privacy
• Organizations (if enabled)
• Financials
• Approvals
• Groups

Overview

You can manage a project's settings by selecting Settings from the Actions (“   ”) drop-down menu located to the right of the project name.

Project Settings

The Project Settings page is thoughtfully grouped into categories that make it easy to find the specific project details you're looking for; some sections (e.g. Approvals) may only appear under certain conditions.

General

The General section is where you can input your project name, client and provider names, start and due dates, as well as a project description. You can also change the project color, choose to include archived projects in the project percentage complete, and include non-billable time on this project's invoices.

How to Change Project Dates

Adjusting a project's Start and End Date is a typically straightforward process. However, there may be some instances where the End Date is grayed out in the Project Settings.

When this happens, it means that changes to the schedule must be approved by a client with Project Financials permissions (or higher). If there are no clients with the appropriate permissions, a Project Administrator on the Provider-side of the project can approve schedule changes.

You can propose new dates for client approval in the Schedule tab of the Project Admin box found on the right-hand side of a project's Activity feed. This way, there's a record of who requested the change and the client who approved it................

Isabel Campanelli

Last Updated September 01, 2020 04:25

Project Settings sections:

• General
• Privacy
• Organizations (if enabled)
• Financials
• Approvals
• Groups

Overview

You can manage a project's settings by selecting Settings from the Actions (“   ”) drop-down menu located to the right of the project name.

Project Settings

The Project Settings page is thoughtfully grouped into categories that make it easy to find the specific project details you're looking for; some sections (e.g. Approvals) may only appear under certain conditions.

General

The General section is where you can input your project name, client and provider names, start and due dates, as well as a project description. You can also change the project color, choose to include archived projects in the project percentage complete, and include non-billable time on this project's invoices.

How to Change Project Dates

Adjusting a project's Start and End Date is a typically straightforward process. However, there may be some instances where the End Date is grayed out in the Project Settings.

When this happens, it means that changes to the schedule must be approved by a client with Project Financials permissions (or higher). If there are no clients with the appropriate permissions, a Project Administrator on the Provider-side of the project can approve schedule changes.

You can propose new dates for client approval in the Schedule tab of the Project Admin box found on the right-hand side of a project's Activity feed. This way, there's a record of who requested the change and the client who approved it.

Note: You must have a Client or a Project Administrator on the Provider-side of the project for this functionality to work.

Project Color

Use the Project Color drop-down menu to change the color of the current project. This section only appears if Project Colors are enabled in General Settings.................

• Include archived tasks in percentage complete—This setting determines whether archived tasks are included in the overall project completion percentage shown as % Done in the Project List page and Global Gantt chart.
  
• Include non-billable time on invoices—This setting determines whether invoices for the current project can include non-billable time entries. Note that the default state for this setting is configured in Mavenlink's Invoice Settings. This setting can be turned off or on at any time, but will only affect current or future invoices; previously-generated invoices remain unchanged.
  
  If the setting is turned on when you create or edit an invoice, you can select both billable and non-billable time entries. If the setting is turned off when you create or edit an invoice, non-billable time entries will not appear in the Time Entries table on the Invoices page.
  
  Note: This setting similarly affects invoicing with the QuickBooks integration.

Privacy

The Privacy section allows you to determine who can access the project, as well as set a default post setting. You can make a project open to all Account Members, open to Account Administrators Only, or Private (meaning you must be invited to the project to join). With the communication setting, you can set whether posts are private or public by default. Public posts are accessible by everyone in the project, including people on the client team.

Financials

Members with Project Lead account permissions (or higher) can enable a project's budget by selecting Enable financial features in the Financials section. This allows you to set the project’s budget, currency type, and include expenses in your project’s burn rate.

You’ll also find some useful presets in the Financials section, such as defaulting your tasks to be Time & Materials or Fixed Fee, as well as defaulting a task to be billable or non-billable. The billable/non-billable default is particularly useful if you’re tracking an internal project where you still want to keep track of your employee’s costs.

If Rate Cards are enabled, you can select the appropriate Rate Card for the Project. By default, the Account Rate Card is automatically applied.

We've also incorporated bright green/gray switches to indicate which time, expense, and change order approval settings you have enabled.