Customizing terms, fields, and notifications

You can perform the following:

  • Create your own custom project types
  • Customize terms associated with the default project types
  • Add custom fields which can be identified as mandatory and, optionally, include a default value
  • Display or hide fields and tabs
  • Configure reminder notifications
Note

Displaying or hiding fields in the Projects app has no impact in the Reports app. Since Views are pre-defined in Reports, all fields are automatically available, regardless of whether they are enabled or disabled.

Permissions

Project Admins and Project Type Admins can create and delete custom project types and customize terms associated with the default project types. Project Type Admins may only perform these functions for project types to which they are assigned.

Create a project type

Create a project type to support a customized project or framework structure and workflow.

Note

Rich text fields cannot exceed 524,288 characters.

  1. From the Launchpad home page (www.highbond.com), select the Projects app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

    The Projects home page opens.

  2. Under System administration, click Manage project types.
  3. Click Create new project type at the bottom of the page.
  4. Select Create new project type then select Create.
  5. Enter the following information and click Save:
    FieldRemarks
    Name

    specifies the name of the project type

    This name is displayed in the Project Type dropdown list when you create a new project or framework, or update project or framework settings.

    Description

    optional

    specifies details about the project type

    Term for project

    optional

    specifies the term for "project" used in your organization

    For example, a project may be referred to as an audit, an engagement, a program, or an initiative.

    Term for Budgeted Hours

    optional

    specifies the term for "Budgeted Hours" used in your organization

    Term for fieldwork start date

    optional

    specifies the term for "Fieldwork Start Date" used in your organization

    Term for Target Completion Date

    optional

    specifies the term for "Target Completion Date" used in your organization

    Term for Certification specifies the term for "Certification" used in your organization
    Term for Certifications specifies the term for "Certifications" used in your organization

    Term for Planned Start Date

    optional

    specifies the term for "Planned Start Date" and "Planned End Date" used in your organization

    • Enabled the fields display on the Settings page in a project, and in the Scheduler
    • Disabled the fields are hidden

    Term for Planned End Date

    optional

    Term for Actual Start Date

    optional

    specifies the term for "Actual Start Date" and "Actual End Date" used in your organization

    • Enabled the fields display on the Settings page in a project, and in the Scheduler
    • Disabled the fields are hidden

    Term for Actual End Date

    optional

    Term for Planned Milestone Date

    optional

    specifies the term for "Planned Milestone Date" and "Actual Milestone Date" used in your organization

    • Enabled the fields display on the Settings page in a project, and in the Scheduler
    • Disabled the fields are hidden

    Term for Actual Milestone Date

    optional

    Workflow

    specifies the workflow as either Internal Control or Workplan

    Workflows apply to projects and frameworks. For more information, see Workflows and project types.

    Enable creating new projects with this type?

    Specifies if users with the appropriate permissions can create new projects and frameworks using this project type (Yes) or if they cannot (No).

    Tip

    Typically, you specify Yes when you have finalized your project type settings and you are ready for others to use the project type. If you want the project type to remain in draft mode, and prevent others from using it, specify No.

Copy a project type

  1. From the Launchpad home page (www.highbond.com), select the Projects app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

    The Projects home page opens.

  2. Under System administration, click Manage project types.
  3. Click Copy from existing project type at the bottom of the page.
  4. Select the existing project type you want to copy.
  5. Click Create.

Customize terms, fields, or notifications

Customize the terminology associated with the default project types, add custom fields, display or hide fields and tabs, and configure reminder notifications.

Caution

Updating the configuration of current project types impacts all active projects, archived projects, and frameworks.

  1. From the Launchpad home page (www.highbond.com), select the Projects app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

    The Projects home page opens.

  1. Under System administration, click Manage project types.
  2. Navigate to the appropriate project type and click Edit.

    The Configure Project Type page opens.

  3. Select the appropriate tab, configure settings, and click Save.

    Result The changes to the project type are saved.

Customization options

Caution

If you disable sign-off configuration settings in Project's project type settings, the control items (Walkthrough, Test plan, Testing) will not appear in the Assessments app.

  • Walkthrough tab > Sign-off configuration > Walkthrough Results
  • Test Plan tab > Sign-off configuration > Test Plan detail
  • Testing > Sign-off configuration > Testing Round detail

Do not disable this sign-off level if you will use the Assessments app.

Note

Enabling and disabling fields/tabs only impacts whether the field/tab displays in the user interface. Any data that you enter and save is always retained. Reports display all entered data, regardless of whether the field / tab is enabled or disabled.

Assign a Risk Owner

You can assign a risk owner in projects. The risk owner can edit all risks in the Projects app.

  1. From the Launchpad home page (www.highbond.com), select the Projects app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

    The Projects home page opens.

  2. Under System administration, click Manage project types.
  3. In the Projects name field, click the project you want to assign a Risk owner.

  4. Select Fieldwork.

  5. Under the Audit area list, select Go to overview.

  6. Select Project plan.

  7. Select the risk.

  8. In the Attributes section, in the Owner field select the Risk owner.

  9. Select the checkmark to confirm.

    Contributor type and descriptions

    You can disable a project type to stop using it in future projects, All risk owners can edit an assigned risk.

    Contributor Type Description
    Contributor User

    Access to assigned risks, narratives, requests, issues.

    Contributor Tester

    Access to assigned risks, narratives, walkthroughs, tests, requests, and issues.

    Contributor Manager

    Access to all requests and issues.

Disable a project type

You can disable a project type to stop using it in future projects, but to leave active, archived, and temporarily deleted projects associated with it intact.

Note

If you rollforward a project that is associated with a disabled project type, the new project still uses the disabled project type. You can edit the new project to associate it with an active project type instead.

  1. From the Launchpad home page (www.highbond.com), select the Projects app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

    The Projects home page opens.

  2. Under System administration, click Manage project types.
  3. Click Edit next to the project type you would like to disable.
  4. Under Enable creating new projects with this type?, select No.
  5. Click Save.

    Result The project type is disabled. Projects that are associated with the project type are not affected.

Delete a project type

Delete a project type to permanently remove it.

Note

You cannot delete project types that are associated with active projects, archived projects, temporarily deleted projects, or frameworks.

  1. From the Launchpad home page (www.highbond.com), select the Projects app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

    The Projects home page opens.

  2. Under System administration, click Manage project types.
  3. Click Edit next to the project type you would like to delete.
  4. Click Delete Project Type.
  5. Click OK.

    Result The project type and all associated work is permanently removed.