Projects app settings
Projects is an app in Diligent One.
No extensive setup and configuration for Projects is required, but you must assign roles and privileges to users in Projects before they can use the app. Additional setup and configuration is optional.
How it works
Professional Managers can update project and framework settings. Project Admins can update settings that apply to all projects in the Diligent One instance. Project Type Admins can update settings that apply to projects of the project type to which they are assigned.
Update project settings
Update settings associated with a project.
Note
- Interface terms are customizable, and fields and tabs are configurable. In your instance of Diligent One, some terms, fields, and tabs may be different.
- If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.
You cannot update project settings while one or more sections in the project are checked out (using Diligent One for iPad or Offline Projects). To update project settings, you must check in all sections into the project.
-
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.
- Open a project.
The project dashboard opens.
- Click the Settings project management tab.
The Settings subtab opens.
- Complete any of the following steps:
- Optional. If you selected one of the Internal Control Projects subtypes in the Project Type dropdown list, modify the following field, and click Save:
Field Description What is the maximum sample for testing? Enter the value to use as the maximum sample size.
The default value is 25. You can specify a number between 0 and 2147483647.
NoteSample size is set when a test plan is generated the first time, which occurs when you create a control. The sample size does not automatically update if you change the control.
For example, if you set the sample size to a different value manually, the sample size value does not override back to one of the defaults. For more information, see Executing procedures and testing controls.
Update framework settings
Update settings associated with a framework.
- Open the Frameworks app.
The Frameworks home page opens.
- Open a framework.
The framework dashboard opens.
- Click Settings.
The Framework Settings subtab opens.
- Complete any of the following steps:
Update settings that apply to all projects
Update settings that apply to all projects in the Diligent One instance.
-
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.
- Under System administration, click Settings.
- Optional. Update any of the following fields or areas:
Field / area Description Report Title specifies the title of all of the reports you generate in Projects
Delete archived projects after specifies the number of years that archived projects are retained within Projects and then automatically deleted from the system
Project deletion is based on the date the project was archived. For example, if a project was archived on January 3, 2018, and the retention period is set to three years, the archived project will be automatically deleted on January 3, 2021.
Note
To disable this feature, specify 0.
Allow anyone to update the status of actions - Enabled Anyone with access to actions can update the action status.
- Disabled Only licensed Diligent One users with access to actions (Professional Managers, Professional Users, Oversight Executives, and action creators) can update the action status. For everyone else, the action status field is read-only.
For more information about actions, see Recording actions.
Allow Contributor Tester to manage Walkthroughs - Enabled A Contributor Tester assigned as the Control Owner has read/write access to the controls, walkthroughs, and testing.
- Disabled Limits the Contributor Tester assigned to the control test to handle testing only. (All functions except the control test is read only.)
Go to user management allows you to manage user access to projects
For more information, see Assigning user roles in projects and frameworks.
Project Statuses specifies the project status labels to classify projects for workflow management and reporting purposes
For more information, see Configuring project statuses.
Chart Settings shows or hides the progress percentage bar from displaying beside each project on the Projects home page
Other optional settings you can configure
Task | Description | Information |
---|---|---|
Customize terms, fields, and notifications |
Create your own custom project types, customize terms associated with the default project types, add custom fields, display or hide fields and tabs, and configure reminder notifications. |
|
Customize report colors and logos |
Customize the branding of your report, including the report colors and logo. |
Customize report colors and logos |
Set up entity tagging |
Set up entity tagging to report on issues or results from different cross-sections of the business and allow stakeholders at all levels of the organization to obtain the information they require. |
Setting up entity tagging |
Configure project statuses |
Statuses identify the classification of projects based on shared qualities or characteristics. You can configure the names of the statuses to suit your organization's needs, and the statuses are used in all projects. |
Configuring project statuses |
Create tags for projects |
Create tags to classify and filter projects. |
Tagging projects |
Suspend user access to the Projects app | Suspend a user account if you want to temporarily restrict a user’s access to Projects, while maintaining the privileges and role assignments for the account. | Suspend user access to Projects |