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. Open the Projects app.

    The Projects homepage 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. Open the Projects app.

    The Projects homepage 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. Open the Projects app.

    The Projects homepage 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.

Field Field type(s) Default term Remarks
Name Text  

specifies the name of the project type

The name is displayed in the Project Type dropdown list when you create a new project or framework, or update project or framework settings.
Description Text   specifies details about the project type
Term for project Text Project

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 Numeric Budgeted Hours These fields display on the Settings page in a project and in the Scheduler.
Term for fieldwork start date Date Fieldwork Start Date
Term for Target Completion Date Date Target Completion
Term for Certification Text Certification specifies the term for "Certification" used in your organization
Term for Certifications Text Certifications specifies the term for "Certifications" used in your organization
Term for Planned Start Date Date Planned Start Date
  • Enabled the fields display on the Settings page in a project and in the Scheduler
  • Disabled the fields are hidden

Note

If enabled, planned start and end dates for a project can be defined when you edit project details in the Scheduler, but the dates are not included in the chart.

Caution

Changing the project type of a project permanently removes any data associated with these fields.
Term for Planned End Date Date Planned End Date
Term for Actual Start Date Date Actual Start Date
Term for Actual End Date Date Actual End Date
Term for Planned Milestone Date Date Planned Milestone Date
Term for Actual Milestone Date Date Actual Milestone Date
Enable creating new projects with this type Boolean  
  • Select Yes if you want the project type to show up in the Project Type dropdown list on the pages for creating new projects or frameworks and updating project or framework settings.
  • If you select No, the project type will not show up in the dropdown lists.
  • If there are existing projects or frameworks based on the project type, and you select No, the existing projects or frameworks will retain the project type.
Field Field type(s) Default term Remarks
Planning overview
Enable Planning Boolean  
  • Enabled the Planning tab displays in projects and the Reference tab displays in frameworks associated with the project type
  • Disabled the tab is hidden
Term for Planning Text Planning  
Term for Background Rich Text Background  
Term for Scope Rich Text Scope  
Term for Purpose Rich Text Purpose  
Term for Planning File Text Planning File  
Term for Planning Files Text Planning Files  
Custom Planning attributes
  • Short Answer (Text)
  • Dropdown
  • Multiple choice
  • Date
  • Paragraph (Rich Text)
  

specifies custom fields that display on the Planning or Reference page

Maximum 10

Select Required to mandate that the user enter a value.
Setting a default value is optional. To set a default value, select Set default value then enter the preset value. If there are default choices, enable the Make default switch.

Tip

You can define fields that apply to the overall project. For example:

  • specify the audit lead of each project
  • identify the type of project (audit work, advisory / consulting project, etc.)

Caution

Deleting a custom attribute permanently removes the field and all associated data from all relevant projects and frameworks.

Note

Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes.
Planning files
Term for Planned Start Date Date Planned Start Date
  • Enabled the fields display on the Planning Files > Details page in a project, on the Reference Files > Details page in a framework, and in the Scheduler
  • Disabled the fields are hidden

Caution

Changing the project type of a project or framework permanently removes any data associated with these fields.
Term for Planned End Date Date Planned End Date
Term for Actual Start Date Date Actual Start Date
Term for Actual End Date Date Actual End Date
Term for Planned Milestone Date Date Planned Milestone Date
Term for Actual Milestone Date Date Actual Milestone Date
Custom Planning Files attributes
  • Short Answer (Text)
  • Dropdown
  • Multiple choice
  • Date
  • Paragraph (Rich Text)
  

specifies custom fields that display on the Planning Files > Details page in a project and on the Reference Files > Details page in a framework associated with the project type

Maximum 10

Select Required to mandate that the user enter a value.
Setting a default value is optional. To set a default value, select Set default value then enter the preset value. If there are default choices, enable the Make default switch.

Caution

Deleting a custom attribute permanently removes the field and all associated data from all relevant projects and frameworks.

Note

Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes.
Sign-off configuration
Preparer Boolean Preparer

specifies the sign-off configuration that displays on the Planning Files > Details page in a project and on the Reference Files > Details page in a framework associated with the project type

The number of sign-off levels, as well as the term for each level of sign-off, can be customized.

  • Enabled this sign-off level displays on the Planning Files > Details page in a project, on the Reference Files > Details page in a framework.
  • Disabled this sign-off level does not appear
Detail Reviewer Boolean Detail Reviewer
General Reviewer Boolean General Reviewer
Supplemental Reviewer Boolean Supplemental Reviewer
Specialty Reviewer Boolean Specialty Reviewer
Field Field type(s) Default term Remarks
Term for fieldwork Text Fieldwork

specifies the label for the Fieldwork tab

Note

To customize the label for Fieldwork Reports, configure the Fieldwork Reports term under the Results tab on the Configure Project Type page.
Term for section Text Section  
Term for sections Text Sections  
Term for reference Text Reference  
Term for division/department Text Division/Department  
Term for owner Text Owner  
Term for executive owner Text Executive Owner  
Term for Planned Start Date Date Planned Start Date
  • Enabled the fields display on the Objective Details page and in the Scheduler
  • Disabled the fields are hidden

Caution

Changing the project type of a project or framework permanently removes any data associated with these fields.

 
Term for Planned End Date Date Planned End Date
Term for Actual Start Date Date Actual Start Date
Term for Actual End Date Date Actual End Date
Term for Planned Milestone Date Date Planned Milestone Date
Term for Actual Milestone Date Date Actual Milestone Date
Custom Attributes
  • Short Answer (Text)
  • Dropdown
  • Multiple choice
  • Date
  • Paragraph (Rich Text)
  

specifies custom fields that display on the Objective Details page

Maximum 10

Select Required to mandate that the user enter a value.
Setting a default value is optional. To set a default value, select Set default value then enter the preset value. If there are default choices, enable the Make default switch.

Caution

Deleting a custom attribute permanently removes the field and all associated data from all relevant projects and frameworks.

Note

Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes.
Field Field type(s) Default term Remarks
Enable Narrative Boolean  
  • Enabled
    • displays the Narrative tab in projects or frameworks associated with the project type
    • displays the Narrative phase within an objective under My work status in projects or frameworks associated with the project type
    • Narrative phase contributes to the project completion calculation
  • Disabled
    • the tab and phase are hidden
    • excludes the Narrative phase from the project completion calculation
    • narratives stop displaying in Reviews (both under Priorities on the Projects homepage, and on the Reviews tab), and in Task Tracker
Label for narratives tab Text Narratives  
Term for narrative Text Narrative

specifies the term for "narrative" used in your organization

For example, a narrative may be referred to as a process narrative, process description, or control guide.
Sign-off configuration
Preparer Required Preparer

specifies the sign-off configuration that displays on the Narratives tab in projects and frameworks associated with the project type

The number of sign-off levels, as well as the term for each level of sign-off, can be customized. At least one sign-off level is required for this tab.

  • Enabled this sign-off level displays on the Narratives tab in projects and frameworks associated with the project type
  • Disabled this sign-off level does not appear
Detail Reviewer Boolean Detail Reviewer
General Reviewer Boolean General Reviewer
Supplemental Reviewer Boolean Supplemental Reviewer
Specialty Reviewer Boolean Specialty Reviewer
Field Field type(s) Default term(s) Remarks
Risks
Term for risk control matrix Text Risk Control Matrix  
Abbreviation for risk control matrix Text RCM  
Term for risk Text Risk  
Term for risk ID Text Risk ID  
Risk Scoring Factors
Term for risk impact Text Impact

If assurance is enabled, all risk scoring factors are multiplied together to produce the inherent risk score.

For more information, see Assurance components.
Choices for risk impact Dropdown Low, Medium, High

You can add new choices and remove the default values.

Note

To configure an assessment driver for risk impact, you must add at least two choices. Assessment drivers cannot be configured for risk scoring factors that only have a single choice.

Note

You cannot specify a risk weight for Impact.
Terms for risk likelihood Text Likelihood

If assurance is enabled, all risk scoring factors are multiplied together to produce the inherent risk score.

For more information, see Assurance components.
Choices for risk likelihood Dropdown Low, Medium, High

You can add new choices and remove the default values.

Note

To configure an assessment driver for risk likelihood, you must add at least two choices. Assessment drivers cannot be configured for risk scoring factors that only have a single choice.

Note

You cannot specify a risk weight for Likelihood.
Add Risk Scoring Factor Text and Dropdown  

specifies custom fields to display on the Risk page

Maximum eight

If assurance is enabled, all risk scoring factors are multiplied together to produce the inherent risk score. Once the page is saved, the Risk Score Calculation box automatically updates to show how the inherent risk score will be calculated for the project type.

For more information, see Assurance components.

Note

To configure an assessment driver for a custom risk scoring factor, you must add at least two choices. Assessment drivers cannot be configured for risk scoring factors that only have a single choice.

Caution

Deleting a custom risk scoring factor permanently removes the field and all associated data from all relevant projects and frameworks.
Custom Risk attributes
  • Short Answer (Text)
  • Dropdown
  • Multiple choice
  • Date
  • Paragraph (Rich Text)
  

specifies custom fields to display on the Risk page

Maximum 10

Select Required to mandate that the user enter a value.
Setting a default value is optional. To set a default value, select Set default value then enter the preset value. If there are default choices, enable the Make default switch.

Caution

Deleting a custom attribute permanently removes the field and all associated data from all relevant projects and frameworks.

Note

Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes.
Controls
Show Controls tab Boolean  
  • Enabled the Controls tab displays in projects associated with the project type
  • Disabled the tab is hidden
Term for control Text Control

specifies the term for "control" used in your organization

For example, a control may be referred to as a procedure.
Term for controls Text Controls

specifies the term for "controls" used in your organization
Term for control ID Text Control ID  
Term for owner Text Owner  
Enable Prevent or Detect Boolean  
  • Enabled the field displays on the Control page
  • Disabled the field is hidden
Term for prevent or detect Text Prevent or Detect?  
Choices for prevent or detect Dropdown Prevent, Detect, N/A You can add new choices and remove the default values.
Enable Control Method Boolean  
  • Enabled the field displays on the Control page
  • Disabled the field is hidden
Term for control method Text Method  
Choices for control method Dropdown Authorization, Management Review, Reconciliation You can add new choices and remove the default values.
Enable Control Status Boolean  
  • Enabled the field displays on the Control page
  • Disabled the field is hidden
Term for control status Text Status  
Choices for control status Dropdown Key Control, Non Key Control, Obsolete You can add new choices and remove the default values.
Enable Frequency Boolean  
  • Enabled the field displays on the Control page
  • Disabled the field is hidden and sample size is defined at either the project or framework level

    For more information about sample size logic, see Executing procedures and testing controls
Term for control frequency Text Frequency

Choices for control frequencies Dropdown Continuous, Multiple Times Daily, Daily, Weekly, Bi-Weekly, Monthly, Quarterly, Semi-Annually, Annually, As Needed

You can add new choices and remove the default values.

Sample size is automatically set based on the logic of two control attribute fields: Frequency and Type.

For more information, see Executing procedures and testing controls
Enable Type Boolean  
  • Enabled the field displays on the Control page
  • Disabled the field is hidden and sample size is defined at either the project or framework level

    For more information about sample size logic, see Executing procedures and testing controls
Term for control type Text Type  
Choices for control types Dropdown Manual Control, Application/System Control, IT Dependent Manual Control, IT General Control

You can add new choices and remove the default values.

Sample size is automatically set based on the logic of two control attribute fields: Frequency and Type.

For more information, see Executing procedures and testing controls
Custom Control attributes
  • Short Answer (Text)
  • Dropdown
  • Multiple choice
  • Date
  • Paragraph (Rich Text)
  

specifies custom fields to display on the Control page

Maximum 10

Select Required to mandate that the user enter a value.
Setting a default value is optional. To set a default value, select Set default value then enter the preset value. If there are default choices, enable the Make default switch.

Caution

Deleting a custom attribute permanently removes the field and all associated data from all relevant projects and frameworks.

Note

Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes.
Sign-off configuration
Preparer Required Preparer

specifies the sign-off configuration that displays on the RCM tab in projects and frameworks associated with the project type

The number of sign-off levels, as well as the term for each level of sign-off, can be customized. At least one sign-off level is required for this tab.

  • Enabled this sign-off level displays on the RCM tab in projects and frameworks associated with the project type
  • Disabled this sign-off level does not appear
Detail Reviewer Boolean Detail Reviewer
General Reviewer Boolean General Reviewer
Supplemental Reviewer Boolean Supplemental Reviewer
Specialty Reviewer Boolean Specialty Reviewer
Control tagging
Include assertions? Boolean   If you require more granular reporting on how controls impact financial statements, select Yes to enable tagging controls with either 5 relevant assertions or 13 relevant assertions.
Include COSO principles? Boolean   Select Yes to enable tagging controls with the 17 COSO principles to comply with the 2013 updates to the COSO framework. 
Field Field type(s) Default term Remarks
Enable Walkthrough Boolean  
  • Enabled
    • displays the Walkthrough tab in projects associated with the project type
    • displays the Walkthrough tab in Mission Control
    • displays the Walkthrough phase within an objective under My work status in projects associated with the project type
    • Walkthrough phase contributes to the project completion calculation
  • Disabled
    • the tab and phase are hidden from Projects and Mission Control
    • excludes the Walkthrough phase from the project completion calculation
    • walkthroughs stop displaying in Reviews (both under Priorities on the Projects homepage, and on the Reviews tab), and in Task Tracker
Label for walkthrough tab Text Walkthroughs  
Term for walkthrough Text Walkthrough

specifies the term for "walkthrough" used in your organization

For example, a walkthrough may be referred to as a test of design, procedure result, an outcome, or an audit step result.
Term for walkthrough results Rich Text Walkthrough Results  
Term for is the Control design appropriately Text Is the control designed appropriately?  
Choices for is the Control designed appropriately Dropdown Designed Appropriately, Design Failure  
Term for Planned Milestone Date Date Planned Milestone Date
  • Enabled the fields display on the Walkthrough page and in the Scheduler
  • Disabled the fields are hidden

Caution

Changing the project type of a project permanently removes any data associated with these fields.
Term for Actual Milestone Date Date Actual Milestone Date
Custom Attributes
  • Short Answer (Text)
  • Dropdown
  • Multiple choice
  • Date
  • Paragraph (Rich Text)
  

specifies custom fields to display on the Walkthrough page

Maximum 10

Select Required to mandate that the user enter a value.
Setting a default value is optional. To set a default value, select Set default value then enter the preset value. If there are default choices, enable the Make default switch.

Caution

Deleting a custom attribute permanently removes the field and all associated data from all relevant projects.

Note

Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes.
Sign-off configuration — Walkthroughs
Preparer Required Preparer

specifies the sign-off configuration that displays on the Walkthroughs summary tab in projects associated with the project type

The number of sign-off levels, as well as the term for each level of sign-off, can be customized. At least one sign-off level is required for this tab.

  • Enabled this sign-off level displays on the Walkthroughs summary tab in projects associated with the project type
  • Disabled this sign-off level does not appear
Detail Reviewer Boolean Detail Reviewer
General Reviewer Boolean General Reviewer
Supplemental Reviewer Boolean Supplemental Reviewer
Specialty Reviewer Boolean Specialty Reviewer
Sign-off configuration — Walkthrough Results
Preparer Boolean Preparer

specifies the sign-off configuration that displays on individual Walkthrough pages in projects associated with the project type

The number of sign-off levels, as well as the term for each level of sign-off, can be customized.

  • Enabled this sign-off level displays on individual Walkthrough pages in projects associated with the project type
  • Disabled this sign-off level does not appear
Detail Reviewer Boolean Detail Reviewer
General Reviewer Boolean General Reviewer
Supplemental Reviewer Boolean Supplemental Reviewer
Specialty Reviewer Boolean Specialty Reviewer
Field Field type(s) Default term Remarks
Enable Test Plan Boolean  
  • Enabled
    • displays the Test Plan tab in projects and frameworks associated with the project type
    • displays the Test Plan section in Mission Control
    • displays the Test Plan phase within an objective under My work status in projects and frameworks associated with the project type
    • Test Plan phase contributes to the project completion calculation
  • Disabled
    • the tab and phase are hidden from Projects and Mission Control
    • excludes the Test Plan phase from the project completion calculation
    • test plans stop displaying in Reviews (both under Priorities on the Projects homepage, and on the Reviews tab), and in Task Tracker
Term for Test Plan Text Test Plan  
Enable Testing Method Boolean  
  • Enabled the field displays on the Test Plan page
  • Disabled the field is hidden
Term for Testing Method Text

Testing Method

 
Choices for project testing methods Dropdown Inspection, Observation, Inquiry, Reperformance

You can add new choices and remove the default values.
Enable Total Sample Size Boolean  
  • Enabled the field displays on the Test Plan page
  • Disabled the field is hidden
Term for Total Sample Size Text Total Sample Size

You can add new choices and remove the default values.
Term for Test Steps/Test Attributes Rich Text Test Steps/Test Attributes

The field displays on the Test Plan page.
Custom Test Plan attributes
  • Short Answer (Text)
  • Dropdown
  • Multiple choice
  • Date
  • Paragraph (Rich Text)
  

specifies custom fields to display on the Test Plan page

Maximum 10

Select Required to mandate that the user enter a value.
Setting a default value is optional. To set a default value, select Set default value then enter the preset value. If there are default choices, enable the Make default switch.

Caution

Deleting a custom attribute permanently removes the field and all associated data from all relevant projects and frameworks.

Note

Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes.
Sign-off configuration — Test Plan
Preparer Required Preparer

specifies the sign-off configuration that displays on the Test Plan summary tab in projects and frameworks associated with the project type

The number of sign-off levels, as well as the term for each level of sign-off, can be customized. At least one sign-off level is required for this tab.

  • Enabled this sign-off level displays on the Test Plan summary tab in projects and frameworks associated with the project type
  • Disabled this sign-off level does not appear
Detail Reviewer Boolean Detail Reviewer
General Reviewer Boolean General Reviewer
Supplemental Reviewer Boolean Supplemental Reviewer
Specialty Reviewer Boolean Specialty Reviewer
Sign-off configuration — Test Plan detail
Preparer Boolean Preparer

specifies the sign-off configuration that displays on individual Test Plan pages in projects and frameworks associated with the project type

The number of sign-off levels, as well as the term for each level of sign-off, can be customized.

  • Enabled this sign-off level displays on individual Test Plan pages in projects and frameworks associated with the project type
  • Disabled this sign-off level does not appear
Detail Reviewer Boolean Detail Reviewer
General Reviewer Boolean General Reviewer
Supplemental Reviewer Boolean Supplemental Reviewer
Specialty Reviewer Boolean Specialty Reviewer
Field Field type(s) Default term(s) Remarks
One testing round Text Testing

The labels that display in the project correspond to the number of testing rounds you have specified for the project.

For more information, see Projects app settings.
Two testing rounds Text Interim, Final
Four testing rounds Text Q1, Q2, Q3, Q4
Term for testing results Rich Text Testing Results  
Term for did this control operate effectively Text

Did this control operate effectively?

  

Choices for control ratings

(To maintain backwards compatibility, and ensure that Assurance and other calculations work, each configured rating must be mapped to either a Pass or a Fail.)

 Boolean Pass or Fail

You can edit the term for each level of control rating.

Two control ratings, one for Pass and one for Fail, cannot be deleted or have the rating changed.

Select Add+ to add a term. Up to 10 terms may be created.

Cautions

Deleting a control causes the affected ratings to fall back to the default pass or default fail depending on the Pass/Fail setting for that control rating.

Changing a control from Pass to Fail or vice versa will not affect records prior to the date of the change.
Term for Planned Milestone Date Date Planned Milestone Date
  • Enabled the fields display on the Test Details page and in the Scheduler
  • Disabled the fields are hidden

Caution

Changing the project type of a project permanently removes any data associated with these fields.
Term for Actual Milestone Date Date Actual Milestone Date  
Custom Attributes
  • Short Answer (Text)
  • Dropdown
  • Multiple choice
  • Date
  • Paragraph (Rich Text)
  

specifies custom fields to display on the Test Details page

Maximum 10

Select Required to mandate that the user enter a value.
Setting a default value is optional. To set a default value, select Set default value then enter the preset value. If there are default choices, enable the Make default switch.

Caution

Deleting a custom attribute permanently removes the field and all associated data from all relevant projects.

Note

Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes.
Sign-off configuration — Testing Round
Preparer Required Preparer

specifies the sign-off configuration that displays on the Testing summary tab in projects associated with the project type

The number of sign-off levels, as well as the term for each level of sign-off, can be customized. At least one sign-off level is required for this tab.

  • Enabled this sign-off level displays on the Testing summary tab in projects associated with the project type
  • Disabled this sign-off level does not appear
Detail Reviewer Boolean Detail Reviewer
General Reviewer Boolean General Reviewer
Supplemental Reviewer Boolean Supplemental Reviewer
Specialty Reviewer Boolean Specialty Reviewer
Sign-off configuration — Testing Round detail
Preparer Boolean Preparer

specifies the sign-off configuration that displays on individual Test pages in projects associated with the project type

The number of sign-off levels, as well as the term for each level of sign-off, can be customized.

  • Enabled this sign-off level displays on individual Test pages in projects associated with the project type
  • Disabled this sign-off level does not appear
Detail Reviewer Boolean Detail Reviewer
General Reviewer Boolean General Reviewer
Supplemental Reviewer Boolean Supplemental Reviewer
Specialty Reviewer Boolean Specialty Reviewer
Field Field type(s) Default term(s) Remarks
Term for Results Tab Text Results  
Term for Conclusion/Rating Text Conclusion/Rating  
Term for Management Response Rich Text Management Response  
Term for Results File Text Results file  
Term for Results Files Text Results files  
Term for Fieldwork Reports Text Fieldwork Reports  
Term for Supporting Workpapers Text Supporting Workpapers  
Opinion Options Dropdown Excellent, Good, Satisfactory, Needs Improvement, Unsatisfactory

defines the values displayed in the Conclusion / Rating dropdown list in the Results tab on the Project Results page

You can add new options and remove the default values.

Results Files
Term for Planned Start Date Date Planned Start Date
  • Enabled the fields display on the Results Files > Details page and in the Scheduler
  • Disabled the fields are hidden

Caution

Changing the project type of a project permanently removes any data associated with these fields.
Term for Planned End Date Date Planned End Date
Term for Actual Start Date Date Actual Start Date
Term for Actual End Date Date Actual End Date
Term for Planned Milestone Date Date Planned Milestone Date
Term for Actual Milestone Date Date Actual Milestone Date
Custom Attributes
  • Short Answer (Text)
  • Dropdown
  • Multiple choice
  • Date
  • Paragraph (Rich Text)
  

specifies custom fields to display on the Result Files > Details page

Maximum 10

Select Required to mandate that the user enter a value.
Setting a default value is optional. To set a default value, select Set default value then enter the preset value. If there are default choices, enable the Make default switch.

Caution

Deleting a custom attribute permanently removes the field and all associated data from all relevant projects.

Note

Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes.
Sign-off configuration
Preparer Boolean Preparer

specifies the sign-off configuration that displays on the Result Files > Details page in projects associated with the project type

The number of sign-off levels, as well as the term for each level of sign-off, can be customized.

  • Enabled this sign-off level displays on the Result Files > Details page in projects associated with the project type
  • Disabled this sign-off level does not appear
Detail Reviewer Boolean Detail Reviewer
General Reviewer Boolean General Reviewer
Supplemental Reviewer Boolean Supplemental Reviewer
Specialty Reviewer Boolean Specialty Reviewer
Field Field type(s) Default term(s) Remarks
Issue details
Label for issues tab Text Issues

specifies the label for the Issues tab in projects associated with the project type
Term for issue Text Issue

specifies the term for "issue" used in your organization

For example, an issue may be referred to as an observation or a recommendation.
Term for title / headline Text Title/Headline  
Term for issue description Rich Text Description  
Term for owner Text Owner  
Enable Recommendation Boolean  
  • Enabled displays the field on the Issue Details page
  • Disabled hides the field
Term for recommendation Rich Text Recommendation  
Term for issue type Text Issue Type

 
Issue Types Dropdown Deficiency, Significant Deficiency, Material Weakness, Management Recommendation You can add new values and remove the default values.
Enable Severity Boolean  
  • Enabled displays the field on the Issue Details page
  • Disabled hides the field
Term for issue severity Text Severity You can add new values and remove the default values.
Severity Values Dropdown

High, Medium, Low

  
Scope and escalation
Enable Issue ID Boolean  
  • Enabled displays the field on the Issue Details page
  • Disabled hides the field
Term for issue ID Text Issue ID

 
Enable Risk/Impact Boolean  
  • Enabled displays the field on the Issue Details page
  • Disabled hides the field
Term for issue risk/impact Rich Text Risk/Impact

 
Term for date identified Date Date Identified  
Enable Scope Boolean  
  • Enabled displays the field on the Issue Details page
  • Disabled hides the field
Term for issue scope Text Scope  
Scopes Dropdown Local, Global You can add new values and remove the default values.
Enable Escalation Level Boolean  
  • Enabled displays the field on the Issue Details page
  • Disabled hides the field
Term for escalation level Text Escalation Level

Escalation Levels Dropdown Owner, Executive, Board You can add new values and remove the default values.
Enable Cause Boolean  
  • Enabled displays the field on the Issue Details page
  • Disabled hides the field
Term for issue cause Rich Text Cause  
Enable Effect Boolean  
  • Enabled displays the field on the Issue Details page
  • Disabled hides the field
Term for issue effect Rich Text Effect  
Enable Cost Impact Boolean  
  • Enabled displays the field on the Issue Details page
  • Disabled hides the field
Term for issue cost impact Numeric Cost Impact  
Enable Executive Summary Boolean  
  • Enabled displays the field on the Issue Details page
  • Disabled hides the field
Term for executive summary Rich Text Executive Summary  
Enable Executive Owner Boolean  
  • Enabled displays the field on the Issue Details page
  • Disabled hides the field
Term for executive owner Text Executive Owner  
Enable Project Owner Boolean  
  • Enabled displays the field on the Issue Details page
  • Disabled hides the field
Term for project owner Text Project Owner  
Actions
Term for action status Text Status  
Choices for action status Dropdown Opened, Awaiting Management Response, Management Remediating, Remediated - Awaiting Verification, Audit Verifying, Re-Opened, Completed You can add new values and remove the default values.
Term for action priority Text Priority  
Choices for action priority Dropdown
  • Low, Medium, High
    		•  You can add new values and remove the default values.
    Term for remediation deadline Date Remediation Deadline  
    Term for actual remediation date Date Actual Remediation Date  
    Remediation Statuses Dropdown Opened, Awaiting Management Response, Management Remediating, Remediated - Awaiting Verification, Audit Verifying, Re-Opened, Closed

    You can add new values and remove the default values.

    Term for retest deadline date Date Retest Deadline Date  
    Term for actual retest date Date Actual Retest Date  
    Follow-up and remediation
    Term for overall status Text Overall Status  
    Term for remediation plan Rich Text Remediation Plan  
    Custom attributes
    Custom Issue attributes
    • Short Answer (Text)
    • Dropdown
    • Multiple choice
    • Date
    • Paragraph (Rich Text)
    		  

    specifies custom fields to display on the Issue Details page

    Maximum 10

    Select Required to mandate that the user enter a value.
    Setting a default value is optional. To set a default value, select Set default value then enter the preset value. If there are default choices, enable the Make default switch.

    Caution

    Deleting a custom attribute permanently removes the field and all associated data from all relevant projects.

    Note

    Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes.
    Custom action attributes
    • Short Answer (Text)
    • Dropdown
    • Multiple choice
    • Date
    • Paragraph (Rich Text)
    		  

    specifies custom fields to display in the Action form

    Maximum 10

    Select Required to mandate that the user enter a value.
    Setting a default value is optional. To set a default value, select Set default value then enter the preset value. If there are default choices, enable the Make default switch.

    Caution

    Deleting a custom attribute permanently removes the field and all associated data from all relevant projects.

    Note

    Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes.
    Sign-off configuration — Issues
    Preparer Boolean Preparer

    specifies the sign-off configuration that displays on the Issue Information tab in projects associated with the project type

    The number of sign-off levels, as well as the term for each level of sign-off, can be customized.

    • Enabled this sign-off level displays on the Issue Information tab in projects associated with the project type
    • Disabled this sign-off level does not appear
    Detail Reviewer Boolean Detail Reviewer
    General Reviewer Boolean General Reviewer
    Supplemental Reviewer Boolean Supplemental Reviewer
    Specialty Reviewer Boolean Specialty Reviewer
    Sign-off configuration — Follow-up & Remediation
    Preparer Boolean Preparer

    specifies the sign-off configuration that displays on the Follow-up & Remediation tab in projects associated with the project type

    The number of sign-off levels, as well as the term for each level of sign-off, can be customized.

    • Enabled this sign-off level displays on the Follow-up & Remediation tab in projects associated with the project type
    • Disabled this sign-off level does not appear
    Detail Reviewer Boolean Detail Reviewer
    General Reviewer Boolean General Reviewer
    Supplemental Reviewer Boolean Supplemental Reviewer
    Specialty Reviewer Boolean Specialty Reviewer
    Sign-off configuration — Retest Information
    Preparer Boolean Preparer

    specifies the sign-off configuration that displays on the Retest Information tab in projects associated with the project type

    The number of sign-off levels, as well as the term for each level of sign-off, can be customized.

    • Enabled this sign-off level displays on the Retest Information tab in projects associated with the project type
    • Disabled this sign-off level does not appear
    Detail Reviewer Boolean Detail Reviewer
    General Reviewer Boolean General Reviewer
    Supplemental Reviewer Boolean Supplemental Reviewer
    Specialty Reviewer Boolean Specialty Reviewer
    Field Field type Default Remarks
    Send recurring reminders Boolean Weekly

    Select Daily, Weekly, or Monthly from the dropdown list to indicate the frequency that reminder emails will be sent for outstanding items (open or overdue actions / requests).

    Reminder emails start sending at 00:00 UTC. Weekly reminders send on Mondays, and monthly reminders send on the first day of the month.

    Reminder emails about actions and requests send prior to and after the due date until the items are closed, deleted or assigned to another person. If the person assigned to the item is removed from the project, or the project is archived, reminder emails also stop sending.
    Send reminders prior to due date Boolean  

    Select this option to set a custom schedule for reminder notifications based on "x" number of days before the due date of the action/request. You can specify up to five custom notification frequencies.

    If the due date of an action / request has passed, or if no due date is set, reminder emails are sent on the default frequency (Weekly) or specified recurring reminder frequency (Daily or Monthly).

    Note

    If you enable only regularly recurring reminder emails without additional scheduled reminders "x" days prior to the due date, Diligent One sends the regularly recurring reminders both before and after the due date.

    However, if you enable both notification types, Diligent One sends only the reminders on the custom schedule before the due date, and sends only the additional regularly recurring reminders after the due date has passed.

    Field Field type Default Remarks
    Statuses
    Open Text Open

    Notifications must be enabled for the initial request status.
    Custom status term Text  

    Select + Add to add additional request statuses.

    Reminder notifications will be sent while the request is in any status with notifications set to Enabled.

    Reminder notifications will not be sent while the request is in any status with notifications set to Disabled.
    Received Text Received

    Notifications must be disabled for the final request status.

    Assign a Risk Owner

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

    1. Open the Projects app.

      The Projects homepage 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. Open the Projects app.

      The Projects homepage 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. Open the Projects app.

      The Projects homepage 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.