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This guide provides comprehensive and detailed information about setting up and configuring all aspects of Projects. You are in the right place if you are an administrator and you have a very specific question about setting up Projects.

Administering Projects

No extensive setup and configuration is required, but there are some basic tasks that must be completed before your organization can use the module.

You need to:

  1. Add users to Launchpad.
  2. Assign roles to users in Projects.

Additional setup and configuration is optional.


Customize settings

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, and configure reminder notifications.
Customize report colors and logos Customize the branding of generated reports. Customize report colors and logos
Customize project settings View or update settings associated with a specific project or settings that apply to all projects in the organization. Viewing or updating settings

Set up entity tagging

You can set up your organization's entity structure by categorizing your organization's entities into meaningful groups and managing the structure and relationship of entities so that you can report on issues from different cross-sections of the business.

For more information, see Setting up entity tagging.

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Wednesday, July 10, 2019