Projects Settings
Overview
Projects Settings – Business Overview
Projects Settings is a central configuration document in Dafater that defines how project-related activities are managed across the organization. It acts as the foundation for consistent project execution, ensuring that teams follow the same rules, structures, and expectations when planning, tracking, and delivering projects.
What Projects Settings Is Used For
Projects Settings is used to establish the overall business rules for managing projects in Dafater. It helps organizations standardize how projects are created, monitored, and controlled by defining key preferences that apply to all projects.
From a business perspective, this ensures:
- Consistency in how projects are handled across departments
- Better visibility and control over project progress
- Alignment between project delivery, costs, and organizational goals
Prerequisites or Setup Requirements
Before using Projects Settings effectively, the business should ensure:
- Basic project management practices are defined (such as how projects are approved, tracked, and closed)
- Roles and responsibilities for project owners, managers, or teams are clear
- The organization understands how projects relate to customers, internal initiatives, or revenue goals
Projects Settings is usually configured once during initial setup and reviewed periodically as the business evolves.
Typical Workflow and Business Fit
Initial Configuration
Management or operations teams define project-related rules in Projects Settings.Project Creation
When new projects are created, they automatically follow the guidelines defined in Projects Settings.Ongoing Project Execution
Teams work on projects with consistent expectations around tracking, reporting, and control.Monitoring and Review
Leadership can review project performance knowing that all projects follow the same structure.
Projects Settings fits into the broader business process by acting as the backbone for all project planning and execution activities.
Key Business Scenarios Where It Is Essential
- Growing organizations that want consistent project governance across multiple teams
- Service-based businesses managing multiple client projects simultaneously
- Internal transformation initiatives where visibility and accountability are critical
- Management teams that require standardized reporting and oversight of projects
Without Projects Settings, project handling can become inconsistent, leading to confusion, delays, or poor cost control.
Important Considerations for Users
- Changes to Projects Settings affect all current and future projects, so updates should be made carefully
- Settings should align with real-world business practices, not just ideal scenarios
- It is best reviewed periodically as project complexity, team size, or business strategy changes
- Only authorized users should adjust Projects Settings to avoid disruption
In Summary
Projects Settings is a strategic control document in Dafater that defines how projects are managed across the organization. By setting clear, consistent rules at the start, businesses can improve project visibility, accountability, and overall delivery success.
Basic Information
- Module: Projects
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| ignoreworkstationtime_overlap | Ignore Workstation Time Overlap | Check | - | Allow overlapping time entries for the same workstation in Dafater. | |
| ignoreusertime_overlap | Ignore User Time Overlap | Check | - | Allow users to log overlapping time entries in Dafater. | |
| ignoreemployeetime_overlap | Ignore Employee Time Overlap | Check | - | Permit employees to record overlapping project times in Dafater. | |
| fetchtimesheetinsalesinvoice | Fetch Timesheet in Sales Invoice | Check | - | Automatically fetch Dafater timesheets into Sales Invoices. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |