System Settings

From Clarizen

The System Settings includes a list of the relevant mandatory and optional parameters to be set to maximize the benefits of the system and to meet the needs of your organization.

The default setting is defined for each option. However, you may choose to change the default settings for each of the fields.

Below is a full list of each of the setting options.

Note: These settings can only be edited by the System Administrator.

Module Activation

Enable Budget: Enables managing budgeted cost and actual cost; The default value is set to "On"

Enable bug tracking: Enables the bug tracking functionality within the Issues subsystem; The default value is set to "Off"

Enable chat: Enables chat within the organziation; The default value is set to "On"

Enable Expense Reporting: Enables the managing of Expense reports; The default value is set to "On"

Enable InterAct: Enables the InterAct functionality in the organization InterAct; The default value is set to "On"

Enable issue management: Enables managing Issues within the Issues subsystem; The default value is set to "On"

Enable Requests: Enables managing Requests within the Issues subsystem; The default value is set to "On"

Enable Enable risk management: Enables risk management functionality in the organization; The default value is set to "On"

Enable multi currency support: Supports multi-currency in the organization and at the project level. Once this feature is turned on, it cannot be turned off.; The default value is set to "Off"

Enable time tracking: Enables the Time Tracking subsystem within the application; Requests to update timesheets will be sent to users; The default value is set to "On"

Enable Vendors: Activates the Vendors tab; The default value is set to "On"

Manage Customers: Create customers and assign them to your projects/Issues.; Once assigned to your projects you can calculate amounts due per project; The default value is set to "On"

Alerts

Create project Alerts for Super User: If set to true, Super Users receive alerts from projects in which they have no role; The default value is set to "Off"

Duration to display resolved alerts (days): Defines how many days resolved alerts are displayed on the Alerts screen; The default value is set to "14" days

Enable notification for completed predecessors via email: After all predecessors of a work item are completed an email is sent to the work item team notifying them that it is possible to start working on it; The default value is set to "Off"

Notify Super Users when a new user is added to the organization: If set to true, Super users receive email notification upon the invitation of new users into the system; The default value is set to "Off"

Repeat high severity alert notification via email (days): Defines number of days to repeat sending alert notifications of high severity; The default value is set to "7" days

Repeat medium and low severity alert notification via email (days): Defines number of days to repeat sending alert notifications of medium and low severity.; The default value is set to "7" days

Send Alerts via Email: Indicates whether organization enables the email notifications service. If false, Alerts email notifications will not be sent to users; The default value is set to "On"

Unassigned resource alert period (days): Defines how many days before tasks are scheduled to start, for the system to send an alert if no resources are assigned.; The default value is set to "7" days

Budget

Allow reclaculate revenue and cost fields for completed work items: If true, application will reclaculate revenue and cost fields for completed work items.; The default value is set to "On"

Auto calculate budget using progress and resource rates: If true, application will calculate actual cost spent on specific work item as function of its progress and resource rate.; The default value is set to "On"

Expenses

Direct managers can approve expense sheets: If true, the direct manager of the user will approve the user’s expense sheets.; The default value is set to "On"

Enable approvals of expense sheets: If True, users will submit their expense sheets for approval by a manager. Only approved expenses would be used for financial calculations; The default value is set to "On"

Limited daily allowance for expenses: Allow other than ‘Airfare or Train/Bus’ expense categories, if Per Diems are declared in the Expenses sheet.; The default value is set to "On"

Project managers can approve expense sheets: If true, project managers and managers of the project can approve expense sheets submitted by users assigned to their projects.; The default value is set to "On"

Rollup expenses costs to the related work item/project: If True, users must submit their expense sheets for approval by a manager. Only approved expenses will be used for financial calculations.; The default value is set to "On"

Send expenses approval reminders: if switched to False, do not send out any notification to approver that there are expenses awaiting his\her approval as well as notification to the submitter that his\her expense sheet has been approved.; The default value is set to "On"

User with financial permissions can approve expense sheets: If true, the user with financial permissions can approve the expense sheets of any users; The default value is set to "Off"

InterAct Settings

Lifetime of Confirmation Message: Defines the lifetime, in days, for the Confirmation Message email (after which it will auto-expire).; The default value is set to "1"

Receive Confirmation Message: If set to true, licensed users sending emails to InterAct will receive a confirmation message that will require them to click a link and confirm their email submission.; The default value is set to "on"

Receive Confirmation Message For Email to Case: If set to true, Email to Case users sending emails to InterAct will receive a confirmation message that will require them to click a link and confirm their email submission.; The default value is set to "Off"

Issue Management

Enable automatic subscription of issue Creator, Owner and Evaluator for notifications: If true, automatically subscribe the Creator, Owner, Assignee and Evaluator of an issue for ‘State changed’, ‘Assignment changed’ and `My Assignment’ notifications.; The default value is set to "Off"

Organizations, Users, Licenses

Allow linking of Attachments to Objects in Clarizen: Once selected, users will have the ability to link or upload documents in Clarizen. When selected 'None', documents can only be linked via google docs or website links.; The default value is set to "Allow All"

Allow mass import of users for non admin users: Defines whether mass import of users is allowed for non admin users.; The default value is set to "Off"

Allow resources to add work items: If set to Allow, resources assigned to a specific work item are allowed to add to it sub tasks/milestones/projects, when applicable; Available settings include, "Allow", "Allow under Tasks", "Allow Under Tasks and Milestones" or "Don't Allow"; The default value is set to "Allow"

Default New User License Type: Selected value is set as default User Type in 'Invite New Users' dialog for each new user. To change this value manually should open 'Invite New Users' dialog in 'Advanced' mode.; Available settings include, "Full", "Time & Expense", "Email" or "None"; The default value is set to "Full"

Automatic create contact person for unregistered emails: Automatically creates a contact person for unregistered emails; The default value is set to "On"

Enable authenticated only iCal subscription: Enable authenticated only iCal subscription, setting this to Off will allow iCal subscription for web based calendars, such as Google calendars; The default value is set to "On"

Hide sales promotion buttons: If set to 'True', sales promotion buttons, such as "Buy Now", will not appear in the banner of the application. Relevant for Clarizen customers after Trial period; The default value is set to "Off"

Mark users from other email domain as externals: New users that are added to the system with email from a different domain of the organization will be marked as external users; The default value is set to "On"

Only Admin or Super users are allowed to create Public grid views: If true, only Admin or Super users are allowed to create Public grid views, all users except external can only create Personal views. If false, all users can create Public views.; The default value is set to "On"

Only Direct Managers, Admins and Super Users can update Personal Calendars: If True, only Managers, Admins (and Super Users) can update Resources' personal calendars. Users who do not have a Manager set in their profile will be able to update their own calendar as well.; The default value is set to "Off"

Organization email domain: Email domain of the users in the Organization; Requires the entry of the organization email domain, for example - acme.com

Password Expiration Period (months): Defines the period after which users passwords are to expire.; The default value is set to "4" months

Password expiration validation: If set to true, password expiration mechanism will be enabled.; The default value is set to "Off"

Permission Level: When set to Enhanced, enhanced permissions are enforced according to user roles.; The default value is set to "Basic"; Please refer to the Permissions page for more details.

Send system triggered emails on behalf of: Organizational level setting that enables an organization administrator to determine whether the email should be sent on behalf of

Send users triggered emails on behalf of the user: Organizational level setting that enables an organization administrator to determine whether the email should be sent on behalf of the initiator or Clarizen; The default value is set to "On" (on behalf of the initiator)

Session Timeout: Specifies the number of hours that a session can remain inactive before it expires, forcing users to reenter their password. Max. value allowed is 8 hours; The default hours is set to "8.0" hours

Resource Management Settings

Assign from Organization pool: If set to true, managers will have direct access to full organization resource list for assignment in WBS. If false, managers will have access to project pool only for inline editing. Both lists are always available for assignment via Resources tab.; The default value is set to "On"

Period Of Resource Load: Defines the increments (in days) for display on the Resource Load report.; The default value is set to "7" days

Resource Load Duration Setting: Policy of handling duration of the task assigned to the resource; The default value is set to "0"

Resource Load Start Date Setting: Policy of handling start date of the task assigned to the resource; The default value is set to "0"

Task Completion Policy Reporting

Allow reporting actual completion date via email progress reports: If True, columns of 'actual start date' and 'actual end date' will be added to the quick update form opened from the progress report emails.; The default value is set to "Off"

Enable one-click progress reporting on all active tasks: If True, adds option to the email report request, allowing users to have a one-click option to match their Current progress with the Expected for all active tasks.; The default value is set to "On"

Enable reporting actual and remaining effort: Organization is using reporting through task remaining effort methodology.; The default value is set to "Off"

Enable reporting completion percentage: Organization is using reporting through task completeness methodology.; The default value is set to "On"

Expected percentage progress for periodical reporting (%): Indicates task expected progress (interval). If this value is met, progress reporting email will not be sent on the designated day.; The default value is set to "25"%

Include only Executable Tasks in Progress Report emails: Mark this setting 'On' if Progress Report emails should only include Executable tasks, i.e. Active tasks that all their predecessors have been completed.; The default value is set to "Off"

Life time of the completeness report email (working days): Define the validity interval of progress report email after which it will be expired; The default value is set to "3" working days

Progress Reporting: Indicates whether organization uses progress reporting email service. Service provides reminder only or full report for update via email options.; The default value is set to "Updatable report"

Send email on task completeness progress on (1) Monday: Notification email on task progress will be sent on Monday; The default value is set to "On"

Send email on task completeness progress on (2) Tuesday: Notification email on task progress will be sent on Tuesday.; The default value is set to "Off"

Send email on task completeness progress on (3) Wednesday: Notification email on task progress will be sent on Wednesday.; The default value is set to "Off"

Send email on task completeness progress on (4) Thursday: Notification email on task progress will be sent on Thursday.; The default value is set to "Off"

Send email on task completeness progress on (5) Friday: Notification email on task progress will be sent on Friday.; The default value is set to "Off"

Send email on task completeness progress on (6) Saturday: Notification email on task progress will be sent on Saturday.; The default value is set to "Off"

Send email on task completeness progress on (7) Sunday: Notification email on task progress will be sent on Sunday.; The default value is set to "Off"

Task Reporting Policy: Indicates whether task reporting is done per individual resource or shared reporting amongst task resource pool. Value selected is the default for all new projects created within the system; The default value is set to "Shared"

Time Tracking

Actual effort updated from timesheet: Set the default option for new project. If true, application will activate mechanism of actual effort calculation based on timesheet reporting for the project tree; The default value is set to "Off"

Allow early reporting on the work items: If true, users are allowed to report hours on their work items that start in the future; The default value is set to "On"

Allow reporting hours on Completed work items: If true, it will be possible to report hours on work items in Completed state; The default value is set to "Off"

Allow reporting hours on Draft work items: If true, it will be possible to report hours on work items in Draft state; The default value is set to "Off"

Allow reporting hours on On Hold work items: If true, it will be possible to report hours on work items in On Hold state; The default value is set to "Off"

Direct managers can approve timesheets: If true, the direct manager of the user can approve the user’s timesheets; The default value is set to "On"

Enable Approvals: If True, users will submit their timesheets for approval by a manager. Only approved hours would be used for financial calculations, such as ‘Total amount due from Customer A’.; The default value is set to "On"

Exchange rates time definition rule: Indicates what time stamp should be used for the exchange rates selection: the activity hourly reporting time or the approval of the hourly reporting time.; The default value is set to "Reporting time"

Include leaf milestones and projects in timesheets: If True, milestones and projects with no sub work items (e.g. sub tasks) will be included by default in timesheets.; The default value is set to "Off"

Reportable: Only work items marked as “Reportable” will be included in timesheets sent to users. No work items are added by default.; The default value is set to "Off"

Project managers can approve timesheets: If true, project managers as well as managers at the level of the project can approve timesheets submitted by users assigned to their projects.; The default value is set to "On"

Resources can reopen approved timesheets: If True, work item's resources can reopen approved timesheet records, for further updating; The default value is set to "Off"

Send a request to update timesheet on (1) Monday: A request to update personal timesheets would be sent to users on Monday; The default value is set to "On"

Send a request to update timesheet on (2) Tuesday: A request to update personal timesheets would be sent to users on Tuesday; The default value is set to "Off"

Send a request to update timesheet on (3) Wednesday: A request to update personal timesheets would be sent to users on Wednesday; The default value is set to "Off"

Send a request to update timesheet on (4) Thursday: A request to update personal timesheets would be sent to users on Thursday; The default value is set to "Off"

Send a request to update timesheet on (5) Friday: A request to update personal timesheets would be sent to users on Friday; The default value is set to "Off"

Send a request to update timesheet on (6) Saturday: A request to update personal timesheets would be sent to users on Saturday; The default value is set to "Off"

Send a request to update timesheet on (7) Sunday: A request to update personal timesheets would be sent to users on Sunday; The default value is set to "Off"

Send Timesheets Approval Reminders: If switched to False, do not send out any notification to approver that are timesheets awaiting his\her approval.; The default value is set to "on"

User Interface Settings

Display Names Separator: Defines the separator for display names when using auto complete.; The default value is set to "."

Grid horizontal line colors: Defines the row border colors in the system grids.; The default value is set to "Light Gray"

Grid vertical line colors: Defines the column border colors in the system grids.; The default value is set to "White"

Maximum number of items in the grid View dropdown list: Maximum number of items in the grid columns dropdown list. More views can be found in the "customize" dialog opened from the View list.; The default value is set to "10"

New Item Policy: All displays new items that are linked to work that you are directly and indirectly assigned to; The default value is set to "Directly Assigned"

Prompt me when rescheduling parent items: if true, Options window of the Rescheduling is shown when rescheduling a parent item that has manually set sub items; The default value is set to "On"

Short Date Format: Defines the format dates that will be displayed in the system.; The default format is set to "mm/dd/yy"

Show Collaboration view options window: if true, Options window of the Collaboration view is shown automatically; The default value is set to "On"

Show conflict indicators: Enables display of scheduling and resource conflicts indicators in the system.; The default value is set to "On"

Show effort related time in Hours: If true, Work, Actual Effort, Remaining Effort and other duration related fields will be shown by default in Hours. Otherwise, values of duration related fields will be shown in Days.; The default value is set to "On"

Show Item ID in system grids and Emails: If True, automatically shows column with item identifier in the basic grid views and on emails sent from Clarizen.; The default value is set to "Off"

Work Plan Settings

Work Policy: Determines which of the 3 variables Work, Duration and Units remains fixed as the other two get calculated by the application.; The default value is set to "Fixed Duration"

Work Policy Behavior link

Clarizen Blog article The Challenge of Constraint

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