In this article, you can read about the options you have for Projects in the System Settings.
You can find the project settings by going to System Settings → Projects.
In the project settings, you can edit project attributes and the available fields in the project card, set default values when creating agreements, and offer categories and service types. Here, you also select which department these settings will apply to.
Project attributes
Project attributes are custom data fields that may be connected to projects in RecMan. This allows for specific filtering.
When clicking +Add, you get several options. The attributes must have a name and a type. The different types are as follows:
- Yes / no value – This enables you to select Yes or No when applying the attribute. An example could be a Newsletter: Yes/no. This enables you to filter out customers who should receive your newsletter.
- Star-rating – This enables you to set a rating from 1-5 stars. You can, for instance, name the attribute Customer relationship and then define how good the relationship is by setting the appropriate number of stars.
- Text – This field allows a free text field to be filled out together with the attribute. The input text will not be filterable; however, the attribute, in general, will.
- Dropdown – This will create a dropdown list, and later, you can add/modify the values in it.
- Multiple choice – Gives the possibility to choose different options.
Once created, they may be manually applied to projects. These attributes may then be used to filter your projects in the Project module.
Project card
Once selected, you may choose for which corporation you wish to change the settings. This enables you to have a unique set of settings for each corporation.
The boxes here enable or disable some boxes located on the project card. The boxes you may enable/disable are:
-
Force department from responsible co-worker – Means that the department to which the responsible coworker is attached will be automatically used.
- Split Commission – Allows you to set a commission split on the project. You may select several co-workers and split the commission between them by percentage. This split is visible in the report Economy Overview.
- Directions – Enables a box, which is a free text field on the project card intended for specific directions related to the project.
- Salary and project data – Enables the field Salary- and project data. This field enables you to define custom salary and project data for a specific project.
- Budget – Check this to make the Budget box visible on the Project card. This enables you to set a budget on a project level.
- Salary matrix – Lets you set the standard salary matrix for employees working on the project.
- Pipeline categories – Enables use of pipeline categories.
- Hour bank (piecework) – Gives access to hours on piecework.
- Price list - collective agreement – Activates price list.
Default values
Here, you can set default values for when you create new offers and/or agreements. Here are the available fields:
Offer categories
Here you can add offer categories, for example, employee agreement and customer agreement.
Service types
Here, you can add and group different service types.
Service groups
We invite you to watch the instructional video on How to use service groups and service types.