Specific projects360 parameters were added to Project Operations “Project parameters” form. In addition, some standard parameters must be also configured.
Go to Settings > General > Parameters
Details of the fields available on the Project parameters form are as follows -
| Fields | Description |
| Schedule Mode | Select the default schedule mode for all new projects. Suggested to use “Fixed duration” value while if activating Fee Builder. |
| Project Level Schedule Mode Override Permitted | This parameter allows to change the schedule mode by specific project. Suggested to use “Yes” value. |
| Default Company | This is a mandatory parameter, and it will be used to default the company for shared Customers. Suggested to use company DAT if there will be multiple companies configured in the system. |
| Finance & Operations URL | Set URL pointing to the F&O environment that we want to link with the Project and Operations app. |
| Enable Enhanced Tracking View | Set as “Yes” to activate the enhanced projects360 Tracking view within the Project form. |
| Enable Effort Assignment | Set as “Yes” to activate the new projects360 “Effort Assignment” spreadsheet within the Project form. |
| Enable Effort Allocation | Set as “Yes” to activate the projects360 “Effort Allocation” spreadsheet within the Project form. |
| Enable Fee Estimator | Set as “Yes” to activate the new projects360 “Fee Estimator” spreadsheet within the Opportunity Line form. |
| Allow Duplicate Account Name in Leads | Activating this setting, the same “Account Name” can be used multiple times in new Leads. |
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Note – The Finance and Operations URL specified in the field should not be having company argument specified. |