Organization Setup

Organization setup allows you to edit profile, change portal owner and url, backup up all your project data, configure business hours and provide ZSC key to import your contacts and users from other Zoho services into Zoho Projects.

Portal configuration

Click Setup at the top right corner, and then click Org Settings. Configure your portal configuration and save. Configure your business hours and holidays, timesheet billing and approval, and rename the bugs tab.

Edit Profile

You can edit your portal profile and save. Click Org Settings, and then click Portal Configuration, to access your portal configuration.

edit-profile

Date format and business hours settings

You can now set date formats, business hours / days and holiday list for your company, to help you precisely calculate the project deliverables. And you can accurately calculate the task duration based on the actual number of hours or days.

Note:

  • The Business Hours setting option is available in Premium and Enterprise plans.
  • Skip weekends and Configure Holidays settings option is available Premium and Enterprise plan.
  • In DATE FORMAT & BUSINESS HOURS SETTINGS, if you select hours option in Task Duration in, the task's Duration is calculated based on the scheduled working hours.
business-hours

Configure holidays

Configure the holiday and save, so that you can accurately calculate your business hours.

configure-holidays

Note:

  • To delete an existing holiday, mouse over the holiday and then click Delete Holiday.
  • You can select weekends or holidays displayed in gray color as start or end dates for tasks in pop out calendars. This option is available only in Enterprise plan.

Timesheet billing and approval status

Select and setup your default billing and approval status for timesheet. Click Org Settings, and then click Portal Configuration, to access your portal configuration.

timesheet-billing

Time-log period settings

Customize log hours setting to allow or disallow time logs for past and future dates.

How-to?

  1. Click the Set Up icon at the top right and select the Org Settings tab.
  2. In TIME-LOG PERIOD SETTINGS, you will find the Log past time and Log future time sections.
  3. Select the drop-down and choose any one of the following according to your preference: Allow, Don't Allow and Customize.

  4. Click Update to configure the settings.

Log Past Time

By configuring this setting, you choose to allow or not to allow logging time for activities that happened in the past before your current date.

When you click:

Allow

You can log time for all the dates in the past before the current date

Don't AllowYou cannot log time for all the dates in the past before the current date
Customize

You can log time for a  specific number of days, weeks or months in your past before the current date

Example: 

-If you customize 5 days before the current date - 09/19/2016, you can log time till - 09/12/2016

-If you customize 5 weeks before the current date -09/19/2016, you can log time till - 08/12/2016

-If you customize 5 months before the current date - 09/19/2016, you can log time till - 04/19/2016

Note: The customize option skips the weekends and configured holidays

Example: If you allow the time-log-edits for 5 days before the current date and there is a configured holiday that falls in the allowed range, the holiday is not taken into account

Log Future Time

By configuring Time-Log Period Settings to future, you choose to allow or not to allow logging time for activities in the future from your current date.

When you click:

AllowYou can log time for all the dates in the future from the current date
Don't AllowYou cannot log time for all the dates in the future from the current date
Customize

You can log time for a specific number of days, weeks or months in the future from the current date

Example:

-If you customize 5 days from the current date - 09/19/2016, you can log time till - 09/26/2016

-If you customize 5 weeks from the current date - 09/19/2016, you can log time till - 10/24/2016

-If you customize 5 months from the current date - 09/19/2016, you can log time till - 02/19/2017

Note: The customize option skips the weekends and configured holidays

Example: If you allow the time-log-edits for 5 days from the current date and there is a configured holiday that falls in the allowed range, the holiday is not taken into account

Time-log settings will reflect in the following modules:

Which module gets affected?What kind of action?Where does the setting reflect in this module?
BugsWhen you modify the log hours for individual bugsDate picker
Task DetailsWhen you modify the log hours for individual tasks
Date picker
Timesheet 
  • Log Time
When you add log time for a particular task/bug on a daily basisDate picker
 
  • Weekly Log Time
When you add log time for a particular task/bug on a weekly basisDate picker

 

  • Calendar
When you try to log time for any date afresh or edit an existing time logDate picker

 

  • Update Log Hours
When you edit your entriesDate picker

 Example

Joan wants to allow time-log entries for all the past days and restrict to only 2 weeks in the future. How can he set the time-log accordingly?

  1. Allow- past days
  2. Customize - 2 weeks in the future

If the current date is 9/21/2016, all the users in the project can log entries for all the past days before the current date and can log time only till 10/5/2016 in the future. The defined settings will reflect in all the date pickers as shown above. And, this is how it looks:

Time-Log settings for strict projects

Changes in the time-log settings will reflect only when the specified number of days is within the date range scheduled for strict projects.

Note:

Changes in the time-log settings will not reflect when the specified number of days is not within the date range scheduled for strict projects.

For example: Date range for strict project: From 09/01/2016 To 09/30/2016

  • When the time-log setting is customized to 5 weeks before the current date (09/19/2016) and 5months after the current date, time cannot be logged. Since the customized setting is not within the date range of the strict project.

Rename bugs tab

You can rename the Bugs tab and customize the icon to be displayed in the tabs, in this section.

Associate tasks and bugs

Select to set the alert option while completing tasks with associated bugs. You can choose Do not show alerts to complete tasks without displaying any alert messages about the bug status. But, if you want an alert message about the status and count of bugs, while marking a task as complete, you must select Alert about associated Bugs. Learn More.

Portal settings

Click Setup at the top right corner, click Org Settings, and then click Portal Settings. Configure your portal settings and save.

Portal URL change

You can change your portal URL. And the new portal name will reflect in your portal URL. No special characters are allowed in portal URL. Click Org Settings, and then click Portal Settings, to access your portal settings.

Portal-url

Portal owner change

You can change your portal owner. Click Org Settings, and then click Portal Settings, to access your portal settings.

Portal Owner Change

Only users with Admin role will be listed in the Select New Portal Owner drop-down. This updates the new portal owner. Portal Owner change is enabled only for paid plans.

Data backup

Databack up is an option to take a personal copy of your entire portal data and safeguard for future use.

A scheduler will trigger your backup process and it takes a few minutes. After backing up your data, an email is sent along with a link to download the backup data as a ZIP file

Note:

  • Regular data backup is allowed once every 24 hours. Your exported ZIP file gets deleted periodically every 24 hours after each data export..
data-backup

Developers space - ZSC Key

ZSC key is used to access Zoho Projects modules from other services. Click Org Settings, and then click Portal Settings, to access your portal settings. In DEVELOPERS SPACE, copy the ZSC Key and Email ID to paste in other services. In addition, with the ZSC key you can import your contacts stored in other Zoho services.

ZSC Key

If required, click Regenerate Key to regenerate a new ZSC Key. 

Related Topics

Personal Settings