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

Time logs are an effective way to track your users' hours. You can customize your past and future time-log settings, or even remove time logs entirely.

To customize your time-log settings:

  1. Click the Setup icon at the top right area of the screen and select the Org Settings tab.
  2. Select TIME-LOG PERIOD SETTINGS, and find the Log past time and Log future time sections.
  3. Select any one of the options from the dropdown menu: Allow, Don't Allow, or and Customize.

  4. Click Update to configure your settings.

Log Past Time

This setting determines whether to log past time.

Here are your options:

Allow

Log all past time

Don't AllowDo not log past time
Customize

Allow past time logs for any specific length of time. Weekends and configured holidays will not be taken into account when selecting your time-log span.

For example:

-If you select 5 days before  09/19/2016, you will log time till  - 09/12/2016

-If you select 5 weeks before  09/19/2016, you will log time until 08/12/2016

-If you select 5 months before 09/19/2016, you will log time until 04/19/2016

Log Future Time

This setting determines whether to log future time.

Here are your options:

AllowLog all future time
Don't AllowDo not log future time
Customize

Allow future time logs for any specific length of time. Weekends and configured holidays will not be taken into account when selecting your time-log span.

Example:

-If you select 5 days from 09/19/2016, you can log time until 09/26/2016

-If you select 5 weeks from 09/19/2016, you can log time until 10/24/2016

-If you select 5 months from 09/19/2016, you can log time until 02/19/2017

The Time-log settings will reflect in the following modules:

Affected modulesRelevant actionAffected module component
BugsLog hours for individual bugs.Date picker
Task DetailsModifying log hours for individual tasks.
Date picker
Timesheet 
  • Log Time

Logging time for a particular task/bug is added on a daily basis.

Date picker
 
  • Weekly Log Time

Logging time for a particular task/bug on a weekly basis.

Date picker

 

  • Calendar

Logging time  or editing an existing time log.

Date picker

 

  • Update Log Hours

Editing log entries.

Date picker

 Example:

Joan wants to allow time-log entries for all past days while restricting entries to only two weeks in the future.

  1. Set the Past time-log to Allow- past days.
  2. Set the Future time-log to custom—2 weeks in the future

If the current date is 9/21/2016, all the users in the project will be able to log entries for all past days, and only until 10/5/2016 in the future. These settings will be reflected in all date pickers shown above.

Time-Log settings for strict projects

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

For example: 

Strict project date range: 09/01/2016 - 09/30/2016

When time-log settings are configured to five weeks before and after the current date (09/19/2016), time cannot be logged because the settings are not within the date range.

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