Portal Settings

In the Portal Settings, we help you configure your company settings, customize fields, groups, and templates, and configure all the project modules with ease.

Holidays & Weekends

Date format and business hours settings

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

  1. Click  in the top band.
  2. Navigate to the Portal Settings section and click Company Profile.
  3. Click Holidays & Weekends.
  4. Set the Date Format ,Time Format and the First Day of the Week.
  5. Set how long the Business Hours are, for a day.
  6. Skip Weekends by selecting the working days of your work week. The days unselected will be considered as weekends and the work item's duration will be calculated accordingly.
  7. Click Update when you are done with all the above settings.
  • The Business Hours, Skip Weekends, and Configure Holidays settings are available in the Premium and Enterprise plans only.
  • The work duration that you define as Business Hours will be taken into account to calculate a task or a work item's duration.

Configure holidays

Learn to configure holidays in Zoho Projects here.

  1. Click  in the top band.
  2. Navigate to the Portal Settings section and click Company Profile.
  3. Click Holidays & Weekends.
  4. Navigate to the Skip Weekends section and click the Configure Holidays link.
  5. Enter the holiday details and Add Holiday.

  • To delete an existing holiday, hover over the holiday and 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 our Enterprise plan.

Module Configuration

Task Duration Setting

  1. Click  in the top band.
  2. Navigate to the Portal Settings section and click Company Profile.
  3. Click Module Configuration.
  4. Navigate to the the Task Duration Setting section.
  5. Set the duration of tasks to either Days or Hours.
  6. Click Update.

Task Work Hour Settings

  1. Click  in the top band.
  2. Navigate to the Portal Settings section and click Company Profile.
  3. Click Module Configuration.
  4. Navigate to the the Task Work Hours Settings.
  5. Set your default work hours. Learn more.
  6. Click Update.

Timesheet billing and approval status

  1. Click  in the top band.
  2. Navigate to the Portal Settings section and click Company Profile.
  3. Click Module Configuration.
  4. Navigate to the the Timesheet Billing Status and Timesheet Approval Process section.
  5. Set your default billing and approval status respectively.
  6. Click Update.

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  in the top band.
  2. Navigate to the Portal Settings section and click Company Profile.
  3. Click Module Configuration.
  4. Navigate to the the TIme-log Period Settings section.
  5. Allow, Don't Allow or Customize.
  6. Click Update.

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 02/15/2017, all the users in the project will be able to log entries for all past days, and only until 03/01/2017 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

  1. Click  in the top band.
  2. Navigate to the Portal Settings section and click Company Profile.
  3. Click Module Configuration in the left panel.
  4. Scroll the page and navigate to the Rename Bugs Tab section.
  5. Enter a Name to be displayed in the Links or Commands across projects.
  6. Enter a Name and icon to be displayed in the Tabs across projects. To change the icon for the Bugs module, hover over the default icon and select your favorite icon.
  7. Click Update at the bottom of the page.

Associate tasks and bugs

  1. Click  in the top band.
  2. Navigate to the Portal Settings section and click Company Profile.
  3. Click Module Configuration in the left panel.
  4. Scroll the page and navigate to the Associate Tasks with Bugs section. You can choose to receive Alerts about the associated Bugs or not to receive alerts
    • When you select Do no show alerts, you can complete the tasks without receiving any alert messages about the associated bugs' status.
    • Learn more about associating and tasks and bugs here.
  5. Click Update at the bottom of the page.

Configuration

Portal Details

  1. Click in the top band.
  2. Navigate to the Portal Settings section and click Company Profile.
  3. Click to the right of your company name.
  4. Modify the Company Name, Web Address, and other information, if needed.
  5. Click Update.

Portal URL Change

  1. Click  in the top band.
  2. Navigate to the Portal Settings section and click Company Profile.
  3. In the Portal URL Change section, the current portal name is present in the editable area. If desired, modify the portal name and click Update.
    • The new name will reflect the next time you log in or refresh your portal
    • The Portal URL cannot hold special characters

Portal Owner Change

  1. Click  in the top band.
  2. Navigate to the Portal Settings section and click Company Profile.
  3. Select New Portal Owner from the drop-down.
    • Only Admins will be listed in the drop-down
    • This feature is enabled only for the paid plans

Developer Space - Manage ZSC Key

ZSC key is used to access the Projects modules from other services. 

  1. Click  in the upper-right corner of the top band.
  2. Navigate to the Integration section and click Developer Space.
  3. Click ZSC Key in the left panel.
    • Copy-paste the ZSC key and the Email address to authenticate yourself into the other services
    • In addition, with this key, you can import your contacts stored in the other Zoho services

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 to complete. After backing up your data, an email will be 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..

Related Topics

Personal Settings