⚙️Project settings

The Settings tab of the Manage project dialog brings together all project-specific configuration options. Here you control, among other things, the project mode, date alignment, the hourly rate, and other project behaviors.

Opening settings

1. Open Manage project
2. Switch to the Settings tab

Show project name in tasks for guests

Tasks from a project can also be assigned to guests without direct project access. By default, the project name isn't visible to these guests in the task. This setting can make the project name visible for guests as well.

Mode (Active / Inactive)

An inactive project can be used for simulation or pre-planning. Tasks and resources from inactive projects aren't taken into account in widgets and notifications.

• Active: Default mode - the project is fully active.
• Inactive: The project is hidden from analyses, notifications, and widgets.

Project ID

The project ID is a freely chosen abbreviation that identifies the project system-wide. It's used as a prefix before task IDs (e.g. WBFLH-1, WBFLH-2). 

Scheduling

Determines what happens when a task's date is changed. This setting applies to all tasks in this project.

Learn more about the two scheduling modes

If the Follow workspace default toggle is enabled, the project adopts the workspace's scheduling setting. If the workspace default changes, this project's scheduling changes with it. Below the toggle, you'll see which mode is currently in effect as a result.

If the toggle is disabled, you can make your own choice for this project, independent of the workspace:

• Fixed dates: Set the start and due date; the duration is calculated automatically from them. Changing one date doesn't shift the other.
• Fixed duration: Set the duration; it stays constant. Changing one date shifts the other accordingly. Suitable for deadline-driven projects.

Automatic date alignment

Set workflow for project

Sets the default workflow used for all new tasks in this project. Individual tasks can deviate and use a different workflow.

Use as subproject

This project can be assigned to a parent main project. Enable the Use as subproject toggle and then select the desired main project.

In the portfolio list view, subprojects are displayed indented below their main project. The main project displays a badge with the number of subprojects.

More on this in the article Main and subprojects.

Link SharePoint folder to project

A SharePoint folder can be displayed as a tab directly within the project. SharePoint remains the central storage location - in smenso, files can be uploaded, opened, and downloaded. Changes in SharePoint are visible in smenso; permissions and versioning remain in SharePoint.

Click Add folder and select the desired SharePoint folder.

Default template for new tasks

A task template can be set as the default for all new tasks in this project. Other templates can still be applied independently in individual tasks.

Default template for new status reports

A status report template can be set as the default for all new status reports in this project. Individual status reports can still use a different template.

Default currency

The default currency is used for all fields with cost and budget values in this project. The selected currency also determines the displayed number format.

Hourly rate

The hourly rate is used when automatic calculation is enabled in plan/actual cost fields.

Alternatively, instead of the flat project hourly rate, individual person hourly rates can be used. Enable the Use person hourly rate instead option for this. In this case, the hourly rates stored in the Admin Center for the assigned people are used for the cost calculation.

Logo for print output

A project-specific logo can be set for print outputs - e.g. for status reports or task printouts. A PNG with a transparent background at 180×90 px is recommended. In print dialogs, you can choose whether the logo should be used.

Lock time tracking

By default, time can be booked on all tasks in a project. If this setting is enabled, time tracking is locked for the entire project.

Archive project

Archived projects are hidden from the normal project overview and can be accessed via the Archived projects filter. Archived projects can't be edited - only the master data remains viewable and editable.

More on this in the article Archiving projects.

Use project as template

Marks the project as a project template. Template projects are hidden from the normal project overview and can be displayed via the Template projects filter.

More on this in the article Using project templates.

Lock workflow change

If this option is enabled, the workflow for this project can no longer be changed by other people - except owners and administrators.

Task filter for status report progress calculation

By default, all tasks of the project are taken into account for the progress calculation in status reports. This filter can restrict the calculation to a defined subset of tasks - e.g. only tasks from a specific folder or type.

Related articles

• Permissions: Visibility (Private Projects)
• Permissions: Project roles
• Automatic scheduling in the Gantt chart
• Using project templates
• Main and subprojects
• Archiving projects
• Project master data
• Permissions: Member
• Roles

FAQ

Where do I find the project settings?

Via Manage project (⋯ options menu at the top right of the project) > Settings tab.

Where do I find my project's visibility?

Not in the Settings tab, but in the Permissions tab under Manage project. More on this in the article Permissions: Visibility (Private Projects).

What's the difference between archiving and setting a project to inactive?

An inactive project stays visible in the project overview but is hidden from notifications, widgets, and analyses - ideal for pre-planning. An archived project is fully removed from the normal view and can no longer be edited.

What does the "Scheduling" setting do, and how does it relate to the workspace default?

If the Follow workspace default toggle is enabled, the project automatically adopts the workspace's scheduling setting - if that changes, the project changes with it. If the toggle is disabled, you can instead choose Fixed dates or Fixed duration individually for this project.

What's happening with automatic date alignment?

This setting has been replaced by Scheduling and will be removed from the interface starting with one of the upcoming releases.

Can I set a different workflow for individual tasks?

Yes - the workflow set here only serves as the default for new tasks. A different workflow can be set on individual tasks, unless the Lock workflow change option is enabled.

Who can edit the project settings?

Most settings can be edited by anyone with edit rights on the project. Some settings, however, are reserved for certain roles and aren't editable by regular members:

• Mode (Active/Inactive)
• Archive project
• Use project as template
• Lock workflow change

More on the exact edit rights of the Member system role in the article Permissions: Member.

Can I use a main project as a template?

No. Main projects may not be used as a template. Subprojects, however, can be set up as a template.