Global Settings (Project) MOD009DJ5
Access
- PM Administration → Master Data → Project Settings → Global Settings
Information
- In the Global Settings (Project) module you can configure global settings which are relevant only for the project area.
- All global parameters used in the system, i.e. also parameters from other areas can be found in the Global Settings (All) module. In the description of the module in the PLANTA customizer help area you will find information on the editing and creation of global settings.
Note
- If "0" is offered for selection as a parameter value and no value is defined for a particular parameter, it behaves as if it was set to "0".
E-Mail Dispatch
By clicking on the Test e-mail dispatch button, you can test the e-mail settings. A test e-mail will be sent to the logged-on user.
Parameter name | Parameter ID | Meaning and values | Default |
---|---|---|---|
System e-mail address |
| Default sender e-mail address Usually the e-mail address of the user who is logged in is used as sender e-mail address. If the sender has no own e-mail address or if the e-mails are not sent from one person to another but are automatically sent by the system, e.g. in the course of a batchjob, the e-mail address specified here is used as sender e-mail address. This parameter is mandatory if you want to send your e-mail from PLANTA. | |
SMTP Server Address |
| Here, the IP of the smtp server (the externally accessible address) is specified. This parameter is mandatory if you want to send your e-mail from PLANTA. If this parameter is not set, the E-Mail cannot be sent message is displayed when you try to send an e-mail from PLANTA.
If no SMTP server is specified, | |
SMTP server port |
| Port on which the SMTP server listens This parameter is mandatory if you want to send your e-mail from PLANTA. | 25 |
SMTP password |
| Optional: Password for authentication at the SMTP server | |
SMTP user name |
| Optional: User name for authentication at the SMTP server |
Note
- For information on the API which is used for e-mail dispatch, please click here.
Portfolio
Parameter name | Parameter ID | Meaning and values | Default |
---|---|---|---|
Relevant project budget in portfolio environment |
| The Relevant budget parameter in the portfolio environment controls system wide which project budget is relevant in the portfolio environment, i.e. which project budget is compared to the portfolio budget. Values
| 0 |
Use of Controlling Reports in the Portfolio |
| Specifies whether controlling reports are to be used in the automatic assignment of status reports in the portfolio status. If they are not to be used, the last released status report from the respective project will be used. Values
| 0 |
Show road map dates |
| If this parameter is activated, the dates of the last released road map are displayed in the Project Core Data module. If the project is assigned to several portfolios, the earliest roadmap dates are displayed. Values
| 1 |
Project
Parameter name | Parameter ID | Meaning and values | Default |
---|---|---|---|
Restrict selection for resource assignment |
| The parameter defines which resource types are displayed in the resource listbox (MOD009595). Values
The setting is used in the value range of DI051871 TDI: Restrict FC from DT467 Resource. | 1 |
Change functional project ID globally | change_project_functional_global | Controls whether the functional ID is to be changed globally (e.g. also in already existing status reports).
| 1 |
Edit Project Budget |
| Controls the input and maintenance of the project budget values (Budget (w/o SP), Requested (w/o SP) columns) and Liability values in the Budget module system-wide. Since Approved (w/o SP) values can only be edited and approved per year, they remain unaffected by this global parameter. The functions for transferring project budget values only apply to parameter settings 0-3. For further information, see the description of the Budget module. Caution
Values
| 1 |
Default value for project posting type | project_planning_default | Default value for the posting type of the project Values
| 1 |
Default value for project status | project_state_default | 1 | |
Show WBS code instead of ID |
| This parameter controls whether the functional ID of the task is displayed in the Task field instead of the WBS code. Values
| 1 |
Project Administration
Parameter name | Parameter ID | Meaning and values | Default |
---|---|---|---|
Update calendar: Number of years into the future |
| With this parameter you can define by how many years the calendar is to be moved into the future if it is updated on a fix date. For more information, see the Calendar module. | 4 |
Update calendar: Number of years into the past |
| With this parameter you can define by how many years the calendar is to be moved into the past if it is updated on a fixed date. For more information, see the Calendar module. | -1 |
Load user-defined submodules |
| 1 | |
PDF Export Path | pdf_export_path | Here, the path for PDF export is stored, wich you run via the Extras → Create PDF menu item. After you have selected the menu item, a dialog will be opened in which the target path defined here is displayed. You can consult it in the dialog, if necessary. If no path is defined in the PDF export path parameter, the desktop of the user will be used as a path (%HOMEDRIVE%%HOMEPATH%\Desktop). After confirmation of the default path or selection of another path, the export will be started. If the file already exists in the target, a respective dialog is opened. When printing the file, you can change different parameters like, e.g., format or paper size, via the print options. | |
Number of entries in quick start menu |
| Here you can specify the number of planning objects which is displayed under "Recently viewed” in the Benutzermenü. The number of objects to be displayed is only checked upon session start. If more objects than defined are opened within a session, they will all be displayed under Recently viewed . | 10 |
Project Process
Parameter name | Parameter ID | Meaning and values |
---|---|---|
Default idea process model |
| These parameters control which process model is copied and pasted automatically when ideas/proposals/projects/requests are created. |
Default proposal process model | default_pm_model_intention | |
Default project process model | default_pm_model_project | |
Default request process model | default_request_model |
Resource Requests
Parameter name | Parameter ID | Meaning and values | Default |
---|---|---|---|
Resource requests active | resource_staffing_is_active | This parameter serves to set whether and in what context resource requests are to be active. The selected setting is automatically selected for newly created projects. Values
Note
| 0 |
Exclude requested resources from planning |
| Specifies whether the requested (generic) resource will automatically be excluded from the planning when resource approval is applied. Values
| 1 |
Resource requests: Time grid |
| Time grid within which resource requests can be created or approved. Values
Note
| 4 |
Time Recording
Parameter name | Parameter ID | Meaning and values | Default | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Time recording variant |
| Controls the type of time recording in the Time Recording module Values
| 2 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Max actual hours/day |
| This parameter serves to define the default value which will be stored when new employee resources (resource type = 1*) are created in the Max. actual hours/day field. | 10 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Reverse posting variant |
| Parameter for controlling the automatic Reverse Postings. Values
The parameter is a bitflag, i.e., should automatic reverse posting apply to multiple cases at once, the respective sum values must be used (e.g. "15" for automatic reverse posting in all cases mentioned above).
When you use the 4, 5, 6, 7, 12, 13, 14, 15 setting, the effect of the Time recording key date will virtually be softened. Data can be created manually before or on the key date and already existing postings can be corrected or deleted (e.g. incorrect ones). Reverse postings are then automatically created for them, so that the changes can also be traced before the key date. For this reason, the default value of 11 will be used in PLANTA standard, causing the effect of the key date to remain "hard". | 11 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Hours to be worked and presence time |
| Controls whether the hours to be worked function, the presence times function, or none of them is used in Time Recording.
| 0 |