Settings

Here basic document and Work Breakdown Structure settings can be defined. The settings that can be defined in this pane are described in the following section.

#	Setting	Description
1	Revision Series	The revision number indicates the number of times a document is revised. Different series, like 0, 1, 2, 3, 4, and A, B, C, D etc. can be assigned as revision number. If there are no client revising options then revision number is only used. The revision series to be used for documents in a project can be restricted by selecting the series in project. To select a revision series Click the down-arrow. On the drop-down list all revision series created in Wrench master is displayed. Select your revision series. On the project properties window tool bar click Save to store changes.
2	Allow only project resources as recipients while sharing documents	When a project is created, only Work resources, View resources and External resources have access to the project and its documents. If the project is marked as confidential then only work resources can view or modify documents of the project. But, if the document is to be sent to an unauthorized resource like non-project resource or view resource in confidential project, through transmittals, correspondence, notification mails etc. they would have access to these documents. Although in some cases there are warnings informing the user that non-project resources are in the recipient list, there are no restrictions to who these recipients can be. This is a cause for concern from a confidentiality point of view as the sender can add the recipients of their choice. Hence a provision for the users having edit project permissions to restrict the recipients to resources of the project is provided. On the Project Setting window, under the group Documents a new setting Allow only project resources as recipients is available. If the checkbox next to this option is selected, a warning message is displayed. On clicking YES, setting is enabled and distribution lists, address lists which contain non-project resources that have been assigned to the project is removed. Only project resources will have access to shared documents.
3	Allow document revision number duplication	When a transmittal is released and client comment is updated, internal revision number is not incremented and the document remains still in released status. Now when the document is checked out for the first time after transmittal release, an option to select revision number is enabled and you can select a revision number. If the check box next to this option is not selected, when you select the current revision number of the document from the drop-down list a warning message is displayed informing the user selection of duplicate revision number is restricted. You have to select a different revision number and continue. Internal revision number incremented and status of the document will be work in progress.
4	Allow Duplicate Name	When adding documents or drawings to Wrench drive, adding documents with filename already existing in Wrench drive is restricted. This usually occur when templates are used to add documents. This option permits the user in adding documents with the same file name to Wrench drive.
5	Restrict the editing of Client comment updated on	If this options is selected Client Comment Update On date of transmittal released documents cannot be edited by any user. Only users of customer origin will be able to edit the received back date.
6	Enable X-Ref	Select the check box next to this option to enable X-ref handling for this project. Click the configure button to define link file types.
7	Block File Replication	On selecting the check box next to this, manual replication of documents and drawings related to this project is restricted. Click the browse button next to this option to select the server for which this option has to be blocked.
8	Ageing Days	During the initial stage of a Project, a mutual agreement is made between the company and the client on the number of days the client will take to respond to the submitted documents. This period can be defined as 'Ageing Days' of the project. Enter value here.
9	File Matching option	You can define different file matching options for documents in a project. You can either assign a basic matching option or predefine the matching option format for the documents added under the project. For more information see Selecting file matching options.
10	Numbering Template	There can be practically only one numbering template per project. But in practice, each department may have its own numbering templates. Hence it is required to attach multiple numbering templates per project. To attach or select multiple numbering templates Click the link Numbering Template. Numbering Template selection window is displayed. Select the check box next to the templates that you want to attach. Select a type. Options available are Internal Document Number, Client Document Number and Vendor Document Number. Click OK. Selected numbering templates will be available for the project.
11	TCP/IP allowed for project document access,	In confidential projects which need high security, project documents are to be made accessible only from specified network segments based on TCP/IP address. Hence, a facility to assign each high security projects with a TCP/IP segment, ensuring only users working from this specified network segments will access files of the project is required. Click the hyperlink TCP/IP allowed for project document access, to configure TCP/IP address. For more information refer Restricting project access for internal domain users.
Under the heading General, the following settings are available.
#	Setting	Description
1	Calendar	Click the browse button to select a calendar for the project. All time sheet calculations and notifications would be based on this calendar.
2	Person Hour Rate	In some cases billing of the project may be done against man hours spent on the project. "Person Hour rate" is the cost spent on a person per hour for execution of the tasks assigned to him. Person hour rate field is useful to mention the rate of billing of man hour in the project. This is used internally to calculate the costs of the Tasks based on the resources which in turn can be used to gauge the progress of the Project. Enter a value for Person hour rate here.
3	Inherit custom properties to automatically created linked items from parent.	If this option is selected, custom properties assigned to the parent document or task will be inherited to automatically created linked task or document.
4	Synchronize changes to inherited custom property values	If this option is selected, changes in custom properties assigned to the parent document or task will be inherited to automatically created linked task or document.
5	Link transmittal types only against primary user groups	User may have one or more roles in a project. In the transmittal type master, user cannot create transmittals from roles other than the primary role as only primary user groups are assigned for the User group mapping in Type master. For Example: If an Electrical Engineer has been assigned an additional role of Engineering Document Controller, the same user cannot create transmittal as Engineering Document Controller as it’s not his primary group. But in certain scenario, users may work in roles other than their primary roles in projects. Hence it is required to allow user to use transmittal types assigned to the user’s role in the project. This setting helps in handling this scenario. If this option is selected, in the Type Master window, when user groups are selected for a submission type, only the primary roles assigned against the project work resources is displayed. If this option is disabled, all the user groups assigned against the work resources in the project is displayed. If this option is selected and when user selects a project document and creates a transmittal, only the transmittal types assigned against the project work resource’s primary role is displayed. If the setting is disabled, all the transmittal types configured against both the primary and non-primary roles are displayed.
6	Default incoming transmittal type	Select a transmittal type for incoming transmittal from a drop-down list.
7	Use source transmittal number as incoming transmittal number	This setting is enabled only if the default incoming transmittal type is selected. If this setting is selected, and the user performs the operation Update/Register as Existing, from DocXchange window transmittals are created in the destination instance with the transmittal numbering the same as that present against its respective incoming transmittal. The transmittal numbering template specified against the incoming transmittal type is ignored. In case, if the transmittal number present in the source already exists in the destination, then a duplicate transmittal is not created. Instead, Create Transmittal window is displayed. Users can specify the required transmittal number and create the incoming transmittal.
8	Time zone for updating templates	Usually, SmartProject instances are created in an Azure cloud server and normally the time zone defined in the server will be UTC. When a user logs in to SmartProject, the time displayed here will match the end user's system time (as the server time zone is being converted based on the system time) whereas the date and time mapped to the document template are still mapped in the server time zone. This creates confusion among users, which needs to be resolved. Hence, a provision where the user can define the time zone in the project so that when the date or time is mapped to templates, before updating the template, it is converted to the specified time zone is available. Select the required time zone based on the project from the drop-down list. If a time zone is selected, in the document template mapping and transmittal cover sheet the date and time will be mapped as per the selected Time zone.
Under the heading Workflow, the following settings area available.
#	Settings	Description
1	Retain manually added resources in workflow	If this option is selected, when workflow is refreshed, manually added resources are not removed. Or else they will be removed. This option is selected by default.
2	Retain manually added stage users when revising items	After the document gets released and when it is revised, the previously assigned workflow is retained. However, the previously assigned workflow stage users will not be retained and hence, the stage users need to be assigned again and again. This is a repetitive process. To handle such scenarios in cases where users are assigned manually to workflow stages, if this option is selected, on document revision, if the workflow used in the next revision is the same as that used in the previous revision of the document, then the manually added stage users are retained. When reassign operation is performed in any stages, then those reassigned users are considered in the next revision of the workflow also.�
Under the heading Meeting, the following settings are available.
#	Setting	Description
1	Approver is required for meeting	If this option is selected, minutes of meeting for this project is to be approved by an approver.
Under the heading Task and Progress, the following settings are available.
#	Setting	Description
1	Package based progress measurement	Package based progress measurement in WBS of the project will be enabled if the check box next to this option is selected.
2	Complete task on completion of workflow of linked document	If this option is selected, when workflow of document linked to the task is completed, task is also completed.
3	Update actual finish date when task achieves 100%.	If this option is selected, when the task achieves a progress of 100%, actual finish date of the task in WBS is updated automatically.
4	Use lowest scheduled finish date of rules as task scheduled start date.	In scenarios, where schedules are imported to WRENCH, there are instances where the schedule dates (of ROC) of a deliverable can undergo change. In such cases, when the new dates are imported to WRENCH, the new schedule dates (of ROC) are not being updated to the task schedule dates. If the checkbox next to this option is selected, on clicking the Schedule button, the minimum and maximum dates of the ROC get rolled-up with the start and end dates of the task. If the checkbox next to this option is not selected, on clicking the Schedule button, an alert message “Failed to schedule the task. Scheduled start/finish not updated will be displayed.
5	Calculate progress based on Customer Weightage factor.	On selecting the check box next to this option project progress is calculated in terms of customer weightage factor.
6	Decimal place for percentage values.	Here you can define the number of decimal places that has to be included in percentage values.
7	Enable Previous Cumulative Achieved Quantity	If the checkbox next to this option is selected, while updating progress for a task in bulk , Previous Cumulative Achieved Quantity can be updated.
8	Allow Planned Progress on specific dates	If this option is enabled, system calculates the planned progress based on specific dates. If this option is disabled, hyperlink against ‘PLANNED PROGRESS AS ON’ option will be disabled in the WBS window. When the setting is disabled, in the schedules tab of task details, the hyperlink ‘View planned progress as on a different date’ is hidden.
9	Disallow task progress across multiple roles:	Once this setting is enabled, the earned progress percentage of date-based tasks cannot exceed the planned percentage of its subsequent rule.
10	Auto-reforecast Forecasted Finish Date of Rules	On enabling the setting, if actual finish date of a rule of a date-based task with sequential ruleset is updated, the forecast finish dates of the subsequent rules will be updated automatically.
11	Prefix Ruleset names with Rule name in the templates	If this option is selected, ruleset names are prefixed with rule names while generating import templates or exporting tasks to the excel file. If this option is not selected, while generating import templates or exporting the tasks to excel file, ruleset names are removed from the rule names and unique project rule names are generated.
12	Auto-reforecast Forecasted Finish Date of Rules	If the checkbox next to this option is selected, forecasted finish date of rules are re-forecasted automatically.
13	Prefix Ruleset Name with Rule Name in the templates	If the checkbox next to this option is selected, in the import template generated, rule names are prefixed with ruleset names.
14	Roll-up child level weightage	If the checkbox next to this setting is enabled, on updating progress, the weightage of the child level tasks is rolled up to the summary tasks.
15	Save 'Actual Finish Date' of rules in 'Forecasted Finish Date' also.	If the checkbox next to this option is selected actual finish updated in rules is updated in Forecasted finish date also.
Under the heading Timesheet, the following settings are available.
#	Setting	Description
1	Allow time log entry only to work resource.	If this option is selected only the project resources can create time log entries. If this option is not selected any resources can create time log entry for this project.
2	Time logs on tasks cannot exceed the planned time of the tasks	if the checkbox next to this option is selected, user is restricted from entering time logs more than budgeted or forecasted hours. While entering timesheet, if time entered is more than budgeted or forecasted hours, a warning message is displayed.
3	Normal timelogs cannot exceed resource booking in Project	If the checkbox next to this option is selected, timelogs entered should not exceed the values provided while booking resources in Project
4	Allow timelogs only as per resource booking	If the checkbox next to this option is selected, timelog entry is permitted for a user only based on the resource booking combination defined in the Project/WBS.
5	Approval required for logging overtime	If this setting is selected the request for approval of overtime entry will be mandatory, if this setting is disabled overtime can be entered without overtime request approval. If the checkbox next to this option is selected, browse button next to the option Assign overtime approver is enabled. Click the browse button to select an overtime approver from Search User window.
6	Assign overtime approver	If this filed is enabled, click the browse button to select an overtime approver.
7	Number of hierarchical time sheet approvers	In certain organizations work happens over disciplines as well as projects. Therefore, the time spent by the resources will have to be reviewed and approved by multiple levels of approval authorities. The logs submitted by the user will first get submitted to the first level authority and the first level authority will forward them to the concerned second level approval authority and so on. In such cases number of hierarchical users can be selected her, based on the project requirement.
8	Role is mandatory to save time logs	If the checkbox next to this option is selected, only time logs with a role specified will be saved.
9	Task is mandatory to save time logs	To keep track of the actual hours spent on a particular task by a resource, SmartProject® captures the hours entered by the resource in timesheet and updates the same against the task. As ‘Task’ field is not mandatory in the timesheet module, users may forget to specify the task while entering the time log which makes it difficult for the organization to monitor the actual hours spent on the task. Hence a setting Task is mandatory to save time logs, which helps in making selection of tasks mandatory while logging the time. If this setting is enabled and task is not selected while clicking on Save or Submit for time log entries against that project, then an alert message is displayed.
10	Enable Timesheet Locking	When the setting is selected, the fields Locking Interval and ‘Interval Day/date’ are enabled. Locking interval can be selected from a drop-down list. Options available are Day of each Week and Day of each Month. If the option Day of each Week is selected, Friday is displayed by default as interval. Days of the week are available in the drop-down list. If the option Day of each Month is selected, End of the Month is displayed by default as interval. Dates of the month are available for selection in the drop-down list. If this setting is enabled, user will not be able to submit time logs if any of the selected time log date is before the locking date of the project. Submission of full-Time logs for the week is restricted with a warning message. Defining exceptions in Project Timesheet Locking Though the time sheet is locked on Day of each Week or Day of each Month basis, in some cases this lock must be lifted for some users. To handle this in the Project Setting window, option to define exceptions is available. To define exceptions On the Project Setting window, under the group Timesheet, click the url Exceptions next to the setting Enable timesheet locking. NOTE: This is enabled only if the checkbox next to Enable timesheet locking is enabled and values are entered. Timesheet Exceptions Locking window is displayed. Here exceptions already defined are displayed. Details of the exception like From and To date, Validity date of the exception, Status etc are displayed in different columns. Figure: Timesheet Locking Exceptions window Click the option Add. Add Timesheet Locking Exception window is displayed. Figure: Add Timesheet Locking Exception window On the window enter values for the following fields. From: Select the start date for the exception from a date picker. To: Select the end date for the exception from a date picker. Valid Till: Select the date on which the validity of the exception will expire. Users: Click the + sign to add users to the exception. Search User window is displayed. Select the required users. Click Save to store the values. Timesheet exception saved successfully message is displayed. Obsoleting an exception If an exception created is no longer valid or applicable, user may obsolete the created exceptions. To obsolete an exception Select the exceptions that are to be obsoleted. On the window click Obsolete. The following message is displayed. Figure: Obsoleting an exception Click YES to obsolete the selected exceptions. If the validity of an exception selected for obsoletion is already expired, on clicking obsolete, an alert message One or many selected exceptions are already expired. Such exceptions will be ignored. Obsolete the rest? is displayed. Click YES’ to obsolete the rest of the items ignoring the expired ones in the selection. Click No to abort the operation. Once the exception is obsoleted successfully, status of the exception is changed to Obsolete.
Under the headings Smartfolder, Risk, Cost and BOQ, the following settings are available.
#	Setting	Description
1	Project Linked SmartFolders	Click the browse button to select a smart folder. The Project linked smart folders will be selected while creating a project from an existing project.
2	Risk analysis with cause and consequence	If the checkbox next to this option is selected, advanced risk analysis option is enabled
3	Currency Symbol	Though the currency used by an organization is configured in control panel, each project may have a different currency. Hence it is required to use the organization’s currency in each project and allow it to be changed if required. This will help maintain the actual cost of the resource to the organization and the cost to project as well. Here the currency used in the project that is configured in the masters is displayed. This can be overridden.
4	Precision of decimal places for numeric values	Here decimal places for numeric values can be defined.
45	Send Transmittal release email from common email ID’	For some organisations, transmittal emails sent out to other organisations need to be sent from an organizational email ID and not from the personal email of the Users. This is because in such cases for these Organisation, transmittal emails are an official communication between both the parties. Hence a facility to define whether the transmittal email must be sent from external mail ID is available against transmittal type in a Project.The configuration is provided against transmittal type in project so that user email IDs may be used for transmittal emails in specific type of transmittals like internal transmittals if required. If the setting Send Transmittal release email from common email ID, is selected, hyperlink Configure against the setting will be enabled. Click the hyperlink to configure the Common email ID and password against the Transmittal Type. The following window is displayed. Enter Email ID and Password. Click Test Mail to send a mail to verify the mail credentials.

Document Number	Revision Number
DOC001	A
DOC002	B
DOC003	A
DOC004	A