Project settings
The following article describes what can be set and edited in the project settings.
The project settings can only be adjusted by project administrators. You can find a more detailed description of the authorizations under: Authorizations & Visibilities
Directly to the following sections:
Project
Navigation
Teams
Contact groups
Meeting types and templates
Agenda items
Categories
Documents
Journal
Plot service
Go to Project settings under the desired project in the navigation menu or click on the project title and select Project settings .
General project information can be entered under Project.
The project can be marked as completed by clicking on Complete project. This will display the project as inactive under My projects. Closing a project has no further effects. You can find out how to close / delete the project on buildagil in the article Project completion.
Project-specific entries can be created in the navigation, which then become visible to all participants in a project.
To do this, select the desired type, set a title and insert the link to the desired content (websites, apps, dashboards, etc.).
Integrated: If the "Integrated" option is set to "True", the content is displayed directly in buildagil without having to leave buildagil.
Highlighted: If the "Highlighted" option is set to "True", the entry appears at the top level of the navigation. If the value is set to "False", the entry is displayed below the collapsed navigation item "More".
If integrated external content is not displayed correctly, this is probably due to a lack of technical requirements on the part of the external content.
To ensure clarity for all project participants, we recommend highlighting as few entries as possible.
Example: Navigation entry with integrated PowerBI project evaluation
Example: Highlighted navigation entry
The name of existing teams can be adjusted here. New teams can also be added by assigning the name to a team. The authorizations in buildagil are controlled via the teams, detailed information on this can be found in the following article: Authorizations & Visibilities . The display order of the teams can be adjusted via the numbering. This also changes the priority of a team. The access type has the following effect:
This means that new tasks and topics are visible to this team by default (unless the visibility of the respective item is manually restricted when it is created). The access type has no influence on existing elements, folders and documents.
Restricted access: This means that new tasks and topics are not visible to this team by default (unless someone from this team is involved in the task/topic). The access type has no influence on existing items, folders and documents.
Hierarchy / priorities:* The order of the teams has an influence on the visibility of tasks, topics, meetings and other elements under the following circumstances: If a person is in multiple teams and is added to an item, by default, the team higher in the order (lower number) will be authorized to the item. It is therefore advisable to assign teams for smaller groups with more specific access rights higher than larger teams with many people.
The access type of a team cannot be changed by you. Please contact support for this. Further information on authorizations can be found here: Visibilities and authorizations
Further information on the teams can be found at: Teams
Contact groups serve as additional communication groups alongside the teams, but no authorizations are assigned to the contact groups. To use contact groups, they must be activated and then any contact groups can be added.
The contact groups can be used, for example, to add meeting participants or participants to a task with one click.
Further information on the contact groups can be found at: Contact groups
New meeting types can be added here, existing ones can be adjusted or deleted.
Use the meeting distributor for the desired meeting types by activating the default meeting distributor.
In addition, one or more log templates can be created for each meeting type.
Further information on the meetings can be found at: Meetings and protocols
To assign a log template to a meeting type, click on Select templates. A drop-down menu then opens in which the template can be selected.
You can find more info on log templates in the following article: Create and edit log templates
New agenda items can be added here, existing ones can be adjusted or deleted.
Agenda items that have already been used cannot be deleted.
Click on the recorder icon to change the name of the agenda item, then click on the check mark to save the change.
Select the agenda item and click on delete to delete it.
Predefined main categories can be found here, which can be renamed as required. New subcategories can be created for each main category. The categories can be assigned to documents, meetings, milestones, pending items and journals.
Rename main category
The predefined main categories can be renamed by clicking on the category name with the mouse and editing it.
Create new subcategory
To create a new subcategory, click on the New subcategory button, enter the name for the subcategory and select a color by clicking in the color box. Click on the tick to save.
The color is then used when displaying the categories.
Customize subcategory
Click on the pencil symbol, now it is possible to adjust the name in the subcategory field by clicking in the field with the mouse. The color can also be changed using the color box.
Delete subcategory
Select the subcategory and click delete.
Disable subcategory
Deactivate a subcategory if it is no longer active but still needs to be found.
Specific categories can be created for documents, which are listed as additional columns.
Define document type or additional category columns via the Documents project settings.
The edit of the specific categories is identical to the normal Categories.
The specific categories can be selected in the corresponding column.
Example categories "Document type" and "Index":
If the switch is set to Yes, the "Extended folder designation" is activated in the project.
What "Extended folder names" are and how they work is described in the following article: Extended folder designation
Deactivate the journal function if it is not required in the project.
Further information on the journal can be found at: Journal
Activate the plot service and select your provider.
If you cannot find your desired provider in the list, please contact our support.
The following article describes the functionalities: Plot service
The project settings can only be adjusted by project administrators. You can find a more detailed description of the authorizations under: Authorizations & Visibilities
Directly to the following sections:
Project
Navigation
Teams
Contact groups
Meeting types and templates
Agenda items
Categories
Documents
Journal
Plot service
Open settings
Go to Project settings under the desired project in the navigation menu or click on the project title and select Project settings .
project
General project information can be entered under Project.
The project can be marked as completed by clicking on Complete project. This will display the project as inactive under My projects. Closing a project has no further effects. You can find out how to close / delete the project on buildagil in the article Project completion.
navigation
Project-specific entries can be created in the navigation, which then become visible to all participants in a project.
To do this, select the desired type, set a title and insert the link to the desired content (websites, apps, dashboards, etc.).
Integrated: If the "Integrated" option is set to "True", the content is displayed directly in buildagil without having to leave buildagil.
Highlighted: If the "Highlighted" option is set to "True", the entry appears at the top level of the navigation. If the value is set to "False", the entry is displayed below the collapsed navigation item "More".
If integrated external content is not displayed correctly, this is probably due to a lack of technical requirements on the part of the external content.
To ensure clarity for all project participants, we recommend highlighting as few entries as possible.
Example: Navigation entry with integrated PowerBI project evaluation
Example: Highlighted navigation entry
Teams
The name of existing teams can be adjusted here. New teams can also be added by assigning the name to a team. The authorizations in buildagil are controlled via the teams, detailed information on this can be found in the following article: Authorizations & Visibilities . The display order of the teams can be adjusted via the numbering. This also changes the priority of a team. The access type has the following effect:
This means that new tasks and topics are visible to this team by default (unless the visibility of the respective item is manually restricted when it is created). The access type has no influence on existing elements, folders and documents.
Restricted access: This means that new tasks and topics are not visible to this team by default (unless someone from this team is involved in the task/topic). The access type has no influence on existing items, folders and documents.
Hierarchy / priorities:* The order of the teams has an influence on the visibility of tasks, topics, meetings and other elements under the following circumstances: If a person is in multiple teams and is added to an item, by default, the team higher in the order (lower number) will be authorized to the item. It is therefore advisable to assign teams for smaller groups with more specific access rights higher than larger teams with many people.
The access type of a team cannot be changed by you. Please contact support for this. Further information on authorizations can be found here: Visibilities and authorizations
Further information on the teams can be found at: Teams
Contact groups
Contact groups serve as additional communication groups alongside the teams, but no authorizations are assigned to the contact groups. To use contact groups, they must be activated and then any contact groups can be added.
The contact groups can be used, for example, to add meeting participants or participants to a task with one click.
Further information on the contact groups can be found at: Contact groups
Meeting types & templates
New meeting types can be added here, existing ones can be adjusted or deleted.
Use the meeting distributor for the desired meeting types by activating the default meeting distributor.
In addition, one or more log templates can be created for each meeting type.
Further information on the meetings can be found at: Meetings and protocols
To assign a log template to a meeting type, click on Select templates. A drop-down menu then opens in which the template can be selected.
You can find more info on log templates in the following article: Create and edit log templates
Agenda items
New agenda items can be added here, existing ones can be adjusted or deleted.
Agenda items that have already been used cannot be deleted.
Click on the recorder icon to change the name of the agenda item, then click on the check mark to save the change.
Select the agenda item and click on delete to delete it.
Categories
Predefined main categories can be found here, which can be renamed as required. New subcategories can be created for each main category. The categories can be assigned to documents, meetings, milestones, pending items and journals.
Rename main category
The predefined main categories can be renamed by clicking on the category name with the mouse and editing it.
Create new subcategory
To create a new subcategory, click on the New subcategory button, enter the name for the subcategory and select a color by clicking in the color box. Click on the tick to save.
The color is then used when displaying the categories.
Customize subcategory
Click on the pencil symbol, now it is possible to adjust the name in the subcategory field by clicking in the field with the mouse. The color can also be changed using the color box.
Delete subcategory
Select the subcategory and click delete.
Disable subcategory
Deactivate a subcategory if it is no longer active but still needs to be found.
Documents
Specific categories can be created for documents, which are listed as additional columns.
Define document type or additional category columns via the Documents project settings.
The edit of the specific categories is identical to the normal Categories.
The specific categories can be selected in the corresponding column.
Example categories "Document type" and "Index":
If the switch is set to Yes, the "Extended folder designation" is activated in the project.
What "Extended folder names" are and how they work is described in the following article: Extended folder designation
Journal
Deactivate the journal function if it is not required in the project.
Further information on the journal can be found at: Journal
plot service
Activate the plot service and select your provider.
If you cannot find your desired provider in the list, please contact our support.
The following article describes the functionalities: Plot service
Updated on: 15/11/2024