Articles on: Project

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Project settings

Opening the project settings

project:

Details
Navigation

Contacts:

Teams
Contact Groups
Organizational chart

Documents:

Selection Criteria
Text Properties
Plot service
QR code
Extended Folder Name
File Naming Conventions

Meetings:

Meeting Types (with Agenda Items & Templates)

Additional Settings:

Journal
Categories

Project settings can only be adjusted by project administrators. For more detailed information on visibility and permissions, see the following article: Visibility & Permissions

Opening the Project Settings

You can open the project settings from the navigation menu or by clicking the project title.

Open Settings

Project | Details

You can edit the general project details in the project settings. These include the logo, project title, project image, description, location, duration, client, guideline, and status. You can edit the title, description, location, duration, and client by clicking on the current text. The project logo is scaled to a size of 200x200 pixels.

In the details section, a project's status can be set to active or inactive. An inactive project is displayed in gray in the project overview. The status has no other effects. The following article describes how to end or delete a project on buildagil: Project Completion

Project Details, Project Title, Project Image, Description, Client, Guideline, Project Status

Project-specific entries can be created in the navigation menu, which are visible to all individuals involved in a project. To do this, you can add a new navigation item. You can then enter the title, the icon type, and the URL for the desired content (e.g., websites, apps, or dashboards).
In addition, the following settings are available for embedding in the project navigation.

Integrated: When this option is enabled, the stored URL is displayed directly in buildagil without having to leave the application.
Highlighted: The entry appears at the top level of the navigation. If this option is not selected, the entry is displayed under the collapsed navigation item “More.”

You can move or delete the navigation items using the options via drag-and-drop.

If embedded external content does not display correctly, this is likely due to a lack of technical requirements on the part of the external content provider.

To ensure clarity for all those involved in the project, it is recommended to highlight as few entries as possible.

The following example shows an embedded navigation point with the value PowerBI Project Evaluation.

Project navigation, URL integration, embedded content, featured entries, external content

Contacts | Teams

Here, you can add new teams or remove existing ones. You can also edit the names of existing teams. Teams are used to control visibility and permissions in buildagil. Teams defined in the settings can then be selected at Create or Edit under External Contacts & Users. For more information about teams, see the following article: Teams.

The "New items visible by default" option can be used to define so-called base teams in the project. New tasks, topics, and journal entries are visible by default to base teams (unless visibility is actively adjusted; see also Visibility & Permissions).

You can use drag-and-drop to adjust the order of the teams. This changes the display order in the contact list, among other places. The order is also used to determine a user’s base team. A user’s base team is either the first team in the user’s list that has the “New items visible by default” option enabled (if available) or the first team in the user’s list without that option. The base team is used to determine visibility when creating items, as well as to automatically extend visibility when adding the user to an item (see also Visibility & Permissions). The team name can be edited by clicking on the current text.

Teams, access type, full access, restricted access, hierarchy, priorities, visibility settings, team numbering, control access, team name can be overwritten

Contacts | Contact Groups

Contact groups serve as additional communication groups alongside teams. Contact groups can be used, for example, to add meeting participants or task members all at once. For more information on contact groups, see the following article: Contact Groups.

Contact groups, project communication, meeting participants, task participants, group management, group selection

Contacts | Organizational Chart

The project organizational chart can be uploaded here. This chart will then be visible to all users in the project under "Contacts."

Documents | Selection Properties

Specific properties can be created for documents, which are displayed as additional columns. For example, "Selection" properties can be used to predefine document types or indexes. In a property’s settings, you can hide it or enable multiple selection. If multiple selection is disabled, only one property can be selected per document in this column. Using the options, you can move or delete the group of selection properties via drag-and-drop. The selection property options can be disabled or deleted. The selection property options are sorted alphabetically.

The specific properties can be selected in the documents in the corresponding column.

Document Types, Add Columns, Document Categories, Customize Categories

Documents | Text Properties

Properties of the "Text" type allow you to add additional columns with free-form text to documents. This makes it possible, for example, to store document numbers instead of including them in the document names. A property can be hidden in its settings. Using the options, text properties can be moved or deleted via drag-and-drop. For technical reasons, a maximum of two columns of the “text property” type can be defined.

Documents | Plot Service

In the plot service, you can select the desired provider and your preferred location. You can also enter the billing address and, optionally, a contract number, project ID, and a note for order processing. This note is displayed to all users before plotting begins. The plot service can also be disabled. The following article describes in detail how to use the plot service: Plotting Documents & Plans.

If you can't find the provider you're looking for in the list, please contact Support.

Plotting documents from buildagil triggers an email to the selected plot service. Sending plotting jobs via buildagil does not incur any additional costs.
The plot service receives an email containing the specified recipient address, links to the documents, delivery method and date, billing address, contract number, project identifier, and order reference (automatically created by buildagil). The customer is copied (CC) on the email. If there are any questions or changes regarding the order, the plot service can be contacted directly.

Plot service, Custom plotting, Document plotting, Printing plans

Documents | QR Code

The position and label of the QR code can be customized for each project. You can also save multiple configurations per project. If no label is selected, the default text "Latest version?" is displayed. This allows the QR code to be adapted to the layout of the respective PDF document. The following article describes in detail how QR codes can be used: Version Verification Using a QR Code for PDF Documents.

QR code position, layout adjustment, multiple configurations, QR code integration, version check

Documents | Extended Folder Name

You can configure "Extended Folder Names" in the documents. The following article explains what extended folder names are and how they work: Extended Folder Name.

Document structure, folder labeling, folder logic, folder rules, document organization, folder definition, project structure, folder management

Documents | File Naming Conventions

Project-wide file-naming conventions can be defined. This allows you to establish clear rules for naming files, ensuring structure, traceability, and automated review. The conventions can be applied to specific folders or file types and configured individually.

For more information on configuring the convention elements, see the article: Configuring File Naming Conventions.
For more information on how to use this in your project, see the article: Use of File Naming Conventions.

Project-wide rules, file naming, file structure, automatic name validation, document management, naming logic

Meetings | Meeting Types (with Agenda Items & Templates)

Here, you can create, customize, deactivate, and delete meeting types, as well as define the agenda items and meeting minutes templates for each meeting type. For more information about meetings, see the following articles: Meetings & Protocols. You can edit the meeting name by clicking on the current text.

Agenda items
Agenda items are defined globally within the project and can thus be used in one or more meeting types. By clicking “Agenda Items” for a meeting type, you can create, edit, and delete agenda items, as well as select them for that specific meeting type. If no agenda items are selected, all agenda items are automatically used.

A clear agenda that is consistent across all meetings can significantly simplify the preparation and execution of meetings for all involved. It is therefore recommended to keep the number of agenda items to a minimum and, whenever possible, to use the same agenda items for different meeting types.

Handling the Rescheduling of Agenda Items in Different Meeting Types
If a Task / Topic is used in multiple meeting types that contain different agenda items, it may suddenly be assigned to a different agenda item or appear under "No Agenda Item." The reason for this is that the agenda item assignment is saved in the task/topic. If the task/topic is added to a meeting that does not contain the agenda item from the original meeting, the assignment cannot be carried over. The task/topic then appears under “No Agenda Item.” If a different agenda item is selected, the original assignment is replaced and overwritten.

The following approaches can help prevent this behavior:
• Use a consistent agenda structure for both meeting types
• Consider the printed protocol to be the authoritative source as soon as the meeting is completed (the attribution in the interactive protocol is usually no longer relevant after that)
• Link the task/topic in the description to another element (e.g., a topic)

Agenda items, meeting preparation, agenda management, meeting types

Minutes Templates
Minute templates are defined across the project and can thus be used in one or more meeting types. Using the "Minute Templates" option for a meeting type, you can create, edit, copy, and delete templates, as well as select them for the corresponding meeting type.

Customizing report templates is technically very complex. We therefore recommend that you have Support customize your report templates for you. Support cannot assist with report templates that you have customized yourself. However, templates you have customized yourself can be restored using the version history of the Word document.

Variables in the format {{...}} must not be modified, as they are automatically assigned by buildagil.

To edit the meeting minutes template, click "Edit in Word." You can then add or customize the logo, formatting, and content. Multiple meeting minutes templates can be assigned to a single meeting type. To do this, select the desired meeting minutes templates and confirm by clicking "Apply."

If multiple meeting minutes templates are assigned to a meeting type, a selection window appears when the minutes are generated. This allows you to select the desired template.

Meeting template, meeting management, meeting assignment, meeting customization

Journal

Here, you can enable or disable the journal feature as well as the controls and inspections for the project. For more information about the journal, see the following articles: Journal, Controls & Inspections.