Articles on: Project

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Project settings

Opening the project settings

Project:

Details
Navigation

Contacts:

Teams
Contact groups
Organizational chart

Documents:

Properties (selection)
Properties (text)
Plot service
Options

Meetings:

Meeting types (with agenda items & templates)

Further settings:

Journal
Categories

The project settings can only be adjusted by project administrators. You can find more detailed information on visibility & authorizations in the following article: Visibilities & authorizations

Open the project settings

The project settings can be opened in the navigation menu or via the project title.

Open settings

Project | Details

The general project details can be edited in the project settings. These include the logo, the project title, the project image, the description, the location, the duration, the client, the guideline and the status.

The status of a project can be set to active or inactive in the details. An inactive project is grayed out in the project overview. The status has no further effects. The following article describes how to end / 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, which are visible to all participants in a project. A new navigation item can be added for this purpose. The title, icon type and URL for the desired content (e.g. Websites, apps or dashboards) can then be entered.

The following settings are also available for embedding in the project navigation.

Integrated: If this option is activated, 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 activated, the entry is displayed under 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.

The following example shows an integrated navigation point with the PowerBI project evaluation.

Project navigation, URL integration, integrated content, highlighted entries, external content

Contacts | Teams

New teams can be added or existing ones removed here. The names of existing teams can also be adjusted.

The "New elements visible by default" option can be used to define so-called basic teams in the project. For basic teams, new tasks & topics as well as new journal entries are visible by default (unless the visibility is actively adjusted, see also Visibilities & authorizations).

The order of the teams can be adjusted using drag & drop. This changes the display order in the contact list, for example. The order is also used to determine the so-called base team of a user. A user's base team is either the user's first team in the list that has the "New items visible by default" option activated (if available) or the user's first team in the list without the option. The base team is used to define the visibility when creating elements and to automatically extend the visibility when the user is added to an element (see also Visibilities & authorizations).

You can find more information about the teams in the following article: Teams.

Teams, access type, full access, restricted access, hierarchy, priorities, visibility, team numbering, access control

Contacts | Contact groups

Contact groups serve as additional communication groups alongside the teams. The contact groups can be used, for example, to add meeting participants or participants to a task at once. You can find more information on contact groups in the following article: Contact groups.

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

Contacts | Organizational chart

The project organization chart can be stored here. This organizational chart is then visible in the contacts for all users in the project.

Documents | Properties (selection)

Specific properties can be created for documents, which are displayed as additional columns. Properties of the "Selection" type can be used to predefine document types or indices, for example.

In the settings of a property, it can be hidden or multiple selection can be activated. If multiple selection is deactivated, only one property per document can be selected in this column.

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

Document types, add columns, document categories, customize categories

Documents | Properties (text)

Properties of the "Text" type can be used to add additional columns with free text in the documents. For example, document numbers can be stored instead of writing them in the document name. This can be hidden in the settings of a property.

Documents | Plot service

The desired provider and preferred location can be selected in the plot service. In addition, the billing address and optionally a contract number, project identification and a note for order creation can be entered. This note is displayed to all users before plotting. The plot service can also be deactivated. How to use the plot service is described in details in the following article: Plotting documents & plans.

If you cannot find your desired provider in the list, please contact support.

Plot service, customize provider plotting, document plot, print plans

Documents | Options

The "Extended folder name" can be set in the options for the documents. What extended folder names are and how they work is described in the following article: Extended folder designation.

Meetings | Meeting types (with agenda items & templates)

Meeting types can be created, adjusted, deactivated and deleted here, and the agenda items and minutes templates for the meeting types can be defined. Further information on meetings can be found in the following articles: Meetings & protocols.

Agenda items

Agenda items are defined across the board in the project and can therefore be used in one or more meeting types. Via "Agenda items" on a meeting type, the agenda items can be created, edited and deleted and selected for the corresponding meeting type. If no agenda items are selected, all agenda items are automatically used.

A clear and uniform agenda for all meetings can significantly simplify the preparation and execution of meetings for all participants. It is therefore recommended to work with a small number of agenda items and to use the same agenda items in the meeting types wherever possible.

Agenda items, meeting preparation, agenda management, meeting types

Protocol templates

Protocol templates are defined across the board in the project and can therefore be used in one or more meeting types. The templates can be created, edited, copied and deleted and selected for the corresponding meeting type via "Protocol templates" on a meeting type.

The customization of log templates is technically very demanding. It is therefore recommended that protocol templates are customized by Support. Protocol templates that have been customized independently cannot be supported by Support.

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

To edit the minutes template, click on "Edit in Word". The logo, formatting and content can then be added or adapted. Several minutes templates can be assigned to a meeting type. To do this, select the desired minutes templates and confirm with "Apply".

If several log templates are assigned to a meeting type, a selection window appears when the log is generated. The desired template can be selected via this.

Minutes templates, meeting management, minutes assignment, meeting customization

Journal

The journal function for the project can be set here. You can find more information about the journal in the following article: Journal.