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Company settings — Advanced settings

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Overview

The advanced settings offer a range of options, including uploading a company logo, visibility of portfolios, SPI and CPI values (project health metrics), project auto-archiving and date rollup. 

Company logo

You can upload/change your company logo. The logo will appear at the bottom of the left-hand menu.

To upload your company logo:

  1. Go to User menu > Company settings > Advanced settings > Company logo.
  2. Click within the logo placeholder.
  3. Locate the graphics file with your logo on your computer.
    Supported formats: PNG, JPG or GIF.
    Maximum image size: 5 Mb.
  4. Click Open.
  5. The image file will upload automatically.

To change the company logo:

  1. Go to User menu > Company settings > Advanced settings > Company logo.
  2. Click the logo.
  3. Repeat the steps 2-4 above.

Visibility settings

This section in the Advanced settings  (Company settings > Advanced settings) deals with whether or not portfolios are to be shown and the creators have full access to the projects they have created regardless of their role and/or access permissions.

The settings and effects they take are presented in the table:

Setting Effect
Show portfolios When this option is selected, the Portfolio section is enabled in Birdview, giving access to creating/viewing/managing portfolios.
Project creator has full access to project When this option is selected, the creator is granted full access to his/her project*.
*
The "Project creator has full access to project" option overrides project-level permissions as an exception to the access rules.

To change these settings, follow these steps:

  1. Login as Administrator (or a user who has the "Manage system settings" permission). If you are already logged in, skip this step.
  2. Click through User menu > Company settings.
  3. Go to Advanced settings tab.
  4. Under Visibility settings make changes, as appropriate. The changes are saved automatically.

Account defaults

This section stores default values for some visibility settings. These include:

  • Show timelog details
  • Show weekly assignments
  • Show hours for activities

The all three defaults refer to the Weekly Timesheet page.  See Time tracking - Weekly timesheets to learn more.

 

Project health (earned value analysis) settings

This group of settings allows you to set SPI and CPI thresholds. These settings pertain to project health in terms of EVA (earned value analysis).

Setting Effect Comment
Calculate CPI and SPI individually (if one is unavailable)* You may use this option if SPI or CPI is unavailable or zero. Use the option if you do not want zero SPI or CPI to affect the health value of your project(s).
SPI threshold* Set a Schedule performance index to assess the efficiency of your projects in terms of time performance.  
CPI threshold* Set a Cost performance index to assess the efficiency of your projects in terms of cost performance.  
*
You can use any decimal number (rounded to two decimal places) from 0 to 100 for both indices.

Notification settings

The only setting in this section is the master switch to enable/disable the Birdview notification system. If turned off, the setting prevents notifications to be enabled at the user's level.

Resource management settings

The only setting in this section is the master switch to enable/disable the resource request approval. If turned off, allocations cannot be approved in Planning. To read more about resource requests, see Planning - resource requests.

Auto-archive projects

The setting allows you to select whether and after how many months or years, a closed (with a treat-as-completed status) project should be auto-archived.

The available choices are:

  • Disabled
  • 3 months
  • 6 months
  • 1 year
  • 2 years
  • 3 years
  • 4 years
  • 5 years 

Dates rollup

The master toggle turns on/off dates rollup. This feature controls the way project/activity or parent/child activity dates interact: when enabled—lower level dates roll up to the project level; when disabled—no rollup takes place. To read more about the feature, see Date rollup.

 

Video opens at 0:47: logo, currency, project health, notifications and more

 

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