.. include:: ImageReplacement.txt

.. title:: Global Parameters

.. index:: Global Parameters

.. _global_parameters:

Global Parameters
#################

Global parameters screen allows configuration of application settings.

depending on the modules installed, some tabs may not appear.

.. tip:: 
   
   **Good to know**
   
   .. image:: /images/GUI/GLOBALPARAM_ZONE_Tooltip.png
      :alt: display infos
   
   Moving the mouse over the caption of a parameter will display a tooltip with more description about the parameter.

.. _work:

Tab Work time
*************
     
.. topic:: Work time sections

   * :ref:`Daily work hours<daily-work-hours-section>`
   * :ref:`Open day<open-day-section>`
   * :ref:`Unit for work<unitForWork-section>`
   * :ref:`Timesheet<realWorkAllocation-section>`
   
.. _daily-work-hours-section:

.. rubric:: Daily work hours

Definition of the working hours applied in your company.

Used to calculate the time based on "hours worked".

 .. compound:: working hours per project

   You can also apply specific working hours to each of your projects by setting the working hours per project option to yes.
   
   You can then apply specific working hours on the project screen.


.. figure:: /images/GUI/GLOBALPARAM_ZONE_WorkingHours.png
   :alt: Workflow screen
   
   Workflow screen
   
   
.. _open-day-section:

.. rubric:: Open days

Possibility to define the working days in the company. 

For each day of the week, you can choose between open days or off days.

See: :ref:`Resource<calendars>` section Calendars

.. note:: 
   
   This parameter are taken into account in : **working days on calendars**, 
   
   the working days on the calculation and the display, the working days on the display of real work allocation.

.. index:: Real work allocation (Unit for work)
.. index:: Workload (Unit form work)

.. _unitForWork-section:


.. rubric:: Units for work

Parameters to determine the units used to calculate the actual work

   .. compound:: Unit for Timesheet (real work) & Unit for Workload
      
      Parameters to real work allocation and workload.
      
      The fields Unit for real work allocation and for all work data can be in days or hours.

   .. compound:: Number of hours per day
   
      Allows to set number of hours per day.

.. warning::
     
  * If both values are different, rounding errors may occur.
  * Remember that data is always stored in days.   
  * Duration will always be displayed in days, whatever the workload unit. 
  
  
.. index:: Real work allocation (Parameters)

.. index:: Timesheet (Parameters)

.. _realWorkAllocation-section:

.. rubric:: Timesheet

Defines behavior of tasks in the real work allocation screen.

   .. compound:: Display only started tasks
   
      Display only tasks with the :ref:`Macro status<treatment-section>` activated.
   
   .. compound:: Set to first 'in progress' status
   
      Change the status of the task to the first "in progress" status when actual work is entered.
   
   .. compound:: Set to first 'done' status
   
      Change status of the task to the first "done" status when no left work remains.
         
   .. compound:: Max days to book work (warning) :
   
      Number of days that user can enter real work in the future before getting a warning.
      
      Leave blank if you do not want warning.
      
      This parameter does not apply to administrative projects
    
   .. compound:: Max days to book work (blocking)
   
      Number of days that user can enter real work in the future. This limit is blocking.
      
      Leave blank if you do not want blocking.
     
      This parameter does not apply to administrative projects.
            
   .. compound:: Lock timesheet before validated start date
      
      In the planning modes "must start on the validated date" and "does not start before the validated date", it is possible to block the resource allocation sheets before the validated start dates entered      
  
   .. compound:: Alert resource on input done by someone else
   
      Alert the resource when some real work is entered by someone else.
      
      Select your type of alert : Internal, Email, both or none.
      
   .. compound:: Alert when timesheet canceled by other
   
      Send an alert or mail when timesheet is cancelled by another resource.
      
      Select your type of alert : Internal, Email, both or none   
   
   .. compound:: Display pools on timesheet
   
      Possibly to display the pool whose the resource belongs to.
   
      You can manage different trigger settings per recipient

      .. warning:: Resources that do not have access to the imputations screen do not receive these alerts

   .. compound:: Show pool to update their left work

      This option is only accessible if the previous one is set to no.
      
      When the resource pools are not displayed in the allocation lines, an icon gives you the possibility of displaying at least the remainder to be done for them.      
         
      .. figure:: /images/GUI/GLOBALPARAM_ZONE_PoolLineRAF.png
         :alt: Line of the pool

         Line of the pool      
         
      .. figure:: /images/GUI/GLOBALPARAM_ZONE_PoolLineRAFcomplete.png
        :alt: Line of the pool

        Line of the pool         
      
      * Click on |team| to view the resource pool row and edit the left work.   
      
      
      
   .. compound:: Auto update left work on Pool
   
      Auto update of left work on pool when resource add real work on activity with no left work

      
   .. compound:: After submit, alert to project leader
     
      After submission what type of alert would you want to send to the project leader 
   
   .. compound:: After submit, alert to team manager
     
      After submission what type of alert would you want to send to the team manager
     
   .. compound:: After submit, alert to organism manager
     
      After submission what type of alert would you want to send to the organism manager  
  
   .. compound:: if work input to soon, alert to the project leader 
   
      If the resource starts filling out actual work on an activity that shouldn't start on the date of this posting, then the project manager can receive an alert, an email, or both.
  
   .. compound:: Timesheet input format
   
         - Week / Month: You can choose between displaying by week or by month directly on the allocation sheet using the dedicated button. 
         - Week: Display will only be done per week. 
         - Month: Display will only be per month Be careful with this display which can cause problems on screens that are too small (<15") 
 

   .. compound:: Hide button "Enter real as planned" 
   
      Define whether to show/hide autofill of scheduled work.
   
      .. figure:: /images/GUI/GLOBALPARAM_ZONE_EnterReal.png
         :alt: Enter real as planned on the timesheet screen
         
         Enter real as planned on the timesheet screen
         
         
  
.. _gp-tabActivity:

Tab Activity
************

.. topic:: Activity tab's sections

   * :ref:`Tickets<globalParam_tickets>`
   * :ref:`Control and restriction<gp-control-restict-section>`
   * :ref:`Leaves system<leaves-system>`

   
   
   
.. _globalParam_tickets:

.. rubric:: Tickets

Specific behavior for ticket management 

   .. compound:: Only responsible works on ticket
   
      Only responsible can enter some real work on the ticket.
   
   .. compound:: Ticket responsible from product Responsible
   
      Select if the product Responsible is displayed ( always, if empty, never) as Ticket Responsible on that screen
   
   .. compound:: Limit planning activity to those with flag
   
      Display planning activity selected for the ticket
   
   .. compound:: Enable to filter ticket reports by priority
    
      Can display tickets on Report screen by level of priority
   
   .. compound:: Display ticket at client level
   
      Display of tickets on the client screen and on the Contacts screen
   
   .. compound:: Display ticket at version level
   
      Display of tickets on the version screen 
   
   .. compound:: Manage accountable on tickets
   
      Display the coordinator as Accountable, so the Responsible is the current actor

 
      
      
      
       
.. _gp-control-restict-section:

.. rubric:: Controls and restrictions

Specific parameters for the control and management of restrictions

   .. compound:: Allow type restriction on project
   
      Allow to define additional restriction's type on each project additionally to restrictions defined at project type level. 
   
      If so, a Restrict Types button appears in the detail area and allows you to define the type restriction .

      .. image:: /images/GUI/GLOBALPARAM_ZONE_RestrictType.png

   .. compound:: Restriction on types by profile hides items

      If set to yes, users with profiles won't see items of unselected types
      
      If set to no, users will just not have possibility to create new items with such types

      .. figure:: /images/GUI/GLOBALPARAM_BOX_RestrictType.png
         :alt: Restrict type box
         :align: center
         
         Restrict type box

   .. compound:: Limit the functions to those of the resource 
   
     On assignments limit functions to those of the resource. Ones with cost and defaut one.



.. _leaves-system:

.. rubric:: Leaves system

Allows you to determine who will be the administrator of regulated absences.

The administrator of regulated absences can define the parameters and authorizations of the screens in this module.





.. _gp-planning:
    
Tab Planning
************


.. topic:: Display tab's sections

   * :ref:`Planning<gp_planning-section>`
   * :ref:`Milestones<gp-milestones-section>`
   * :ref:`Allocation & assignation<gp-assign-alloc>`
   * :ref:`Automation<GlobalParam_automation>`
   
   
.. _gp_planning-section:

.. rubric:: Planning

Specific parameters about Gantt planning presentation.

   .. compound:: Do not start before the validated start date
   
      This option allows you to use the validated dates of the project to start it at a later date. 
      
      * Planning only starts from this date, as if there was a fixed milestone preceding the project.
      
      * Resource timesheets on the project will be blocked before the specified date.
      

   .. compound:: priority of activities from end date
   
      If this parameter is Yes, the activities will be prioritized according to the validated end date.
      
      .. figure:: /images/GUI/GLOBALPARAM_ZONE_PriorityEndDate.png
         :alt: global parameter "priority of activities from end date" On
         
         Despite its priority place in the WBS, the Evolution X - Analysis activity is scheduled after the Evolution X - Development activity due to its end date later than the second
         
      * End date can be inherited from successors or parents
      * Whether this parameter is Yes or No, the last priority criterion is the order in the WBS.
      * Prioritization by end date occurs just before this default criterion.

   .. compound:: Show resource in Gantt
   
      Select if the resource can be displayed in a Gantt chart, and format for display (name or initials or none).
   
   
   .. compound:: Apply strict mode for dependencies
   
      Defines if a task can begin the same day as the preceding one.
   
        * If yes, the successor should begin the next day 
        * If no, the successor can start the same day.
        
   .. compound:: Manual progress of fixed-duration activities 
   
      Choose whether the progress should be calculated or entered manually.
      
   
   
   .. compound:: Possibility of managing activities on real time
  
      If yes, you correlate the validated, assigned, actual loads and the rest to be done. 
      
      That is, the validated load, the assigned load and the revised (reassessed) load will always be equal.
      
      If so, the addition of an "activity over time" option is added to the :ref:`activity types<activity-type>`.

      .. warning:: 
      
         This option is not available for activities managed in work units.
  
      
.. _GP-manualplan-workas:
           
   .. compound:: Manual planned interventions enter work as
      
      Choose whether the work entered in the manual planning should be saved as real work or planned work.
      
      See: :ref:`Manual planning mode<mode-manualplanning>`
      
      See: :ref:`Planned Interventions<planned-interventions>`
      

.. _GP-effectCapacity:

    
   .. compound:: Effect of capacity on planned interventions 
      
      * **Limit duration**
      
      Limit duration a resource with capacity 0.8 can be planned only one half-day of 0.5d   
      
      * **Determine Duration**
      
      Determine duration a resource with capacity 0.8 can be planned on 2 half-days of 0.4d each
      
      * **None**
      
      A resource with capacité 0.8 can be planned on 2 half-days of 0.5d each    

   
.. _GP-MaxItem:

    
   .. compound:: max items to display in Gant Planning 
      
      You choose the number of rows you display in the Gantt chart.
      
      
      

.. _gp-milestones-section:

.. rubric:: Milestones

Specific parameters for Milstones management 

   
   .. compound:: Auto link the milestone
    
      It optionally allows you to display the element linked to the milestone (The option above should be on "yes" to have access to the selection of milestone targetted)
   
   .. compound:: Set milestone from product version
    
      It optionally allows you to automatically retrieve the milestone from the milestone of the Project Version.
       
   .. compound:: Update milestone responsible from deliverable
    
      Update milestone Responsible automatically when the Responsible of deliverable has changed.
   
   .. compound:: Update milestone responsible from incoming
    
      Update milestone Responsible automatically when the Responsible of deliverable has changed.
   
   .. compound:: Update deliverable responsible from milestone
    
      Update deliverable Responsible automatically when the Responsible of mielstone has changed.
   
   .. compound:: Update incoming responsible from milestone
    
      Update incoming Responsible automatically when the Responsible of milestone has changed.  
       
          
          
          
.. _gp-assign-alloc:

.. rubric:: Allocation & Assignation 

Specific parameter for Pool of resource et behavior on activities.

   .. compound:: Automatic allocation of pool resources 
   
      Automatic allocation of resources of the pool when allocating a pool to a project.
      
       .. compound:: Explicit allocation
      
         When you assign the pool to the project, the resources will appear in the allocation table in addition to the pool row. 
            
         And in the drop-down list of resources for assigning to activities.
      
       .. compound:: Implicit allocation
         
         When you assign the pool to the project, only the row of the pool is shown in the allocation table. 
            
         The resources composing it are however present in the drop-down list of resources on the table of assignments.
      
       .. compound:: No
            
         None of the resources making up the pool are visible in the assignments table and they will not appear in the drop-down list of assignments.
      

   .. compound:: Status change on assignment 
   
      When you assign a resource to a schedulable element of ProjeQtOr, you can modify the status of the element when creating an assignment.

      For this behavior to be effective, you must specify which status will trigger this behavior. See: :ref:`status`

      When creating the assignment, the status will be automatically changed unless it was already in the trigger status..
   
   

.. _GlobalParam_automation:

.. rubric:: Automation

Parameters to manage automations

   .. compound:: Consolidate validated work & cost
   
      Select if validated work & cost are consolidated on top activities and therefore for projects.
      
      Select whether posted work and cost are consolidated across major activities and therefore across projects.
      
      It is therefore the charges and costs of the sub-activities that will be transferred to the "mother" activities and therefore to the projects.
     
         * **Never**: Not consolidated. Charges and costs will only be entered and consolidated manually.
         
         * **Always**: The values are always replaced on the parent activities and the project. If the parent activities were filled in then the values will be overwritten by the child activities.
         
         * **Only is set**: Replaces values only if parents are given. An exception is made if the parent is set to 0 / "null". In this case, the parent is not overwritten.

  
  
.. _auto-responsible:

   .. compound:: Auto set Responsible if single resource:
   
      Behavior about management of responsible, including automatic initialization of responsible.
   
      Automatically set Responsible if not set and by the only one resource allocated to the project 
   
   .. compound:: Auto allocated manager to the project:
       
      Automatically create an allocation for the project Manager to the project. He should be a resource.
   
   .. compound:: Auto set responsible if needed:
    
      Automatically set Responsible to current resource (as using the element) if not set and if a Responsible is required (respecting access rights)
   
   .. compound:: Auto assign responsible to activity:
    
      Assign automatically the Responsible to activity
    
   .. compound:: Auto set parent status:
    
      Automatically set the status of the parent element (in the WBS structure) from the status of the child elements.
      
      So that when the first child changes to "in progress", the parent changes to "in progress" and when all children are done, the parent changes to done. 
            
            
     
      
      
      
      




.. _display:
    
Tab Display
***********


.. topic:: Display tab's sections

   * :ref:`Display<global-display-section>`
   * :ref:`Translation<gp-translation-section>`
   * :ref:`Default values for user parameters<gp-default-values-section>`
      
.. _global-display-section:

.. rubric:: Display

Graphic interface behavior and generic display parameters.

   .. compound:: Name of the instance
   
      Change the window's name. The name appears at the top center of the window.
   
   .. compound:: Max number of projects on today
   
      Limit the display of the "today list". items are generally ordered by issue date increasing.
   
   .. compound:: Max items to display in Today lists
   
      Limit the display of items displayed in sections of the Today screen. Items are generally ordered by ascending issue date.
   
      .. compound:: Quick filtering by status
   
      Display one button. Allow to filter on lists the element by status checking boxes. Refresh to make appear on boxe a new state just created on list .

  
.. _gp-translation-section: 

.. rubric:: Translation

Choose how the monetary units behave in your area

   .. compound:: Currency
   
      Choose your symbol displayed on each monetary box
   
   .. compound:: Currency position for cost display
   
      Symbol sets  before or after each monetary box
      
      
      
      

.. _gp-default-values-section:

.. rubric:: Default values for user parameters

Default values for user 


   .. compound:: New interface
   
      Choose between interface v8.6 or the new interface v9.0

   .. compound:: Theme colors
   
      The v9.0 interface is composed of two main colors which are declined throughout the application in different hues and saturation to keep the same charter spirit.
      
      
         .. compound:: Interface main color
            
            Choose the main color that will be applied to the main architectural elements
      
         .. compound:: Interface secondary color
      
            Choose the secondary color that will be applied on the navigation and highlighting elements
            
         .. compound:: Color discs
         
            You have pre-recorded color discs available. One offers the colors of classic ProjeQtOr. Two others are proposals. The fourth will take the colors that you have saved in the global settings for your instances.
      
            They are accelerators to apply your themes.
   




   .. compound:: Default language
   
      Choose among 19 languages / easy come back with translation in target language.
   
   .. compound:: Default theme (only available with version 8.6)
   
      More than 30 themes choices. 
   
   .. compound:: First page
   
      Choice of the first visible screen after the connection.

   .. compound:: Lock first page
   
      Allows the administrator to select the screen of their choice and block it for users.
      
      They will not see the setting in their connection menu or in user settings > Display
      
      
   .. compound:: Menu top mode view
   
      You choose how your favorites will be displayed. As text, icons, or both.
   
   .. compound:: Menu left view
   
      The top menu is invisible or not at each connection.
      
      Choose how your principal menu will be display. Text or icons and text.     
      
      .. tip:: Menu v9.0
   
         To show or hide the icons of the new menu, right click on the menu.   
      
       
   
   .. compound:: Icone size in menu (only available with version 8.6)
   
      Icon size are default : user can overwrite these values.
   
   .. compound:: Display of the upper menu (only available with version 8.6)
   
      The top menu is invisible or not at each connection.
   
   .. compound:: Display of the left menu (only available with version 8.6)
   
      The top menu is invisible or not at each connection.
      
   .. compound:: Create new item on pop-up
   
      You determine if the global creation button will open a pop up or go directly to the screen of the element you want to create.
      
      
   .. compound:: Display history
   
         * No
         * Yes
         * Yes with work
         * On request trhough specific button
         
      To show or hide the icons of the new menu, right click on the menu.   
      
      The button |History| will then be displayed in the menu of the details area of each element.
       
   .. compound:: Editor for rich text
   
      Choose your favorite text editor.
      

   
   .. compound:: Not applicable value
   
      Choice of the symbol defining the non-applicable values.
      
      On the global view the value of the field that has no applicable value for the given column will display this symbol
   
   .. compound:: Restrict project list
    
      When creating an element, name of the project stays like than the one selected at the selector or on contrary offers choice on global list of projects
    
   .. compound:: Export in XLS or ODS 
    
      Choose the format in which you want to export either in native excel format or with the ODS format of OpenDocument.     
    
   .. compound:: Displaying notes in discussion mode
   
      By default, the notes are displayed in ascending order of creation. To quickly and easily view the replies to certain notes, this option allows you to display the replies under the corresponding notes with an indentation to the right. 
      
      
   .. compound:: Show only notes on Activity Stream
   
      if so, you will not see the status change and item update.    
      
   .. compound:: Not receive own emails 
   
      You don't receive the emails you create. 
      
   .. compound:: Order notes ascending in email model
   
      Choice of display of notes in the email template. 
      
      If **YES**, you display the notes in ascending order of creation. From the first ID to the last. Some notes containing answers will therefore not necessarily follow the order of display.

      If **NO**, You display the notes as they appear on the screen with the answers under the corresponding notes
      
      
        .. compound:: In email templates you can call notes in different ways.
               
            With the codes ${NOTES} and ${NOTESTD} 
             
            ${NOTESTD} allows you to display notes as they are by default.
             
             .. figure:: /images/GUI/GLOBALPARAM_ZONE_NoteDefault.png
               :alt: Note displayed by default in emails
               
               Notes displayed by default in emails
               
               
             ${NOTE} allows you to display notes on a new table model.
             
             .. figure:: /images/GUI/GLOBALPARAM_ZONE_NoteTableur.png
               :alt: Notes displayed in spreadsheet in emails
               
               Notes displayed in spreadsheet in emails          
         
      
            See also: :ref:`email template<email-template>` 
      

   .. compound:: List quotations, commands and invoices on client
  
      Display or not the list of financial elements related to the customer on the screen of the latter.
      
      Please note that the parameter also exists on the user side. If the latter is not activated also then the financial elements will not be visible.
      
   .. compound:: enable direct update of test case run
     
      Display or not the list of financial elements related to the customer on the screen of the latter.
 

.. _gp-reference:

Tab References
**************

.. topic:: References tab's sections

   * :ref:`Format for reference numbering<format_reference_number>`
   * :ref:`Document reference format<format_reference_doc>`
   * :ref:`Bill reference format<format_reference_bill>`


.. _format_reference_number:

.. rubric:: Format for reference numbering

Sections for format references

   .. compound:: Prefix format for reference
      
      Allows to define reference formats for items of element, documents and bills.
   
      Can contain prefix : 
    
         * {PROJ} for project code, 
         * {TYPE} for type code, 
         * {YEAR} for current year 
         * {MONTH} for current month.
         
         
   .. compound:: Number of digits for reference number 
   
      Indicate the number of digits you want to appear in your reference.
                 
   .. compound:: Change reference on type or project change
   
      Change the reference on type change of element will generate missing numbers in reference.

.. _format_reference_doc:

.. rubric:: Document reference format

Sections for document format references

   .. compound:: Document reference format
   
      Format can contain : 
      
            * {PROJ} for project code, 
            * {TYPE} for type code, 
            * {NUM} for number as computed for reference, 
            * {NAME} for document name.
         
      You can allow or forbid downloading locked files in this section.
   
   
   .. compound:: Version reference suffix
   
      Suffix can contain : 
   
            * {VERS} for version name.
         
   .. compound:: Separator for draft in version name
   
      Choose the sign for the separator of the draft.
   
   .. compound:: Preserve uploaded file name
   
      If yes, the file is downloaded with the name of original file. 
   
      If no, the document take the reference formatted name.
   
   .. compound:: Forbid download of locked document
   
      Forbid document download if yes is checked.
      
.. _format_reference_bill:
    
.. rubric:: Bill reference format

Sections for bill format references

   .. compound:: Invoice reference format
   
      Reference format : can contain {NUME} for version name.
      
      The {NUM} code can only be used for the document.
   
   .. compound:: Number of digit for invoice number
   
      Choice of the number of digits to display in an invoice.

.. _configuration:

Tab Configuration
*****************

.. topic:: References tab's sections

   * :ref:`Product and component<gp-product-component-section>`
   * :ref:`Versions<gp-versions-section>`

.. _gp-product-component-section:

.. rubric:: Product and Component
   
This menu contains all the parameters for configuration management   
   
   .. compound:: Display Business features
   
         Filter on date.
   
   
   .. compound:: Display language in Product/Component (Version)
   
         Enable language.
   
   .. compound:: Display contexts in Product/Component (Version)
   
         Enable contexts.
   
   .. compound:: Display Tenders on Products, Components, Versions
   
         Display a section to list linked Tenders on products, component, product version and component versions.
   
   .. compound:: Include sub-products in structure    
   
         Include sub-products in display of product structure (flat or not).
   
   

.. _gp-versions-section:

.. rubric:: Versions

This section allows you to manage more details in the behavior of the elements linked to the versions. 

   
   .. compound:: Display the start and delivery milestones
   
         Display start and delivery milestones for product/component version and delivery dates in flat structure.
   
   .. compound:: List of activity on component version
   
         Display the list of activity.
   
   .. compound:: Direct access to product / component full list
   
         When selecting a component, we go directly to the full list (with filter capacity), without going through the pop-up window.
   
   .. compound:: Automatic format of version name
   
         Ability to choose a preformatted format for version names.
   
   .. compound:: Separator between name and number
   
         Choose the character of the separator for version names.
   
   .. compound:: Auto subscription to versions
   
         Suscription automatic to versions or components when you suscribe to product or component.
   
   .. compound:: Types of copy of Component Version
   
         You can choose between :
   
            * Free choice
            
            * Copy structure from origin version
         
            * Replace the origin version with new copied one
   
   .. compound:: Enable Product Versions compatibility management
   
         Display compatibility section in product version details.
   
   .. compound:: Display product version on delivery
   
         Allows to link a delivery to product version.
   
   .. compound:: Sort versions combobox in descending order
   
         Change sort order for versions in combobox to have more recent first (descending on name).
   
   .. compound:: Sort version composition and structure on type
   
         Sort version composition and structure by type ascending and name descending.
   
   .. compound:: Manage component on requirements
   
         Manage component and target component version on requirements.
         
   .. compound:: Manage component on change requests
   
         Manage component and target component version on change resquests.         
   
   .. compound:: Do not add closed and delivered versions to a project
   
         When adding a product to a project, do not add its closed and delivered versions.
   
   .. compound:: Allow activities on delivered version
   
         Include delivered products versions in target product version list for activities.
   
   .. compound:: Automatically set component version if unique
   
         Automatically set component version if there is only one component version of the selected component that is linked to the selected product version.






.. _financial:

Tab Financial
*************

.. topic:: References tab's sections

   * :ref:`Input of amounts for expenses<gp-input-amount-expenses>`
   * :ref:`Input of amounts for incomes<gp-input-amount-incomes>`
   * :ref:`Automation of financial<deferral-expense>`
   * :ref:`Revenue & work unit managment<gp-revenue-work-unit>`
   
.. _gp-input-amount-expenses:
   
.. rubric:: Input of amounts for expenses

Parameters for choosing the input method for expenditure amounts.

   .. compound:: Input mode for amounts
   
         Defined for expenses items if the amounts must be entered without taxes and calculated in with taxes or vice versa.
   
   .. compound:: Input mode for invoice lines
   
         Defined for expenses items if the total bill lines feed the total with or without taxes. The parameter is priority if there a bill lines.

.. _gp-input-amount-incomes:

.. rubric:: Input of amounts for incomes

Parameters for choosing the method of entering income.

   .. compound:: Input mode for amounts
   
         Defined for incomes items if the amounts must be entered without taxes and calculated in with taxes or vice versa.
   
   .. compound:: Input mode for invoice lines
   
         Defined for icomes items if the total bill lines feed the total with or without taxes. The parameter is priority if there a bill lines.


.. _deferral-expense:

.. rubric:: Automation of financial


**The Deferral of expenses** option occurs during the automatic generation of an expense from an offer, order or invoice.

If the expense is linked to an offer, an order AND / OR an invoice, then this is carried over to the related elements. This update is recursive.

If the expense is generated from an invoice, it is reported on the order linked to the invoice and on the offer linked to the order.


.. _gp-revenue-work-unit:
   
.. rubric:: Revenue and Work unit managment
     
Parameters used in the unit of work catalog.

   .. compound:: Number of complexities 

      Parameter used to define the default maximum number used in the unit of work catalog.   

   .. compound:: Copy revenue into validated cost of activities.

      Copy revenue into validated cost of activities.

   .. compound:: Enable work command.

      You link your activities managed by the work units to an order. 
      
      This will be decremented by units of work already carried out and invoiced. You can then invoice precisely for the work already done.
      


.. index:: Mailing Parameters

.. _mail:

Tab Mailing
***********

.. topic:: References tab's sections

   * :ref:`Emailing<gp-emailing-section>`
   * :ref:`Mail titles<mail-titles>`
   * :ref:`Automatic emails grouping<administration-emailing-group-label>`
   * :ref:`Test email configuration<gp-test-email-section>`

.. index:: Emailing

.. _gp-emailing-section:

.. rubric:: Emailing

Parameters to allow the application to send emails.

You define the administrator's email with the possibility of choosing a different address for "from" and "reply to" and the name to display

You configure the SMTP serveur and port - the login name and password.

You can also define the sendmail path or the send method.

The maximum size not to be exceeded for sending emails is in bytes by default if you do not fill in the units.

You can use kilobytes (K), megabytes (M) and gigabytes (G) with integer value.

The size must be smaller or equal to php parameter "upload_max_filesize".

.. tip:: 1K will stand for 1024 bytes.




.. _mail-titles:

.. rubric:: Mail titles

.. figure:: /images/GUI/GLOBALPARAM_ZONE_MailsTitles.png
   :alt: Mail titles
   
   Mail titles section

Parameters to define title of email depending on event.

See: :ref:`administration-emailing-group-label`

It is possible to use special fields to call a function or data of the project.

See: :ref:`administration-special-fields`


.. index:: special fields

.. _administration-emailing-group-label:

.. rubric:: Automatic emails grouping

Parameters to define if the email group is active or not.

   .. compound:: Activate email grouping

         When email grouping is enabled, automatic emails sent within the defined period are grouped into a single email.

For example when the status of an element has been modified several times in less than Xs then you will not receive an email for each change of state.

   .. compound:: Grouping period (in seconds)

         Defines the period (in seconds) during which if an email is send after another on same item. 
      
         Then emails are grouped into single one.

   .. compound:: How to treat different formats

         If grouped emails refer to different templates, you can :
          
            * send all messages, one for each template
            * Only send the last message
            * Merge all messages and send a single email

         You'll can see this email in the **email to send** screen in the Tools menu.

.. _gp-test-email-section:

.. rubric:: Test email configuration

You can test the settings of your email submissions.

   .. compound:: Send email to

      Sent a email to check sptm configuration.

      .. warning:: This operation saves global parameters.


.. _authent:

Tab Authentication
******************

.. topic:: Authentication's sections

   * :ref:`User and password<user_password>`
   * :ref:`LDAP Management Parameters<ldap_user>`
   * :ref:`Single Sign On SAML2<SSO_Saml2>`

.. _user_password:

.. rubric:: User and password


.. figure:: /images/GUI/GLOBALPARAM_ZONE_Authentication.png
   :alt: Authentication screen
   
   Authentication screen 
   
   

Parameters to manage how the connection behaves

   .. compound:: default profile on user creation
   
      You can choose the default profile and password when you create a new resource/user/contact.
      
      This profile can be changed on each project.
      
        
   .. compound:: Password strength
   
      You define the difficulty of your password.
      
      Password length, if special characters or numeric characters are used.
      
      
   .. compound:: Password min length
   
      You define the length of your password.
      

   .. compound:: Lock user after wrong tries
                 
      You can choose to block the user after x connection attempts.
      
      
   .. compound:: Password validity (in days)
                 
      You can define the validy period of your password. After this period, you will have to renew your password.
      
      
   .. compound:: Allow 'remember me'
   
      You can display or no the check box on the login screen "remember me".
         
   
   .. compound:: Initialize password on user creation

      You can initialize password on user creation. The application will define a new password to random value.
      
      You can reset all the password with the :ref:`multiple update fonction<multipleupdate>`


   .. compound:: Require old password on password change

      ProjeQtOr verify old password on password change.


   .. compound:: New password must be different from old password

      If you have a regular password change policy, you can set the option to prohibit the same password.




.. _ldap_user:

.. rubric:: LDAP Management Parameters

All the necessary parameters for connecting your projeqtor instances with your corporate LDAP 

.. figure:: /images/GUI/GLOBALPARAM_ZONE_LDAP.png
   :alt: LDAP
   
   LDAP
   
Set the base dn, host, port, version...

Default profile for Ldap users, message on creation new user from Ldap,  

Actions on LDAP user creation   

Project to allocate automatically...



.. _SSO_Saml2:

.. rubric:: Single Sign On SAML2

Single sign-on is a method that allows a user to access multiple computer applications (or secure websites) by performing a single authentication.

.. figure:: /images/GUI/GLOBALPARAM_ZONE_ConnexionSSO.png
   :alt: Connexion screen with the protocol SSO
   
   With the single sign on you do not go through the login screen of projeqtor but by a screen dedicated to single sign-on

When connected to the SSO service, the service tells each application that the user is logged on. 

This avoids having to connect to applications one by one.

In concrete terms, the site or service to which the user is trying to connect makes a request to the server or the identity provider's site. This one asks if the user is connected. If so, he transmits the information.

Depending on the protocol used, the two sites exchange keys, signatures and / or other information to verify the identity of the user.

.. figure:: /images/GUI/GLOBALPARAM_ZONE_DeconnexionSSO.png
   :alt: disconnection screen
   
   Disconnection screen
   
When you want to disconnect from ProjeQtOr with the SSO method, the logout screen gives you several options.

* local disconnection of projeqtor. I do not leave my SSO session
* Internal reconnection: I reconnect to ProjeQtOr locally. I leave my SSO session. I should identify myself again
* SSO disconnect. I leave my SSO session. I should identify myself again    

   .. compound:: Parameters
   
      This is an SSO connection via the SAML2 protocol
   
   
      .. figure:: /images/GUI/GLOBALPARAM_ZONE_SSO.png
         :alt: Global parameters: LDAP
         
         Global parameters: LDAP 
   
      * Set the Entity ID, the IDP certificate, the single sign on and logout...
      * Default profile for users, message on creation new user from SAML,
      * And some parameters for users  



.. _automation:

Tab Automation
**************

.. topic:: Authentication's sections

   * :ref:`Management of automated service (CRON)<automated-service>`
   * :ref:`Automatic archiving of history<automatic-history>`   
   * :ref:`Automatic import of files<automatic-import>`
   * :ref:`Automatic import of replies to emails<gp-automatic-import-replies>`
   * :ref:`Automatic planning calculation<automatic-planning-calcul>`
   * :ref:`Generation of alerts for real work<gp-genereation-alert-realwork>`

.. _automated-service:

.. rubric:: Management of automated service (CRON)

Parameters for the :term:`Cron` process.

   .. compound:: Defined frequency for these automatic functions
   
         It will manage :
   
            * **Alert generation:** Frequency for recalculation of indicators values.
            
            * **Check alert:** Frequency for client side browser to check if alert has to be displayed.
            
            * **Import:** Automatic import parameters as below.
     
.. warning:: **Cron working directory** should be set out of the path web..



.. _automatic-history:
     
.. rubric:: Automatic archiving of history

This section allows you to manage the behavior of the history

  .. compound:: Archive history older than (in days) 

   Determines how often your history is archived.

  .. compound:: Start time of daily archiving 

   Choose the time at which the daily archiving will start.
   
  .. compound:: Archive all history for idle items

   Choose whether the history of closed items should be archived or not. 
   
   
   
      
.. _automatic-import:
     
.. rubric:: Automatic import of files

.. figure:: /images/GUI/GLOBALPARAM_ZONE_AutoImport.png
   :alt: Automatic import of files
   
   Automatic import of files
   
Automatic import settings for :term:`cron` processes.

.. warning:: **Directory of automated integration files** should be set out of the path web.







.. _gp-automatic-import-replies:

.. rubric:: Automatic import of replies to emails

   
* Defined parameters for the “Reply to” process

* It will manage connection to IMAP INBOX to retrieve email answers.

   .. compound:: Email input check cron delay (in seconds)
   
         Delay of -1 deactivates this functionality. 
         
   .. compound:: Email reception
        
      When you have completed the IMAP settings for receiving emails, you receive your email with a new header. See the image below.
      
      .. figure:: /images/GUI/GLOBALPARAM_BOX_Outlook.png
         :alt: receiving an email before and after configuring IMAP settings 
         
         receiving an email settings

      You always find the name of the item that is related to your application. A single click takes you to the item page.

      The line in the header tells you where your answer should be positioned to allow you to retrieve the response text in your ProjeQtor instance without the original message. 

   .. compound:: Signing start identifier 
        
      When you have completed the IMAP settings for receiving emails, you receive your email with a new header. See the image below.

        
      The fields allows you to identify the beginning of your signature in order to avoid retrieving the signature in the response.

      For example, enter, so that ProjeQtOr recognizes that your signature begins with this word. He will not take back everything behind.


   .. compound:: Action after processed emails
   
   
      You can determine what action to perform when receiving the email.
   
      * Mark as read, which is the default
      * Removal
   
   .. figure:: /images/GUI/GLOBALPARAM_ZONE_AutomaticImportRepliesEmail.png
      :alt: Global parameter for automatic import for replies email
      
      Global parameter for automatic import for replies email

.. note:: **IMAP host**

   * Must be an IMAP connection string.
   * To connect to GMAIL input box, host must be: {imap.gmail.com:993/imap/ssl}INBOX
   * You must set these parameters if you want to use the :ref:`Not receive his own mails<UP-automation>` option in the user settings 
   
.. _automatic-planning-calcul:

.. rubric:: Automatic planning calculation


.. figure:: /images/GUI/GLOBALPARAM_ZONE_InputWork.png
   :alt: Enter real work with the recalculation
   
Activated or desactived this feature by simple click
  
 .. compound:: Differential calculation
   
   Project planning is recalculated only for those who need to be. A data or more has been changed into the project so a new calculation is expected. 
   
 .. compound:: Complete calculation
   
   All projects planning are recalculated. 
         

 .. compound:: Automatic feeding of the real
   
   You automatically fill in the actual work from the scheduled work up to a given date.

   The automatic calculation of projects from the day after this date is triggered.

   The actual work is automatically entered from the scheduled work until the day before the start of the schedule calculation.

   .. warning:: 
      
      For security, and to avoid overlapping with a manual input of reality, if the resource has reality for a given date, we do not copy the possible planned existing in reality.

      For each scheduled job found, if no job exists for the relevant resource on the date of the scheduled job, copies the scheduled job to an actual job.
        
      We will mark the actual work entered automatically (technical zone type label) to distinguish between automatic feeding and manual feeding.
      
      This area will not be processed for screen renderings, but will analyze any unexpected behavior.
         


 .. compound:: Frequency 

   Select the frequency on the calendar by clicking on the button **defined parameters** and choose the schedule, day, month.
      
   .. figure:: /images/GUI/GLOBALPARAM_BOX_DefineParameters.png
      :alt: Define parameters
         
      Define parameters


 .. compound:: Start date for

   .. image:: /images/GUI/GLOBALPARAM_ZONE_StardDateFor.png
   
   Select when you want to recalculate project(s)according the date of today's date 
   
   
   
   

.. _gp-genereation-alert-realwork:

.. rubric:: Generation of alerts if real work is not entered

Specific settings for alerts based on a profile.
 
* An email is sent on the agreed date. 
* Click on the button **Define Parameters**
* Select the frequency of the calendar with which the emails will be generated and sent to the profile. 
* See: :ref:`automated-service` to set the send frequency.

   
In addition to the sending frequency, you can refine the generation with several additional options.

 .. compound:: Control input up to

   Select when you want to be controlled: current day, previous day or next days.
   
 .. compound:: Number of days to control
   
   Choose how many days will be controled
         
 .. compound:: Send alert to resource 
   
   Choose how alerts will be sent, Internal alert, email, both or none

 .. compound:: Only incompletes imputation  
      
   The goal is to be able to send alerts on charges only if the entry is incomplete, not if it is greater than the capacity of the resource.

   With the option checked, when generating alerts, an entry greater than the capacity of the resource does not trigger an alert.      
      
      
.. warning::

   * All days of the week, open or off days are taken into account.
   * Off days in real work allocation will not send you an alert.


.. _system:
 
Tab System
**********

.. topic:: Authentication's sections

   * :ref:`Files and directories<file-directory-section>`
   * :ref:`Translation data<translation-data-section>`
   * :ref:`Security - Message when a try is detected <security-trytohack>`
   * :ref:`Miscellaneous<gp-miscellaneous-section>`
   * :ref:`PDF export<gp-pdf-export-section>`
   * :ref:`SSL connection to database<gp-ssl-connect-database>`


.. _file-directory-section:

.. rubric:: Files and directories

Definition of directories and other parameters used for Files and documents management.

Fill in the weight and the access paths to the storage of your documents and attached files.


.. warning:: 

   **Attachments Directory** and **Root directory for documents** Should be set out of web reach.

   **Temporary directory for reports** Must be kept in web reach.
   

.. _translation-data-section:

.. rubric:: Translation data

Parameters to define character sets, their encoding, their behavior ... for saving files on the server.

   .. compound:: Charset to save files on server
   
         Keep empty for Linux servers, files names will be stored in UTF8. 
      
         For windows OS server, define charset as "windows-1252" (for western europe) or similar corresponding to your localization.
         
   .. compound:: Time zone
   
         Select your time zone. 
         
       
   .. compound:: Separator for CSV files
   
         Choose the field separator for csv exports.
   
   .. compound:: Export CSV to UTF-8 format
   
         Preserve UTF-8 for exported csv files. If set no, will encode in CP1252 (recommended for windows in English and western Europe Languages).




.. _security-trytohack:

.. rubric:: Security - Message when a try to hack is detected

To secure the solution and avoid Cross Site Scripting type attacks, we have implemented CSRF token.

Configure the email that will be notified if a try to hack security flaw is detected.

Several possibilities of sending are configurable.


   
.. _gp-miscellaneous-section:

.. rubric:: Miscellaneous

Settings for the update

   .. compound:: Check for new version
   
         Auto check (or not) for existing new version of the tool (only administrator is informed);

.. _gp-pdf-export-section:

.. rubric:: PDF export

Basic settings for PDF exports

   .. compound:: Memory limit for PDF generation.
   
         Size In MB. Too small can lead to PDF error but too big can crash the server
   
   .. compound:: Font for PDF Export.
   
         Freesans give great portability for non ANSI characters - Helvetica give smaller PDF files.


.. _gp-ssl-connect-database: 

.. rubric:: SSL connection to database

Allows to set up a secure SSL connection:

   * SSL Key
   
   * SSL Certification
   
   * SSL Certificate Authority
   

Enter patch to corresponding files to enable SSL connection to the database.

.. warning:: 

   Take care that these files must exist and be valid SSL files.
   
   If values are incorrect, the application will not work any more, and you'll have to manually fix parameters in the database.  
    

.. index:: Special Fields

.. _administration-special-fields:

Special Fields
##############

Special fields can be used in the title and body mail to be replaced 

by item values :

* **${dbName}** the display name of the instance
* **${id}** id of the item
* **${item}** the class of the item (for instance "Ticket") 
* **${name}** name of the item
* **${status}** the current status of the item
* **${project}** the name of the project of the item
* **${type}** the type of the item
* **${reference}** the reference of the item
* **${externalReference}** the :term:`external reference` of the item
* **${issuer}** the name of the issuer of the item
* **${responsible}** the name of the responsible for the item
* **${sender}** the name of the sender of email
* **${sponsor}** the name of the project sponsor
* **${projectCode}** the project code
* **${contractCode}** the contact code of project
* **${customer}** Customer of project 
* **${url}** the URL for direct access to the item
* **${login}** the user name
* **${password}** the user password
* **${adminMail}** the email of administrator
