In the resourcing settings, you can define the default resourcing settings for the whole company and task classifications.
Permissions: Admin
PSA plans: Business (with add-on), Enterprise, Enterprise+
General resourcing settings
Activate toggle for the setting if needed:
- Tasks may only be marked done after all checklist items are checked
- Allow tracking hours to other users' tasks
- Automatically create allocations when saving tasks: an allocation is created for the task member, where the hours for that member are evenly divided over the task date range (does not work with only due date).
- Use task hours for utilization rate calculations instead of allocations: if you are not using allocations feature at all, this setting allows you to follow your employees' utilization rates based on the hours budgeted for tasks.
- Also check company of user for permission (otherwise project only): Only available in Enterprise+ plan.
Task dialog default sections
Select which sections are shown by default in the task dialog. You can always change the section selection per task.
Task statuses
Specify the statuses to which tasks can be assigned. We have already added 3 statuses for you which you can modify if needed.
Choose one default status where new tasks are automatically assigned, and one done status where finished tasks are assigned to.
Priorities
Define which priority is used for tasks as a default, or hide priority field from all dialogs.
Placeholders
You can assign tasks or allocations to placeholders (=resourcing teams) in resourcing planning, if you do not yet know which employee will be performing the task.