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Project Settings Overview

What each tab in File > Settings controls, from project dates to health metrics.

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Written by Jacob Giguere

Project Settings hold the options that apply to the whole project: its name and dates, regional formats, default work hours, boards, lists, custom columns and health limits.

Open Settings

Go to File > Settings, or press F8. Make your changes on any tab, then click Save. Close the window with the X to leave without saving.

General

  • Project Name and Description. Use Attach File to add a document to the description.

  • Est Start Date and Est End Date: the project's planned dates. To enter past dates on tasks, move the start date earlier.

  • Plan From: Start Date schedules tasks forward from the start. End Date schedules backward from the finish.

  • Calendar: the project's default working calendar.

  • Deadline and Industry.

  • Project Manager: the person who verifies completed tasks and gets reminders.

  • Predecessor Lag calculation uses: which calendar to count lag days against, such as the task calendar.

Regional

Set the first day of the week (Saturday, Sunday or Monday), the date format, 12- or 24-hour time, the currency symbol and where the currency symbol appears.

Time Defaults

Set the default start time and finish time for new work, for example 8:00 AM to 5:00 PM.

Boards and View

Choose the default High Level Plan Board and the default Work Board, and which view opens first: CPM (Gantt), the default high level board, the default work board, or Split screen.

Lists

Manage the pick lists used in your project. System lists include Blocker Categories, Industry Name, Issue Categories and Risk Categories. Click Add here to create your own list, then add its values on the right.

Columns

Name up to five custom columns, choose each column's type (for example, Text), and tick Show In Task Properties to show the column in the task panel.

Health Metrics

Set the limits gantterAi™ uses to judge project health: Work Tag Duration Limit, Slack / Float Duration Limit, Negative and Positive Lag Limits, and the Allowed Gap between Est. Finish and Forecasted Finish Dates. See Checking Schedule Health with Brena.

Risks/B&I and Links

Click the three-dot icon at the end of the tab row to open two more tabs. Risks/B&I lets you add safety risk, blocker and issue categories with their type, cause, severity and status. Links lets you add and manage links for the project.

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