The Project Settings Page

The General section controls how the project behaves and how its data rolls up into organization wide reports. It is grouped into Behavior, Reporting, and the Project Details and Delivery field selectors.

Behavior

Setting	What it does
Allow timesheet entries outside project dates	When on, team members can log time before the project's start date or after its end date. Turn it off to keep all logged effort strictly within the planned window, which is useful for fixed scope or fixed date engagements.
Allow manual override of data in the Status	Controls whether Status report fields are editable. When on, you can overwrite the automatically calculated values and optionally sync back to live data later. When off, every Status field is populated automatically and locked.
Forecast Mode	Determines how remaining effort is calculated for the project. Choose the model that matches how your team plans work.

Forecast Mode tells Completix where to read remaining effort from when it projects how much work is still left on the project. There are three choices, and they differ only in their source of truth:

Mode	Where the forecast comes from
Task based	Forecast is rolled up from the remaining effort on individual schedule tasks. Best when the schedule is detailed and effort is estimated task by task, so the task estimates are your most reliable signal.
Allocation based	Forecast is derived from each resource's allocation percentage across the project timeline. Best for resource planned projects where people are booked at a set capacity, and it produces a forecast even before tasks are estimated.
Hybrid	A blend of the two. Completix uses the task based forecast wherever task effort exists, and automatically falls back to the allocation based figure wherever a task has no effort estimate. This gives you task level precision where you have it, without leaving gaps where the schedule is still incomplete.

Reporting

These toggles decide whether this project's data is counted in the dashboards and roll up reports across your site.

Setting	What it does
Include in Executive Dashboards	When on, the project's health, schedule, and key metrics appear in the Executive Dashboard. Turn off for sandbox, internal, or test projects you do not want leadership to see.
Include in Budget reporting	Counts the project's budget in portfolio and program budget totals and dashboards. Turn off to exclude a project from financial roll ups.
Include in Financials reporting	Counts the project's actuals, forecasts, and expenses in financial dashboards and totals.

Project Details and Delivery

The card grids at the bottom of the General tab let you choose exactly which fields appear on the project's Overview page. A filled checkbox means the field is shown; clear it to hide that field. Use Deselect all to hide an entire group at once. Hiding a field never deletes its data, so turning the field back on brings your entries back exactly as they were.

Field	Shows or captures
Customer	The client a project is delivered to, useful for external or billable engagements.
Triple constraint	The scope, cost, and time triangle that visualizes project tradeoffs.
Scope	A statement of what is in scope and out of scope.
Assumptions	Project assumptions and constraints.
Closure	Lessons learned captured when the project closes.
Documents	Files and links attached directly to the project.
Communication	A plan for recurring stakeholder communications.
Delivery method	The delivery type, such as Waterfall, Agile, or hybrid.
Delivery priority	The project's relative priority among active projects.

The Show/Hide section controls which tabs are visible in the project and which task types are plotted on the project calendars. Tailoring this per project keeps the navigation focused on what each team actually uses.

Project tabs

Each card represents a tab in the project. A checked card means the tab is visible; clear the checkbox to hide it. Use Deselect all to hide every optional tab at once, then re enable only the ones you need. A lock icon on a card means the tab's visibility is enforced by the template or a site policy and cannot be changed here.

Tab	Purpose
Overview	Project landing page with key information.
Project Team	People assigned to the project.
Status	Periodic status reports for stakeholders.
Schedule	Gantt and timeline view of tasks.
Budget	Track approved and forecast spend.
Risks	Capture and assess project risks.
To-Do	Track open action items.
Issues	Track issues blocking progress.
Decisions	Log key project decisions.
Governance	Phase gates and approvals.
Change Requests	Manage scope and change requests.
Expenses	Track vendors and external expenses.
Minutes	Meeting notes and minutes.
Documents	Files and links attached to the project.
Summary	Executive summary of the project.
RACI	Roles and responsibilities matrix.
Calendar	Project calendar view.

Calendar task types

Below the tabs, choose which kinds of items appear on the project calendars. Each task type has a colored dot so it is easy to identify at a glance. Use Select all to switch them all on.

Task type	What it plots
To-Do	To-Do items assigned to project members.
To-Do checklist	Sub items inside To-Do checklists.
Issue	Issues raised against the project.
Scheduled task	Tasks from the project schedule.
Capacity	Member capacity allocations.
Non-billable	Non billable availability periods.

The Calendar section defines the project's working days, daily hours, and any one off exceptions. The schedule engine uses this calendar when it calculates task durations and dates, so non working days are automatically skipped when work is scheduled.

Working Schedule

This block defines the normal working week the project follows:

• Working days are set by clicking the day pills, Mon through Sun, to toggle each day on or off. Highlighted pills are working days; the rest are treated as non working. The default is Monday to Friday.
• Hours per day is the number of working hours in a standard day. This drives how effort and duration convert to elapsed time.
• Working day start is the time work begins each day, for example 09:00. Used when the schedule places tasks at a specific time of day.

Custom Days

Custom Days are exceptions that override the weekly pattern for specific dates. There are two lists, each with a plus button to add an entry by name and date:

• Non Working days are dates the project does not work even though they fall on a normal working day. Use these for holidays, company shutdowns, or planned downtime.
• Working days are dates the project does work even though they would normally be off, such as a weekend catch up day.

To bulk load a country's public holidays into the Non Working days list, use the Add Holidays action at the top right of the Custom Days section, then remove any that do not apply.

The Integrations section connects this project to the external tools your team already uses. Integrations are configured per project, so each project can connect to different services depending on its needs. Commonly available connectors include OneDrive, Jira, and Google, among others.

To set one up, click Connect next to a service and follow the authorization prompts. Once connected, the service shows a Connected status and a Manage option you can use to adjust the connection or disconnect it later.

Changes in Project Settings are saved automatically as you make them, so there is no separate Save button. Simply close the panel when you are finished.

• Who can edit: Project Managers can edit settings for projects they own, and Site Admins can edit any project.
• Locked settings: options inherited from a locked template, shown with a lock icon, are read only at the project level and must be changed on the template instead.
• Hiding versus deleting: hiding a tab or field never deletes data. Re enable it and your content returns unchanged.