Project Management
2 guides
Budgets Settings
Project Management General Settings
The article provides guidance on configuring general settings for project management in HaloPSA. Key settings include enabling project view in the interface, using project dates for appointments, and displaying non-consignable items from related sales orders. It also covers enabling end-user closure confirmation, estimate-based forecasting, and calculating project budgets. Various configuration options affect how project data is viewed and managed, like controlling visual indicators for budget thresholds and calculating budget using billable time only. These settings can optimize project management efficiency and accuracy.