ANTE User Manual

Project Settings

The Project Settings page controls how the Projects module behaves across your whole organization. From one screen you set two things: how project codes are assigned when new projects are created, and how often your team is expected to interact with clients (which feeds each project's health score).

These settings apply module-wide, so a change here affects every project going forward.

Overview

The page has the breadcrumb trail Projects › Project Settings and the heading Project Settings ("Configure project module settings"). It is split into two independent cards, each with its own Save button:

  • Project Code Numbering — how new project codes are built.
  • Client Interaction Frequency — the organization-wide target for client contact, used by Project Health.

Each card saves on its own, so changing one and clicking its Save does not touch the other.

Project Code Numbering

This card decides how a project's code is set when someone creates a new project. Its description reads: "Choose how project codes are assigned when creating new projects."

Choosing a mode

The Mode dropdown has two choices:

ModeWhat it means
Manual — enter code each timeThe person creating a project types the project code themselves.
Auto — generate code automaticallyThe system builds the code from a prefix and a running number (for example, PRJ-001).

When Manual is selected, the Mode dropdown is the only field in this card. When Auto is selected, four more fields appear along with a live preview.

Auto-numbering fields

These fields only show when Mode is set to Auto:

FieldWhat it does
PrefixThe text that starts every code (example: PRJ).
SeparatorThe character placed between the prefix and the number (example: -).
Number PaddingHow many digits the number is padded to with leading zeros — 2 (01), 3 (001), 4 (0001), or 5 (00001).
Next NumberThe number the next new project will use; the system counts up from here.

Next code preview

Below the fields, a Next code preview shows exactly what the next project code will look like, built live from your prefix, separator, padding, and next number. With prefix PRJ, separator -, padding 3 (001), and next number 1, the preview reads:

PRJ-001

Change any field and the preview updates immediately, so you can confirm the format before saving.

How this affects new projects

The mode you pick changes the Project Code field on the new-project form:

  • Auto mode — the Project Code field is filled in automatically (it shows the next code, with Auto-generated as its hint) and is locked, so it can't be edited. The system assigns the code when the project is saved.
  • Manual mode — the Project Code field is open for typing and is required. You must enter a code before the project can be saved.

See Creating a Project for the new-project form itself.

Client Interaction Frequency

This card sets a single, organization-wide expectation for how often your team should be in contact with clients. Its description reads: "Set how often your team should interact with clients. This is used to calculate the Engagement score in Project Health."

Required Frequency (days) — the number of days within which the team is expected to interact with each client (example: 7). The helper text reads: "Projects without interactions within this many days will show a lower health score."

So if you set this to 7, any project that goes more than 7 days without a recorded client interaction shows a lower project-health (engagement) score.

Tip

This value is the global default for the whole organization. An individual project can override it for itself — when editing a project, leave the override empty to keep using this global default, or set a value to use a custom frequency for that project only.

Common Tasks

Switch project codes from manual to automatic

  1. Open the Project Settings page.
  2. In the Project Code Numbering card, set Mode to Auto — generate code automatically.
  3. Fill in Prefix (e.g. PRJ), Separator (e.g. -), choose a Number Padding, and set the Next Number to start from.
  4. Check the Next code preview to confirm the format.
  5. Click Save. New projects now get their codes generated automatically.

Go back to typing codes manually

  1. Open the Project Settings page.
  2. Set Mode to Manual — enter code each time.
  3. Click Save. The prefix, separator, padding, and number fields disappear, and the project code must now be typed in when a project is created.

Change where auto-numbering continues from

  1. Open the Project Settings page with Mode set to Auto.
  2. Update Next Number to the value you want the next project to use.
  3. Confirm the Next code preview, then click Save.

Tighten or relax the client interaction target

  1. Open the Project Settings page.
  2. In the Client Interaction Frequency card, change Required Frequency (days) to the number of days you want.
  3. Click Save. Project health scores use the new frequency when measuring engagement.

Saving and confirmation

Click the Save button inside whichever card you changed. On success you see the message "Project settings saved". If saving fails, the message reads "Failed to save project settings".

Warning

Each card saves independently. After changing a setting, click the Save button inside that same card and wait for the "Project settings saved" confirmation before leaving the page.

💡 Note: These settings are organization-wide. Setting them is normally handled by a Project Manager, Operations Manager, or Administrator — if you can't open the page or save changes, contact your administrator.

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