Project Settings and Configuration Guide

What is Project Settings?

Project Settings in CRM LEAF allows administrators to configure various elements of project management, such as project defaults, status options, and project categories. These settings ensure structured project creation, tracking, and categorisation.

Project Settings Includes

• Project Status Settings
• Project Category

Project Status Settings

Example

Name	Default Status	Action
Not Started	Yes	Edit / Delete
In Progress	No	Edit / Delete
Completed	No	Edit / Delete
On Hold	No	Edit / Delete

Default Status determines the initial status assigned to a new project.

Project Category

Example

Category Name	Action
Website Development	Edit / Delete
Marketing Campaign	Edit / Delete
Product Launch	Edit / Delete

 

Project Categories help group and organise projects by purpose or department.

Quick Actions – Project Settings

Action	How To
Add a New Project Status	Navigate to Project Status Settings, click Add, and enter the status name.
Set Default Project Status	Toggle Default Status when adding or editing a project status.
Add a New Project Category	In Project Category, click Add, then enter a category name.
Edit or Delete Entries	Use the Action column to make changes or remove entries.

FAQ – Project Settings

Q: Can I change the default project status later?
A: Yes, you can update the default project status anytime through the status settings.
Q: Can I assign multiple categories to a project?
A: No, each project can belong to one category at a time.
Q: What happens if I delete a project status in use?
A: The system may prompt you to reassign those projects to a different status before deletion.
Q: Is there a limit to how many statuses or categories I can create?
A: No, you can create as many as needed to suit your project structure.