Application Setup
The Application Setup is the top of the configuration cascade. The defaults you pick here apply to every user and resourceResourceAn entity that can carry out work - a person, vehicle, tool, or room - that you schedule on the planning board. in the tenant, and they are what every new user inherits before they have customised anything on their own profileProfileA saved snapshot of a user’s planning board configuration, including the chosen layout and view options.. Change a switch in this section and you are not changing one planner's view - you are changing the starting point for the whole organisation.
That makes most of these settings "set once, leave alone": touch them during the initial setup, then revisit only when something fundamental changes (a new license module, a new country, a new mobile rollout). The page is split into six tabs so each concern lives in one place:
- General - company information and notification preferences.
- Planning - defaults that drive how the planning board behaves.
- Map - map and routing defaults.
- Mobile - settings that affect the mobile appMobile appThe companion app for field workers to see their schedule, update appointments and share GPS location from the field..
- Projects - the progress measure and the rules behind project healthProject healthThe verdict a project gets from the organization’s health rules - On track, At risk or Off track - shown per area as schedule, budget and resources. The rules are set once for every project in application setup, so a project reads the same in the portfolio and on its own page..
- Feature preview - feature flags for experimental and opt-in capabilities.
Projects
The Projects tab holds the organization-wide rules that decide how every projectProjectA job seen as a whole in project planning: a body of work with a budget, a team, dependencies and a deadline. Its tasks are still planned as ordinary appointments on the board. in the portfolio is judged. Unlike the other tabs, it saves on its own, so changes here do not mix with the rest of the application setup.
The Projects tab of application setup
The Progress measure at the top decides what counts as done: Progress %, Kanban status, or Progress % and Kanban status. With both, the pages show both figures and health reads the lower one. The progress measure explains how to choose.
Under Project health, the rules are grouped into Schedule, Budget, Resources and a Watch list. A rule that counts something, such as Overdue tasks or Hours used, takes a Warning from and a Critical from threshold, each with its own switch, so a rule can warn without ever turning critical. A rule that either applies or does not, such as Project end date passed, work left, takes a Severity of Off, Warning or Critical. Every project then gets one verdict: On track when no rule applies, At risk when a rule is at warning, and Off track when a rule is critical. The most severe rule that applies decides it.
The Watch list rules are off by default. Switch one on and it counts toward the schedule measure. A critical threshold must sit above its warning threshold, and the tab refuses to save while a rule is invalid, telling you how many need fixing. Reset to defaults puts every rule back to the shipped values.
Other pages link straight to this tab with /setup?tab=projects. Any tab can be opened the same way by its name.