Workspace Settings

Workpace settings can be edited by workspace owners and co-owners only. 

General workspace settings are found at settings > settings & payments > workspace settings:  

• Workspace Name 
  
• Company
• Description
• Logo  - your logo will display on schedule printouts and project portals.
• Default Unit -  Estimates on tasks can entered in hours, days, or minutes using the designation h, d or m, respectively. For example: 8h, 1d, or 30m.  Estimates will be displayed back using the default unit (hours or days).
• Time Conversion Factor  - LiquidPlanner makes an assumption for each workspace of what one day (or really one work day) means in terms of hours. This conversion factor defaults to 8 hours and should be set once and left alone.  If you do change this value it will not affect your schedule but it will affect the size of your estimates if you are using hours as units.  For example, if you set the conversion factor to 4 hours = 1 day and you had previous estimates based on 8 hours = 1 day, then you will see your hourly estimates get smaller.  In the 4=1 case, if you had an 8 hour task it would become a 4 hour task. This is because under the hood, LiquidPlanner stores estimates as days (or fractional days).

Email Integration settings are found at settings > settings & payments > email integration. This is where you set the security level for emailing tasks into your worksapce:

• Disabled – This will prevent tasks from being emailed into your workspace. An email will be sent notifying your workspace members.

• Low Security – Anyone can email tasks into your workspace. Email that does not come from the same email address as a workspace member will be recorded as coming from ‘Unassigned’.

• High Security – Only workspace members can email into your workspace. Email from anyone not in your workspace will be ignored.

Timesheet settings are found at settings > timesheet management > timesheet settings:

When your workspace is set up to use timesheets, your team will log work against tasks and activities. You'll create the list of activities on this settings page.  For example, you might create activities like “design, marketing, and operations”, and when you perform one of these functions against a task, you associate the logged time to that activity. Typically, activities should match the level of detail you use when invoicing for work or doing project analysis.