Configure project settings

You can configure multiple project settings, including: the word or phrase that designates the project coordinator, time intervals for project progress warnings, color codes for warnings that appear when team workloads exceed the time intervals, and maximum workloads for team members (the numbers of documents assigned).

1. In the TEXTML Administration perspective, connect to your server.
2. Locate the projectconf.xml file in the repository's /system/conf collection.
3. Check out the file and open it for editing.
4. In the <coordinatorrole> element, enter the word or phrase used to designate the project coordinator role.
   For example:

    <coordinatorrole>Project coordinator</coordinatorrole>

   Note: The role name specified here must be defined in roles.xml and be assigned the appropriate access in accessrights.xml.
5. In the <progresswarnings> element, create four <level> elements, one for each project progress warning level, as follows:
   • OK
   • WARN
   • LATE
   • VERYLATE
6. For each level, configure the RGB codes for the warning highlight applied to maps and projects to indicate how close they are to a milestone due date.

   <progresswarnings>
        <level type="WARN" color="102, 255, 0">
        </level>

   Note: In the example above, the red green blue (RGB) code 102, 255, 0 corresponds to a chartreuse green shade.
7. Use the <daysfrom> or the <daysto> element to specify when the progress warning highlighting will be applied.
   These elements specify the range of days during which the warning will be displayed (i.e, [daysfrom, daysto]), where:

   Option	Description
   <daysfrom>	Specifies the start of the range, in relation to the due date: A positive value indicates the number of days before the due date that the warning will start to be displayed A value of 0 indicates the due date A negative value indicates the number of days past the due date that the warning will start to be displayed
   <daysto>	Specifies the end of the range, in relation to the due date: A positive value indicates the number of days before the due date that the warning will stop being displayed A value of 0 indicates the due date A negative value indicates the number of days past the due date that the warning will stop being displayed

   For example, consider the values below. A warning of type WARN will be displayed starting six days before the due date up to the due date. A warning of type LATE will be displayed starting one day past the due date until 14 days past the due date. A warning of type VERYLATE will be displayed starting 15 days past the due date, with no end date.

   <level type="WARN" color="102, 255, 0">
      <daysfrom>6</daysfrom>
      <daysto>0</daysto>
   </level>
   <level type="LATE" color="204, 102, 0">
      <daysfrom>-1</daysfrom>
      <daysto>-14</daysto>
   </level>
   <level type="VERYLATE" color="205, 92, 92">
      <daysfrom>-15</daysfrom>
   </level>

8. Set the <workloadwarnings> element to define the colors applied to team members' names as their active document assignments reach the specified percentage of their workload.

   In the example below, the color orange (color="255, 140, 0") is applied to team members whose active documents make up between 81% and 100% of their total assignments.

   <workloadwarnings>
      <level color="255, 140, 0">
          <from>81</from>
          <to>100</to>
      </level>
   </workloadwarnings>

9. Save, close, and check in the file.
10. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their IXIASOFT CCMS Desktop. Users can also apply the changes without restarting their CCMS Desktop by clicking IXIASOFT CCMS > Synchronize Configuration.