Configure multiple project settings

You can configure multiple project settings to simplify project coordination within IXIASOFT CCMS Desktop.

Project settings are quite variable and include the following:

  • 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 established time intervals
  • Establishing maximum workloads for team members based on the volume of assigned documents
Important: Make configuration changes in a test environment and confirm they work before copying them to a production environment. For dedicated SaaS deployments, test the changes and then ask IXIASOFT Customer Support to copy the changes to your production environment.

To configure multiple project settings:

  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, such as:
     <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:
    OptionDescription
    <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 appears starting six days before the due date up to the due date. A warning of type LATE appears starting one day past the due date until 14 days past the due date. A warning of type VERYLATE appears 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.
The project settings you modified are now active.