Configure project settings

You can configure multiple project settings.

These settings are:
  • 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.
  • Maximum workloads for team members (the numbers of documents assigned).
To configure project settings:
  1. Open the TEXTML Administration perspective by clicking the TEXTML Administration shortcut on the tool bar. If the shortcut is not displayed, follow these steps:
    1. Select Window > Open Perspective > Other
    2. Click TEXTML Administration.
    3. Click OK.
  2. In the TEXTML Administration view, double-click the server. If your server is not displayed in the view, you must add it to the view.
  3. When the Connect as dialog opens, type your username and password and click OK.
  4. Double-click the name of your docbase to open a connection to the Content Store.
  5. Locate the projectconf.xml file in the repository's /system/conf collection.
  6. Check out the file.
  7. Open projectconf.xml with a text editor.
  8. 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.
  9. In the <progresswarnings> element, create four <level> elements, one for each project progress warning level, as follows:
    • OK
    • WARN
    • LATE
    • VERYLATE
  10. 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.
  11. 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 6 days before the due date up to the due date. A warning of type LATE will be displayed starting 1 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>
  12. 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>
  13. Save, close, and check in the projectconf.xml file.
  14. Inform users of the changes.
    The changes will be applied automatically once users close and then reopen their . Users can also apply the changes without restarting their IXIASOFT CCMS Desktop by clicking DITA CMS > Synchronize Configuration.