Setup

Go to Administration > Object Manager Setup.

Project Settings
Project Settings

Project Nos. FormatThis is the no. series format used when a new project is created.
Project Description%1 will be replaced by the "Project No.".You can use date expressions like: <Day> <Month Text> <Year4>.
Default Project TypeFor more information about Project Types see chapter Project Type.
Role ShortcutsHere you select the roles that are visible in your project card.

Mail Settings
Mail Settings

E-mailThe e-mails sent in the project and transport module are sent by MS Outlook or via SMTP server. The SMTP Port can be customized and SSL settings can be provided as well.