# Project Settings
Project Settings control which optional fields appear on project create and edit forms. Enable only the fields your business uses so project screens stay clean.
Overview
Go to Project → Project Settings. The screen has two options under General — Progress Tracking Mode and the optional project fields multi-select. Changes apply company-wide to all new and existing project forms.
> Screenshot pending — `project/images/project-settings.webp`
Quick Start
1. Go to Project → Project Settings.
2. Under General, choose a Progress Tracking Mode — Percentage or Quantity (Target / Completed).
3. Open Select additional project fields you will like to Add and choose the optional fields your team needs (for example, PWO Number and Ship Name).
4. Click Update.
Progress Tracking Mode
Controls how task completion is recorded and shown across the Project Task form, Daily Schedule, Project Schedule, Work Schedule, and the Field Sale App Daily Schedule.
| **Mode** | **What you edit** |
|----------|-------------------|
| Percentage | Each task shows a single Progress value (0–100%). Users with task progress access edit the percentage directly. |
| Quantity (Target / Completed) | Each task carries a Target Qty and a Completed Qty. You edit Completed Qty; progress percentage is derived from completed ÷ target. |
The same company setting applies on the web ERP and the Field Sale App, so field staff and office users track progress the same way.
Additional Project Fields
| **Setting** | **Description** |
|-------------|-----------------|
| Select additional project fields you will like to Add | Multi-select list of optional fields to show on project create, edit, and view screens. |
Available optional fields
| **Field** | **When to enable** |
|-----------|-------------------|
| Executing Officer | Track the officer responsible for on-site execution. |
| PWO Number | Record purchase work order numbers for contract jobs. |
| Ship Name | Identify the vessel or site by name (common in marine/ship-repair). |
| Ship Number | Identify the vessel or site by number. |
| Project Type | Distinguish External (customer-facing) from Internal projects. |
| Project Value | Show estimated contract value on the project form. |
Fields not selected are hidden from project forms and the project view summary.
Example
A ship-repair company enables PWO Number, Ship Name, Ship Number, and Project Value. Every new project form now shows those fields, and the Project Summary report displays ship and PWO details when present.
FAQ
Do I need to restart after changing settings?
No. Click Update and the change applies immediately. Refresh an open project form to see new fields.
Will disabling a field remove data already saved?
Existing values are kept in the database but the field is hidden from forms and views until re-enabled.
Are Supervisor and Customer optional?
No. Project Name and Customer are always required. Only the fields listed above are controlled by this setting.
What is Project Type used for?
When enabled, External vs Internal distinguishes customer-facing jobs from internal overhead projects on the project form and in filters.
Does enabling Project Value change budget behaviour?
No. Project Value on the project header is separate from budget line amounts. It appears on summary reports and the project view dashboard as an estimate reference.
Can I show Executing Officer without Ship Name?
Yes. Each optional field is independent — enable only the fields your team needs in the multi-select list.
Do optional fields apply to existing projects?
Yes. Once enabled, the fields appear on edit and view screens for all projects. Previously saved values display when the field is re-enabled after being hidden.
Where are project number settings configured?
Project bill numbers use Settings → Number Settings for the Project entity — not on this Project Settings page.
What does Progress Tracking Mode change?
In Percentage mode tasks show a single Progress % you edit directly. In Quantity mode tasks carry Target and Completed quantities, and progress is derived from them. The mode applies to the Project Task form, Daily Schedule, schedule reports, and the Field Sale App.
What happens to existing progress if I switch modes?
Stored progress and quantity values are kept. Switching mode changes which value is editable and shown; re-enter Completed Qty or Progress on tasks where the other measure was previously used.