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General

Before you begin

Tell other users to exit the project. VSys One cannot open the project's setup when one or more other users have it open. Right-click on the project's name from the Projects panel on the VSys One main screen, then select Setup and then on General.

Linked Graphic

Basics panel

Field name

Description

Project name

This description of the project appears on the list of projects and in many reports.

Primary location

The base location for the project. This is used when searching for projects.

Project group

If you've defined one or more project groups, you can filter and sort projects by the one selected here.

Project description

An optional detailed description of the project.

Applicability

VSys One-only: Project will not appear in GMS

GMS-only: Project will not appear in VSys One

All systems: Project will appear in both GMS and VSys One

Roles allowed in this project

One or more roles that people may play in this project. Note that eliminating a role here will not delete people from the project who already have that role assigned.

How many times may the same person be in this project

More than once but only in different delegations: a person can be registered in this project any number of times as long as it's only once in each delegation

Only once a person may only be registered in this project only once.

On a second and later registrations, show a warning box

If More than once... is selected above, and you try to add a person to a project a second time, a warning dialog will appear if this is checked.

Dates

Volunteering start date

The first date on which volunteers are expected to work. Job slots cannot be created with dates before this.

Volunteering end date

The last date on which volunteers are expected to work. Job slots cannot be created with dates after this.

Project start date

The nominal start date for the project. This appears on reports and on the list of projects.

Project end date

The nominal end date for the project. This appears on reports and on the list of projects.

Effective date for calculating ages

So that entrant ages don't appear to change during the middle of a project, all ages in the project are calculated as of this date, no matter what the calendar date is.

Associations

These are the staff members associated with the project. You can filter projects and their reports by owner and team member. The people who appear on these checklists are the ones defined as security users in VSys One.

Project owners

The primary owners of the project.

Project team members

All users associated with the project.

The Associations panel will only show if VSys Security is enabled

Other settings

Skills applicable to this project

This lets you limit the skills available within this project. Used within jobs setup and filters in a project.

Job preferences applicable to this project

Lets you limit the job preferences available within this project. Used within jobs setup and filters in a project, as well as when assigning people job preferences within the project.

Don't show a warning when registering a volunteer to a job or slot when they have not indicated availability

When giving assignments to volunteers, if the volunteer hasn't indicated availability for that time, a warning message is shown. Check this box to suppress that warning.

Hourly value for jobs which have no value assigned

When crediting volunteers with hours, uses this value if the job itself does not set one.

Addresses

Assigns one or more addresses to the project itself. This can be used in custom reports in the project.

See Also

Project Setup

Project Custom Fields

Project Associations