System Configuration

keyboard_arrow_downdashboardOverview

dashboard Dashboard

keyboard_arrow_downpeopleResource Management

person People

assignment Assignments

pie_chart Allocation Rules

keyboard_arrow_downbar_chartReports

calendar_today Work Calendar

people_outline People Calendar

history Audit Logs

keyboard_arrow_downsettingsConfiguration

category Person Types

folder_special Process Areas

license Cert Levels

event Holiday Calendar

settings_applications System Config

settings General Settings

Application Name Application display name (system-managed)

Time Zone Default timezone for the application

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General Settings

These settings control basic application behavior and are managed at the system level.

psychology Allocation Scoring

Experience Threshold Completed assignments needed to be considered experienced

Internal Preference Weight Multiplier for internal team members (1.0 = no preference)

Process Area Match Weight (Points)

Points awarded for matching process areas between person and assignment (out of 100)

Role Match Weight (Points)

Points awarded for matching role (out of 100)

Capacity Weight (Points)

Maximum points for available capacity (out of 100)

Total Score Breakdown:

Process Area: 30 + Role: 20 + Capacity: 40 + Experience: 10

schedule Scheduling Configuration

Readiness Review Lead Time (Days) Days before assignment start to schedule Readiness Review meeting

Training Lead Time (Days) Days before assignment start to schedule training (applies to all certification levels)

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Scheduling Lead Times

These settings determine how far in advance to schedule Readiness Reviews and Training sessions before an assignment starts. Training uses a universal value for all certification levels to simplify configuration.

notifications Notification Settings

Enable Email Notifications Send email notifications for system events

Notify on Allocation Changes Send notification when allocations are created or modified

Alert on Over-allocation Send alert when person exceeds 100% allocation

Toast Display Duration (Milliseconds) Controls how long toast notifications are shown (1 to 30 seconds)

email SMTP Configuration

Configure SMTP settings to enable email notifications. Password is stored securely.

SMTP Host SMTP server hostname

Port SMTP server port (usually 587 for TLS)

Enable SSL/TLS Use secure connection (recommended)

Username SMTP authentication username

Password SMTP authentication password (stored encrypted)

From Email Email address for outgoing messages

From Name Display name for outgoing messages

security Security Settings

Session Timeout (Minutes) Time before inactive user is logged out (system-managed)

Require Strong Passwords Enforce password complexity requirements (system-managed)

Enforce MFA for all users Require MFA for every account. Users can still choose their MFA method.

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Security Settings

These settings are managed at the system level through environment configuration for security reasons.

login Single Sign-On (SSO)

SSO for Existing Users Only: Single Sign-On allows existing users to log in using their Google, Microsoft, or Zoho accounts. New users cannot register via SSO - they must first be created in the system and linked to an identity account.

Enable Single Sign-On (SSO) Allow users to log in using external identity providers

save Save changes to apply configuration