Overview

System Lists covers elements of projects and activity properties - is something a priority and if so what are the list of priorities - or do you want to categorize a task by department or another internal maker or designation, what types of vacations are available for users - these are things which an admin can set up and make available as choices throughout the software.

See the individual links, below, for the various aspects of system elements available for add/edit on the system list page.

Accessing System Settings

To access the System Settings screen, take these steps:

1. Log in as ‘Manage system settings’ permission user. If you are already logged in, skip this step.
2. Click User menu and select System lists under Settings.

System lists include the default values of various important project and activity attributes, such as statuses or priorities. You can both edit the existing and create new items. For example, you can create your own project status and call it 'Suspension'. One of the option you will have to choose for the newly created is whether it be treated as completed. It means that when selected the status will prompt Easy Projects to consider a project with this status completed. This will result, for example, in the project not being visible if the 'Show completed projects' option is turned off.

Some of the values may be changed by an administrator, or by user with ‘Manage System Settings’ permission enabled in her role, while others cannot be edited or deleted at all.

Editing or deleting an item 

To edit or delete an item:

1. Log in as user with ‘Manage system settings’ permission. If you are already logged in, skip this step.
2. Get to the required screen by clicking on System lists under Settings on the User menu.
3. Select a tab, e.g. Priorities.
4. To edit or delete an item click on its row as it changes in color. From a popup menu, select the action you wish to perform.

Adding an item 

To add an item:

1. Perform steps 1, 2, and 3 above.
2. Fill in the required fields for an item you wish to add, and click the "Add" button. An example is given in the illustration below.

The tab has two sections: a list of available categories, and a form to add new ones.

Available categories

Adding a category

1. Open the Categories tab.
2. Click +Add activity. 
3. Type the name of the new category.
4. Press Enter.

Editing/deleting a category

To edit/delete a category:

1. Click anywhere on the row of the category you want to edit/delete but its name.
2. Select Edit this item or Delete this item, as appropriate.
3. Editing: Change the name of the category and click Update.
4. Deleting: Confirm the deletion.

On this tab you can add new priorities, rename and delete existing ones and change their order using drag-n-drop.

Resource loading is a tab on the System List screen.

The tab has two sections: a list of available thresholds, and a form with a system of sliders to adjust their values as and when required.

Available workload thresholds

Adding workload threshold

To add a threshold:

1. Log in as a user with the ‘Manage system settings’ permission. If you are already logged in, skip this step.
2. Get to the required screen by clicking on System lists under Company Settings (User menu).
3. Double-click on the slider bar.
4. Adjust the value of the new threshold by dragging the respective slider left or right.
5. Click Apply.
6. To name the new threshold, use Edit this item from its context menu in the table of available thresholds.
7. Click Apply when finished.

Adjusting threshold values

To adjust threshold values:

1. Drag the sliders to adjust the values of the thresholds in percent.
2. Click Apply when finished.

Changing color coding

To change the color coding:

1. Right-click on the bar within the threshold you want to change.
2. Select a new color for the threshold.
3. Click Apply.

Renaming threshold

To rename a threshold:

1. Click on the row of the threshold to be edited in the table of available thresholds and choose Edit this item.
2. Type a new name.
3. Click Update.
4. Click Apply.

The tab has a list of available types with the toggles: Paid, OT/VAC pay.

Preset vacation types

Birdview comes with 7 preset vacation types:

Item	Default Color Code	Comment
Regular Vacation		Cannot be deleted
Leave of Absence
Trade Show
Bereavement
Training Program
Travel Day
Absent (unplanned)

Adding a vacation type

The tab has two sections: the list of available public holidays, and the button to add a new one.

Available public holidays

Adding a public holiday 

To add a public holiday:

1. Click '+ New public holiday.'
2. Specify a name for the holiday to be added, e.g. ‘Christmas Day’.
3. Press the Tab key.
4. Select a date, e.g. December 25.

To edit/delete a public holiday:

1. Click the dustbin button ().
2. Click 'Delete Permanently'.

Aside from their effect on a users workload, public holidays are also related to the payroll report - see the note below.