Overview

The Customization page allows you to set default settings for your People, Projects and the Views within your Shaper and Assignments View. Once set, they can be adjusted as needed at a later time by Users with the appropriate Permissions.

What you will see in Customization

1. Default Business Settings - This section contains options for setting your default Time Zone and Qualified Threshold at which Deals are pulled into Parallax from your CRM (optional). It also includes the Organization Base schedule per day that each Person will inherit (unless overridden on their Settings > People profile). Lastly, included is the Utilization Configuration which determines if Time Off/Holidays are excluded (recommended) or included in Utilization calculations (find out more here).
2. Default Timeline Settings - This section allows you to set the default Increment of Time (Day, Week, Month) and Unit of Measurement (Hours, Percent) that appears when Users for your organization visit the Assignments View or Project Shaper. Individual Users can toggle between these options in the Shaper/Assignments View (and set Saved Views within Assignments View), but this controls the starting point.
3. Default Financial Settings - This is where you determine the starting Financial Settings on Deals incoming from your CRM. You can set the starting Financial Model and the Percent of Margin goal the Project starts with. 
   Additionally, this is where you'll find Projected Calculation setting - this setting controls what's considered the cut-off between the Past (Actuals) and the Future (Plans). It controls the calculation used by any Projected Data, as well as anything else that requires distinguishing between past/present/future.*
4. Currency Exchange Table (Optional) - If you work with multiple currencies, you can create an exchange table to track and apply Exchange rates that are applied by Pipeline (to Projects) or by Location (to People). This is a little more involved, so if you want to use multiple currencies, we recommend checking out this article.

What you can do in Customization

Change the Time Zone for incoming Deals:

1. Select the desired Time Zone under Default Time Zone
2. Click "Save"

Note: This will apply only to new Projects brought in from your CRM, rather than existing Projects

Set/Update a Qualified Deal Threshold:

1. Select "Use Threshold"
2. Set Threshold to desired Deal certainty
3. Click "Save"

Note: This will apply only to new Projects brought in from your CRM, rather than existing Projects

Set Organization Base Hours:

1. Enter the desired hours for each day of the week
2. Note: Total per Week will be automatically calculated for you
3. Click "Save"

Adjust inclusion/exclusion of Holiday and/or Time Off hours in Utilization calculations:

1. Check/uncheck box for Time Off and/or Holidays under Utilization Configuration.
2. Click "Save"

Adjust Default Timeline Settings:

1. Update the Increment of Time to Month, Week or Day
2. Update Unit of Measurement to Hours or Percent
3. Click "Save"

Set Default Financial Settings:

1. Select the desired Billing Model from the Billing Model dropdown
2. Enter the desired Margin Percentage
3. Select either Current Day or Last Week under Projected Calculation dropdown
4. Click "Save"

Note: This will apply only to new Projects brought in from your CRM, rather than existing Projects

Create Currency Exchange Table:  

1. Follow instructions in this Article.