You are here: Chapter 7: Configuration and Administration > Project Administration > General > Project Options > General Tab

General Tab

Project Name

This feature allows you to change the current project’s name (rename project), which was given when the project was first created.  To change the name, erase it and replace it with the new name.  This does not affect the project’s data or database directory.

Default Language

FootPrints supports multiple languages for display.  If multiple languages are available in the current installation, this option allows you to choose a default language for the current project. If Use System Default, is selected, then System Administrator's default setting applies for this project.  This option can be overridden by individual user preferences. FootPrints includes French, German, Spanish (Castilian), and Portuguese (Brazilian) language packs as part of the basic installation.

For information on multiple language support, please refer to Language under System Administration.

FootPrints Terminology

The name for records in the current project can be changed here. For example, in a Help Desk project, a record might be called "Case", while in a Software Development project, a record might be called "Change Request".  Both the singular and plural forms can be specified. The name chosen here is reflected throughout the project. The default name for records is the system-wide preference.  

HTML Description Editor

The standard Description input area can be replaced by a WYSIWYG editor that allows the Description to contain HTML formatting, allowing you to make text bold or use different fonts and colors.  Internet Explorer v5.5 or greater is required for this feature to work.  This feature defaults to enabled, and individual agents can disable it or enable it in their preferences.  If you would like to disable it for all users in the project (i.e., make this feature unavailable to users), uncheck this option.

Validation of Email Address Fields

If enabled, the values given to email address fields are required to contain the '.' and '@' characters. Email fields that are the primary key for the address book are not validated by this option. In order to apply this to the primary key, set values for the Customer Email Address Format from the Customer Options administration page. To set those values, select Administration | Project | Customer Options, then scroll to the Primary Key Options section of the page.

Disable Address Book

If this project does not require it, the Address Book feature can be disabled, simplifying many FootPrints forms for the members of this project.  If the Address Book is disabled, the Address Book link is removed from the FootPrints Toolbar and Address Book fields no longer appear in any FootPrints forms, including the Create Issue page, Edit Issue page, and Search page.

Disabling the Address Book also affects Customers.  FootPrints cannot link Customer Requests to Customer Address Book contact information if the Address Book is disabled.

Note

If there is at least one Customer account for this project and you want Customer Requests linked to their Address Book contact information, the Address Book must be enabled.

Global Issues

The use of Global Issues may be enabled on a project-by-project basis. Change your preference to enable or disable the use of Global Issues for this project. For more information, refer to Global Issues.

Service Catalog

The Service Catalog option is only functional if you have a Numara Configuration Management license. If Service Catalog is enabled for this project, roles allowed to use the service catalog will have access to it.

Project Logo

Each project can have be customized with any image in the top left-hand corner.  Browse for the image on your local machine or network. The image's size should not be larger than 180x68 pixels. In addition, the logo image can, optionally, be set as a hyperlink to a URL of your specification.  The default image is the system-wide preference. Finally, you can specify text that will appear as a pop-up when the cursor is moved over the logo image in the field labeled If yes, alt text is.

Display Total Number of Matching Issues on Homepage and Searches

When enabled, the total number of matches to a search or Homepage is displayed, e.g., Matches 1 - 20 displayed of 150 total matching Issues. To speed up searches in a large project, it can be disabled to not include the total number, e.g., Matches 1 - 20 displayed.

Splash Screen

An optional splash screen can be displayed when users first log into FootPrints.  This page can be customized (in HTML) to contain project information, updates, important messages, etc.  One page can be created just for internal users and, simultaneously, a different page can be displayed for Customers.

To add a splash page:

  1. Select Administration | Project |Project Options | General tab and then go to the Splash Screen/Project Info section.
  2. Enter plain text or HTML into the box provided.  To make this easier, you can create an HTML page in an HTML editor, copy the HTML, and then paste it into this box.
  3. Choose Agent User to display the page to internal users or Customer to display the page to Customers.
  4. Check Splash Screen to have the page displayed in a separate window when users log into FootPrints.
  5. Check Linked on Home page to have a link on the Project Homepage to the splash page (the Project name in the upper right corner of the home page becomes a link to the page).
  6. If you select Linked on Homepage, you have the option to choose an icon to display next to the Project name on the home page (this icon links to the splash page).
  7. Enter your password and click GO.