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> Use this file to discover available pages before exploring further.
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# Projects | Settings

In this article we go step by step through the **project settings** of Robaws. Also take a look at the [general settings](https://support.robaws.com/en/article/general-settings-1han2yn/): they contain settings that influence several modules, and therefore projects as well.

You find the settings via **settings > projects**.

| After a change, click **activate settings** at the bottom right. Only then is the setting active in your environment.

## Master data

[Execution phase](https://support.robaws.com/en/article/what-are-execution-phases-1euquo1/): switch this toggle on to work with execution phases on your projects. Then click through to create them. You give every execution phase a name and can link a planning group to it in order to group them on the [dayplanning](https://support.robaws.com/en/article/dayplanning-general-1ohthp5/).

## Overview

Here you determine what the various views of the **overview screen** of your projects and of the **recalculation** table in a project file look like. What you change here applies to every user. In addition, every user can still create and set up their [own overviews](https://support.robaws.com/en/article/using-overview-screens-10zscoo/).

| Setting | Explanation |
| ---- |
| Quick filters | Choose which [filters](https://support.robaws.com/en/article/using-filters-in-the-overview-screen-jhinln/) are ready by default in the overview. |
| System overview | Determine which columns you want to see in the **table view**, and in which order. |
| Recalculation overview | Determine which columns you want to see in the **analysis view**, and in which order. This also determines the layout of the **recalculation** table in every project file. |
| Financial overview | Determine which columns you want to see in the **financial view**, and in which order. |
| Card info | Set the title, the subtitle and the fields of the card in the [kanban and map views](https://support.robaws.com/en/article/views-in-the-overview-screen-au7o3/). A maximum of 8 fields in total. |
| Tags | Set up labels that appear on a card as soon as an item meets your condition. At most 10 per module. |

Card info and tags apply to the whole environment. Columns are set separately.

## Settings

| Setting | Explanation |
| ---- |
| Quotation concern as planningname | Switch this on if you want the **concerning** field from the quotation to be carried over into the **planningname** field of the project. |
| Wappy enabled on file by default | Switch this on to release new project files for [Wappy](https://support.robaws.com/en/article/wappy-files-tn34g3/) by default. You can still change this per file in the project. A folder appears in Wappy as soon as it holds one released file. |
| Construction partners | Switch this on to show the [Construction partners](https://support.robaws.com/en/article/construction-partners-182dgnv/) table in the project. |
| Forecast & forecast changes | Switch this on to see an extra line **Forecast changes** in the insights of the project. |
| Discounts and surcharges | Switch this on to see an extra line **Discounts and surcharges** in the project details. |
| Measurements | Switch this on to work with [measurements](https://support.robaws.com/en/article/adding-a-measurement-1qdbpis/) on your projects. |
| Type construction partner | Adjust the list of construction partner types as you wish. This list is used in the supplier file and in the project file. |

## Next number

Here you set the numbering of your projects: the **prefix**, the **suffix** and the number of digits (**#Numbers**). With **change next number** you determine which number the next project is given. You find more explanation in [how do I change a document number](https://support.robaws.com/en/article/changing-a-document-number-zlc0jx/).

## Extra fields

Just as with all modules in Robaws, you can also create [extra fields](https://support.robaws.com/en/article/working-with-extra-fields-1vwszk1/) of your choice for a project.

| If you create the same extra fields on both the quotation and the project, the content of those fields can be carried over automatically.

## Recalculation

| Setting | Explanation |
| ---- |
| Post | Switch this on to show an extra **post** column in the quotation in which you can select a [post](https://support.robaws.com/en/article/creating-a-post-ry11o1/). In the [recalculation](https://support.robaws.com/en/article/project-recalculation-1sitd2t/) this provides an extra subdivision. |
| Grouping, Subdivision and Display | Determine the default value for the grouping, the subdivision and the display of the recalculation table. |

## Pdf

| Setting | Explanation |
| ---- |
| Show comments on PDF | Switch this on to show the remarks you note in the project on the pdf. |

## Statuses

Manage the [statuses](https://support.robaws.com/en/article/working-with-statuses-q7rtmv/) of your projects here. You also indicate which statuses consider a project active for [track and trace](https://support.robaws.com/en/article/track-and-trace-kpqaa5/).

## Templates

You can [create your own templates for projects](https://support.robaws.com/en/article/creating-a-template-ze96ir/). That way you have various project templates in which certain fields are already completed, and for a new project you choose the template that fits. You can update a template in the settings without this changing anything in your projects in progress.

You draw up a project template like this:

1. Click **add** and give your template a name.
2. Choose your starting point: **choose existing** to start from an existing project, or **create blank template** to start from an empty project.

## Default documents

Set up the [default documents](https://support.robaws.com/en/article/creating-a-contract-or-extra-default-document-qitho/) that you want to use from a project here. They appear in the project file under the **default document** action button. You can still edit them there before you send them to the customer.

## Email templates

Here you set up the [email templates](https://support.robaws.com/en/article/email-template-1r656oh/) that you use to send mail from a project. You prepare various emails with a fixed text (with [replacement codes](https://support.robaws.com/en/article/replacement-codes-1omjlni/) if you wish) and with particular attachments.