To update your general account settings, go to Settings > General.
The general settings are divided into several important sections:
Location and Format
Set local time zones and time, date, number, number display and currency formats for your organization.
The date format from the general settings will be applied across the app. The date format from the document templates will be applied to the respective documents (proposals, budgets, invoices).
Work Time
Decide on the starting day of the week, working days, and how many hours there are in a person-day.
Person-days
The person-day setting is mainly there to help track the hours worked or assigned to a person in the reports section and within the budgets.
Note that the person-day setting is different from resourcing and a person's cost rate.
It's a specific metric designed for tracking work hours and converting them to person-days (sometimes referred to as man-days), to help you understand and analyze how hours and work are distributed across the team.
When set up through Settings > General, the person-day setting is applied to the whole organization, and not on an individual basis.
Person-days in Reports
Scenario A: The person-day is set to 6 hours
In the reports section, you see that Lucy Wu worked 40 hours.
By changing the field formatting in the report to Person-day, you'll see Lucy worked 6.67 person-days
This corresponds to 40 hours worked / 6 hours (one person-day) = 6.67 person-days in total.
Scenario B: The person-day is set to 8 hours
In the reports section, you see that Lucy Wu worked 40 hours.
By changing the field formatting in the report to Person-day, you'll see Lucy Wu worked 5 person-days.
This corresponds to 40 hours worked / 8 hours (one person-day) = 5 person-days in total.
Person-days in Budgets
When you configure the person-day setting to, say, 6 hours, it will also impact the day unit within the services listed in your budget.
To put it simply, if you're selling one day's worth of work, it translates to 6 hours in this particular scenario.
The Ultimate plan lets you customize Person-days per budget, giving you more flexibility in setting up individual budgets outside of organizational settings, similar to custom cost rates.
Currency
Edit default currency, number of decimal places shown, and default markup on expenses. To find a bit more about currency settings check here.
Numbering Scheme
Create a numbering scheme for projects, budgets, or tasks. For a bit more on how to do that, check here.
