Workspace
The Settings → Workspace screen is the entry point for FoxPlan global configuration. It groups every tab that drives the environment behavior.
Access
Main menu → Settings → Workspace
This screen is reserved to workspace administrators and enterprise administrators. Other members have no access, and the “Settings” entry is not offered to them in the menu.
Available tabs
| Tab | Purpose |
|---|---|
| Workspace | Identity, status and general settings (current tab) |
| Calendar | Weekly working capacity and exception days |
| Member | Manage users and generic resources |
| User access | Profiles, groups, menu and feature access |
| Custom fields | Business attributes for projects and other entities |
| Budget | Currency, daily rates and budget rules |
| Timesheet | Periodicity and timesheet rules |
| API | API accounts and keys, associated rights |
| Notifications | Email templates and alert channels |
| Jira | Jira connector to synchronize tasks |
| Datamart | Export data to an analytical warehouse |
| Client | Commercial documents, payment terms and billing terms |
| Archive | Archive and restore projects with drag and drop |
The "Workspace" tab
This is the identity tab. It lets you set:
- Name (required) — Label displayed in the application header
- Description — Free text describing the workspace usage
- Status — Current state (active, in-project, archived…)
- Company — Legal entity owning the workspace
- Department — Internal entity (IT, R&D, BU…)
- Fiscal years — List of fiscal years (four-digit years) offered throughout the application. Add a year with the input field then the
+button; remove it by clicking the cross on its chip. When the workspace is created the list contains the current year, N+1 and N+2; an existing workspace declaring none is initialised the same way. These fiscal years feed the Fiscal years field of a project definition and the fiscal years of a strategic plan - Public ideas URL — Address allowing external users to submit ideas to the workspace idea box, when this feature is enabled
- Maximum public ideas per day — Anti-spam ceiling on the public idea URL (
0by default, up to10000) - Workspace administrator — Read-only list of current administrators
The Save button in the action bar persists the changes.
The list defined here is the single source of fiscal years:
- Project definition — the Fiscal years system field attaches a project to one or more fiscal years
- Advanced project search, content filter of a project portfolio and of a strategic plan — the fiscal year is a filter criterion there
- Strategic plan definition — a plan's fiscal years are chosen from this list
Wherever a fiscal year is selected, a help bubble next to the field recalls that the list is defined and maintained here, by the administrator — there is nothing to add from a project sheet or a plan.
Removing a year from the list does not erase it from the projects or plans already using it: it simply stops being offered.
- Workspace members — understand roles
- User administration — create/disable accounts