General Settings

The General Settings consist of the following settings that you can configure:

• Time Zone
• Resource Daily Availability
• Allowing Overlapping Schedule
• Showing Plan Item Type in Front of Task
• Outlook sync configuration

• Configuring time zone
• Changing resource daily availability
• Allowing overlapping schedule
• Hide or display plan item type in front of task
• Choosing outlook sync configuration

Here's how you can set them up:

1. Go to Settings and select General.⚙️

2. Under General Settings, choose the correct time zone of your location.🕒

3. Set your desired number of hours of the Resource Daily Availability.🕒

4. If you want to disable the overlapping schedules in the Planning Screen, choose No.🛑

5. Decide whether to show or hide the plan item type from a task. Either choose Yes or No.📝

6. For Outlook sync configuration, please refer to this article. 📖

If you choose No, the plan item type will be hidden. In this example, Ticket is our plan item type.🚫

7. Click Save changes to apply your settings.🔄

Plan bucket - default filters

Learn how to set up the default filters of your To Do list in Proxuma.

Planning Screen view and time
Set up your Planning Screen View and Time. Configure your Planning Screen's Start Time, Time Format, and other default values.

Planning Screen default

A step-by-step guide on configuring and displaying the hours on month or year for both New and Completed To Dos in your Planning Screen.

Outlook Sync Settings
Enable the integration of Microsoft Outlook and Proxuma to sync your Outlook appointments and view them directly on Proxuma's Planning Screen.