Beta Mode
Users can also use the Projects ‘Beta Mode’ Features along with the standard features. To configure Beta Mode, navigate to Administration > System Settings > Projects. Search for the key (projects.beta.mode.enable) and set the ‘Value’ as ‘True.’
The following are the features included:
Parent Task
Dependency Details
Baseline a Project
View Baselines
Configure Project Groups
Parent Task
The Parent Task functionality allows users to link tasks or data objects to a parent task within the same project. This feature enhances task hierarchy and project structuring. It is only available when the Beta Mode is enabled under system settings.
Here, Users can perform the following actions:
Assign a Parent Task via a dropdown in the respective task shutters.
Unlink a Parent Task from the same dropdown.
View a new "Parent Task" column in the List View, positioned beside the Task Name column.
Click on a Parent Task name in the List View to open its task shutter.
Navigate to Projects > Open a Project > List View, click on any Task Name from the Task Name column. Configure the Parent Task from the Task Name shutter.
Dependency Details
It defines and tracks the relationship or sequence between tasks. It specifies how a particular task is dependent on one or more other tasks. Here, users can select task(s) from the select task dropdown list and click Add to add the dependent task(s).
Baseline a Project
The Baselining feature enables Project Admins and Owners to capture a snapshot of the project timeline and compare it with actual progress, tracking any delays. It is beneficial for monitoring changes over time, auditing data governance progress, or comparing different stages of a project's lifecycle. By creating a baseline, teams can ensure accountability and maintain historical context during iterative updates or project reviews. This feature is available only when the 'Advanced Mode' system setting is enabled. Navigate to Projects > Project Summary > Board View/List View > Nine Dots > Baseline the Project.
View Baselines
View Baselines allows users to view and manage baseline versions of a project. A baseline represents a snapshot of the project's metadata, lineage, or configuration at a specific point in time, used to track changes or compare versions during data governance processes. By selecting 'View Baselines', users can access historical records, monitor how the project has evolved, and ensure compliance and auditing requirements are met.
The Project Baseline includes two tabs: Project and Task.
The Project tab provides a centralized view of project metadata, including Baseline Version, Start Date, End Date, Estimated Effort, Baseline Comments, Baselined By, and Baselined On details.
The Task tab provides a consolidated view of all tasks associated with the selected project baseline.
Configure Project Groups
Configure Project Groups allows administrators to organize users into logical groups based on their roles, departments, or responsibilities. This configuration enables more efficient project access management, collaboration, and task assignment by defining which groups can view, edit, or contribute to specific projects.
Project Admins can now configure Project Groups and assign each Project Owner to a specific Project Group. Navigate to Projects > Nine Dots > Configure Project Owners. Add the Project Group Name, Project Group Owner, and Project Group Description to configure a new Project Group.
Custom Fields Availability for Projects
All custom fields created at the ‘Global’ level will be visible and added by default to all projects.
The Custom Fields functionality allows users to configure additional fields for projects based on ‘Project Groups.’ This feature is only available when beta mode is enabled in system settings.
Navigate to Administration > Custom Fields > Object Type (Project) > Project Group > Select Project Group.
Users can also configure Project Task-level custom fields.
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