Overview
Each project in Dash360 has an extensive configuration form organized into tabs. These settings control everything about how the project behaves; which code files it uses, how cost classes are structured, how signatures work, and which features are enabled. Open a project’s settings by clicking the Edit button (pencil icon) on any project row on the Projects page.Properties Tab
Core project identity, dates, and lock state.Code Files Tab
Assign the supporting files that define the project’s data structure. Files must be created in the relevant admin pages before they can be assigned here.Unit Time Phase Tab
Controls the time-phasing unit for resource assignment costs in each resource type.Calendar Tab
Build the project’s working calendar: the work week, the hours in a work day, and the holidays that are excluded from working-day counts. The same calendar generates the monthly Hours and FTE rate sets. Click Add Calendar, give it a name, set the Start Date and Finish Date, set Hrs/Day, and tick the Weekly Work Days (Quick Select offers Mon-Fri, Mon-Sat, and All Days). Click Generate Calendar to build the period table, then add holidays in the panel beside it. Tick Set As Default on the calendar the project should use.If a project has no calendar, or has calendars but none marked as default, the schedule simulation falls back to a standard five-day work week (Monday to Friday) with no holidays. Set a default calendar if a non-standard work week or holidays should affect simulated finish dates.
Cost Classes Tab
Define the cost classes available for this project. Cost classes represent different estimate scenarios; for example, Budget, Earned Value, and Actual Cost.Cost Classes
Click Add Cost Class to create a new class. Click the edit icon on any row to modify it.
Cost class types:
The Locked toggle (controlled via the Registry) prevents users from editing resource assignments in that cost class. Cost class locking is a registry-controlled feature; if locking is not enabled in the registry settings, the Locked field has no effect.
Cost Sets
Cost sets group multiple cost classes into a named set for filtering. For example, a “Total Program” cost set might include Budget + Forecast together. Click Add Cost Set to create a set.
Cost sets appear alongside cost classes in Cost Class selectors across Dash360 (Budget Form, Schedule Viewer, reports).
Notebook Fields Tab
Assign notebook categories to this project. Notebook categories appear as custom fields on the Budget Form, Risk Register, WBS Dictionary, and other pages. Categories must be created globally in the Notebooks admin page before they can be assigned here. Use the dual-list selectors (Available → Selected) to assign categories to each entity type. Drag rows in the Selected list to set the display order.Report Colors Tab
Configure the colors used in earned value charts and summary reports for this project.EV Chart Colors
Estimate Type Colors
One color picker per basis code defined in the project’s Basis Code File. Used to distinguish estimate types in cost summary reports.Resource Type Colors
FTE Type Colors
One color picker per FTE code detail, if an FTE Code File is assigned. Used in staffing plan and FTE reports.Cost Type Colors
One color picker per cost type value, if a Cost Type notebook category is configured. Used in WBS summary cost-type breakdowns.Report Settings Tab
Controls how the WBS Summary report presents data for this project.Thresholds Tab
Define EV performance thresholds for this project. Values outside the threshold range are highlighted in earned value reports and dashboards. Set upper and lower bounds for metrics such as cost variance, schedule variance, CPI, and SPI. For each threshold type, specify:
Click Add Threshold to add a new band. Click the edit icon to modify an existing one. Thresholds are project-specific and do not affect other projects.
Variance Fields Tab
Configure the fields that appear on the Variance Narrative Report for this project. Each variance narrative field maps to a specific cost class and appears as a column in the variance grid. This tab controls which fields are shown and their display order.Signatures Tab
Configure the sequential signature workflow for cost estimate approvals on this project. Each signature step represents one approval level.
When a user completes their signature step on the Budget Form, the next approver in the chain is notified. The cost estimate value is recorded at each approval step.
Click Add Signature Step to add a level. Drag rows to reorder steps. Deleting a step does not affect already-completed signatures.
Risk Register Tab
Holds two independent sections for this project: the Risk ID prefixes used to generate new risk IDs, and the risk thresholds that turn raw impact numbers into severity bands.Risk categories and types are not configured here. They are global lists shared by every project on the system and are managed on the Risks page.
Risk ID Prefixes
Define the prefix patterns used to auto-generate Risk IDs when users create risks in the Risk Register.
The prefix and the number are joined with no separator, so any dash or space has to be part of the prefix itself.
Example: Prefix “SW” with Starting Number 000 and Increment 1 generates “SW000”, then “SW001”. To get “SW-000”, enter the prefix as “SW-”.
Risk Thresholds
Define severity bands for risks on this project across three dimensions. Each dimension has its own independent table and its own add button: Add Cost Risk Threshold, Add Schedule Risk Threshold, and Add Probability Risk Threshold.
Thresholds are what turn a risk’s cost, schedule, and probability values into a risk level. Without them a risk still saves, but it is left with no risk level and the Risk Register heat maps refuse to draw.
Uncertainty Classes Tab
Define the reusable cost and schedule uncertainty profiles that this project’s Monte Carlo simulation samples from. Each class holds a distribution method (PERT, Triangular, Uniform, or Single Point) and Min, Most Likely, and Max factors expressed as a percentage of the deterministic value, for both the schedule and the cost dimension. Below the classes table, Basis Code Defaults maps each basis code to a default cost class and a default schedule class. Those defaults feed the Apply Uncertainty to Work Package button on the Budget Form; saving the map does not assign classes on its own. Full field reference: Uncertainty Classes.Spread Types Tab
Spread types define how a risk’s exposure is distributed across its active window. Four system profiles ship with every project (Linear, Front-Loaded, Back-Loaded, and Bell Curve) and cannot be edited. Click Add Custom Spread Profile to build your own from per-period weights. The profile chosen on a risk drives the time-phased and burn down views on the Risk Register. Full field reference and the custom profile editor: Spread Profiles.Quick Status Settings Tab
Configure the Quick Status submission workflow for this project. Quick Status is the page where CAMs submit activity progress updates.Feature Toggles
Custom Rules
The rules grid lists configurable validation rules that Dash360 enforces when CAMs submit status updates.
Click Save at the top of the tab to save both toggle states and all rule changes together.
MTDC Tab
Configure Modified Total Direct Cost (MTDC) settings for this project. MTDC controls how indirect costs are applied to resource assignments. This tab is only visible when MTDCShow is enabled in the project’s registry settings. Set the MTDC rate structure, the applicable cost categories, and which resource result box the MTDC values feed into.Premium Pay Tab
Configure premium pay months that may apply to labor resource assignments on this project. This tab is only visible when PremiumPayShow is enabled in the project’s registry settings. Define which months carry premium pay and which resource result box the premium pay values feed into.Resource Code Security Tab
Control which users can access specific resource codes on this project. This tab is only visible when CAMAccessToResourceCodes is enabled in the registry. By default, all users with project access can use all resource codes. Enable resource code security to restrict individual CAMs to a subset of codes; useful when different CAMs own different resource types and should only see their own.CPR Field Name Overrides Tab
Override the display names of fields and groups in the Cost Performance Report (CPR) for this project. Useful when your organization uses different terminology than the Dash360 defaults. The tab shows a two-column table:
Overrides are project-specific and only affect display names; they do not change the underlying data structure.
IPMDAR Export
IPMDAR (Integrated Program Management Data Analysis Report) is a government-standard EV data format. Click Download IPMDAR Files to export the full IPMDAR package as a ZIP file containing 24 JSON files. The export includes:
Cost data in each performance file is broken down by: Total, Direct, Labor, Material, ODC (Other Direct Cost), Subcontract, Overhead, Common, and G&A.
The export is read-only and does not modify any project data.