Fluid Feature Guide
Feature Flags in Fluid are configuration switches that allow administrators to enable, disable, or tune specific platform capabilities without requiring a code deployment. Each flag targets a defined area of the product and can be toggled from the Administration Console.
This article provides a summary of every available feature flag, grouped by functional area, so that administrators and end users can understand what each flag controls and how it affects day-to-day use of the platform.
Note: Feature flags that begin with Disable or Hide are typically on by default and turn off a behaviour when enabled. Flags that begin with Allow, Show, or Enable activate an additional capability when switched on. If a flag is missing from the configuration table it defaults to enabled – contact your administrator if you are unsure of the current state of any flag in your environment.
Actions and Notifications
This group governs how action items are presented and how users are alerted when tasks, meetings, or chat events require their attention. Turning flags in this area on or off directly affects the visibility of status indicators and the volume of automated reminder emails sent by the platform.
Feature | Description | Setting Location |
|---|---|---|
Show RAG Status on Actions | Displays Red / Amber / Green status indicators on action items so that progress is immediately visible at a glance. | Disabled by default - Contact your CSM |
Allow Action Reminder Alerts | Sends reminder notifications to action owners when their items are due or overdue, helping to keep workstreams on track. | Enabled by default - Contact your CSM |
Send Reminder for Overdue Actions | Automatically emails assignees when an action has passed its due date without being resolved. | Enabled by default - Contact your CSM |
Send People Mentioned in Chat Email Notifications | Sends an email notification to any user who is @-mentioned inside a chat conversation. | Enabled by default - Contact your CSM |
Send Board Owner Notifications | Sends email notifications to board column owners when completion criteria are met. | Enabled by default - Contact your CSM |
Application Integration
This group controls how Fluid connects to and communicates with external systems and services. It covers third-party tool connectors (Azure DevOps, Jira, Microsoft Teams, Outlook, Power BI), inbound and outbound email, webhook support, and the visibility of integration-related menu items. Organisations that do not use certain integrations can suppress the relevant UI to reduce noise for their users.
Feature | Description | Setting Location |
|---|---|---|
Show Banner on Home Page | Displays a configurable announcement banner on the home page, useful for broadcasting system notices or key messages to all users. | Enabled by default - Contact your CSM |
Show User Managed Integrations | Displays the Setup Integration menu option under Tools, enabling users to begin configuring integrations with external platforms. | Enabled by default - Contact your CSM |
Allow Create / Update Item in External Integrations | Allows Fluid to create and update items in connected external systems such as Azure DevOps or Jira as part of two-way synchronisation. | Enabled by default - Contact your CSM |
Show Work Insights | Displays the Work Insights integration entry points wherever they are available in the interface. | Enabled by default - Contact your CSM |
Sync Only Last Changed External Integration Items | Performance optimisation that updates external DevOps or Jira items only when they have changed, reducing unnecessary API calls. | Disabled by default - Contact your CSM |
Allow Azure DevOps Sync | Makes Azure DevOps available as an integration option when setting up a board, enabling bi-directional synchronisation of work items. | Enabled by default - Contact your CSM |
Allow Jira Integration Sync | Makes Jira available as an integration option when setting up a board for bi-directional synchronisation. | Enabled by default - Contact your CSM |
Allow Action Web Hooks | Enables a board to push card and task events (create, update, delete) to a user-configured REST endpoint. | Enabled by default - Contact your CSM |
Allow Inbound Email Processing | Allows users to send emails into the platform to create or update items, such as meeting actions or project notes. | Enabled by default - Contact your CSM |
Allow Sending Outbound Emails | Permits the platform to send automated outbound emails including notifications, reports, and alerts. | Enabled by default - Contact your CSM |
Allow Outbound Emails to Unlicensed Users | Extends outbound email delivery to users who do not hold an active Fluid licence. | Enabled by default - Contact your CSM |
(Legacy) Enable SMTP Email Delivery | Uses a custom SMTP address and port for email delivery. This is a legacy setting – cloud-based email services are preferred for new installations. | Disabled by default - Contact your CSM |
Allow MS Teams Webhooks | Enables the platform to send messages and notifications to Microsoft Teams channels via webhooks. | Enabled by default - Contact your CSM |
Allow MS PowerBI / Excel Endpoints | Enables API endpoints for exporting data directly to Microsoft Power BI and Excel. | Administration Console > Setup Project Features |
Allow Outlook Sync | Enables synchronisation with Microsoft Outlook for calendar and task interactions where supported. | Enabled by default - Contact your CSM |
Application Settings
This group covers platform-wide behavioural and administrative settings that are not tied to a single module. It includes UI customisation options (dark mode, What's New link), licensing visibility, performance controls for PDF and Excel exports, auditing toggles, and queue management for background report processing. These settings are generally configured once by a platform administrator and rarely changed thereafter.
Feature | Description | Setting Location |
|---|---|---|
Dark Mode | (Beta) Option for users to switch to dark mode, ensuring a consistent light-theme experience across the organisation. | Disabled by default - Contact your CSM |
Enable Custom Property Expressions | Allows administrators and users to create custom properties that evaluate dynamic expressions for computed values. | Enabled by default - Contact your CSM |
Show Workhubs | Displays Workhub areas, which provide a way to group and navigate related work across the platform. | Enabled by default - Contact your CSM |
Disable API Auditing | Turns off API request and response auditing to reduce logging overhead in high-traffic environments. | Disabled by default - Contact your CSM |
Disable Login SSO Tracing | Disables detailed Single Sign-On login tracing for authentication events. | Disabled by default - Contact your CSM |
Catalog Types | Hides or disables catalog type categorisation across the platform. | Contact your CSM |
Bulk Edit
This group controls access to Fluid's bulk data editing capability, which allows administrators or power users to update multiple records simultaneously using an Excel-based upload workflow. This is particularly useful for mass updates to project portfolios, schedules, or resource plans.
Feature | Description |
|---|---|
Allow Bulk Edit | Enables the bulk edit functionality, allowing multiple records to be updated at once via a structured Excel file import. |
Delivery Teams
This group enables Delivery Team workspaces and placeholder resource planning, supporting organisations that manage resource capacity across multiple projects and programmes through named delivery teams. These features are particularly relevant to resource managers and PMO teams who need to plan demand and allocate team capacity effectively.
Feature | Description | Setting Location |
|---|---|---|
Show Delivery Team Spaces | Enables Delivery Teams to access a dedicated workspace for team resource management, assignments, and capacity planning. | Enabled by default - Contact your CSM |
Enable Team Placeholder Plans | Enables placeholder resource plans for team capacity management, supporting calculated forecasts for team assignments to flex tasks and projects. | Enabled by default - Contact your CSM |
Documents
This group governs document management capabilities within Fluid, including the ability to upload, download, and preview documents attached to projects, actions, and other items. Organisations can restrict these capabilities individually to match their data governance or security requirements.
Feature | Description | Setting Location |
|---|---|---|
Allow Document Download | Allows users to download documents that have been attached to items within the platform. | Enabled by default - Contact your CSM |
Allow Document Preview | Allows users to preview documents in the browser without having to download them first. | Disabled by default - Contact your CSM |
Allow Document Upload | Allows users to upload new documents and attach them to items such as projects, meetings, and actions. | Enabled by default - Contact your CSM |
Financials
This group is one of the most extensive in the platform and governs all aspects of project financial management. It covers budgets, forecasts, actuals, capitalisation, cost code distributions, funding allocation, rate cards, secondary currencies, and scenario planning. Organisations typically configure this group carefully during implementation to match their financial reporting requirements and cost accounting practices. Individual flags can expose or hide specific financial sub-modules to keep the user interface focused on the capabilities that are relevant to each deployment.
Feature | Description | Setting Location |
|---|---|---|
Show Project Financials | Displays the financials module on projects, including budgets, forecasts, and actuals. | Enabled by default - Contact your CSM |
Hide Project Revenue Financials | Hides revenue-related financial data and fields from project financials where organisations track costs only. | Hidden by default - Contact your CSM |
Show Actuals with Capex Split | Displays financial actuals with a split between capital expenditure (CapEx) and operating expenditure (OpEx). | Disabled by default - Contact your CSM |
Show Baseline Forecast | Displays the approved baseline forecast and variance columns in the financial grid for comparison against current forecasts. | Enabled by default - Contact your CSM |
Show Benefits | Enables benefits tracking and related financial benefit metrics within project financials. | Disabled by default - Contact your CSM |
Show Capitalization | Enables capitalisation tracking and associated accounting features for eligible project costs. | Disabled by default - Contact your CSM |
Enable Capitalization Jobs to Process | Enables the background jobs that calculate and post capitalisation entries automatically. | Enabled by default (where Capitalization is available) - Contact your CSM |
Show Cost Code Distributions | Displays cost code distribution details and allocations, allowing financial entries to be broken down across multiple cost codes. | Disabled by default - Contact your CSM |
Show Custom Properties in Financial Forecast Grid | Adds administrator-configured custom properties as additional columns in the financial forecast grid. | Enabled by default - Contact your CSM |
Show Financials (Committed) | Displays committed costs within project financials alongside planned and actual figures. | Disabled by default - Contact your CSM |
Show Financials Forecast In Current Month | Shows forecast values aligned to the current month in the financial grid for easier period-on-period comparison. | Disabled by default - Contact your CSM |
Show Line of Business | Displays the Line of Business field and the related financial reporting dimensions. | Disabled by default - Contact your CSM |
Show Missing Resource Forecast | Highlights forecast periods where resources are not fully allocated or have missing forecast entries. | Disabled by default - Contact your CSM |
Show Project Funding | Enables project funding tracking and allocation views to manage funding sources and approvals. | Enabled by default - Contact your CSM |
Enable ATL/BTL Funding Reporting | Enables Above-the-Line (ATL) and Below-the-Line (BTL) expense category filtering for funding comparisons and reporting. | Disabled by default - Contact your CSM |
Show Project Non Resource Financials Feed | Displays the non-resource financial feed of costs and manual adjustments for a project. | Disabled by default - Contact your CSM |
Allow Cost Code Distribution Editing | Allows users with appropriate permissions to edit cost code distributions for financial entries. | Disabled by default - Contact your CSM |
Allow Date Based Project Phases | Enables project phases to be defined and tracked by date ranges within the financials module. | Enabled by default - Contact your CSM |
Allow Date Based Capitalization Inclusion | Evaluates transactions on their transaction date rather than the financial posted month when determining inclusion in a capitalisation phase. | Disabled by default - Contact your CSM |
Allow Project Financial Scenario Planning | Enables the creation and comparison of multiple financial scenarios to support planning and decision-making. | Disabled by default - Contact your CSM |
Allow User Entered Financial Actuals | Allows users to manually enter financial actuals directly into the project financials module. | Enabled by default - Contact your CSM |
Allow Project Managers to Edit Financial Actuals | When enabled, project managers (not just administrators) can edit financial actuals. Disable to restrict editing to project administrators only. | Enabled by default - Contact your CSM |
Disable Copy of Forecasts to Actuals | Prevents project actuals from being automatically generated by copying forecasted values. | Disabled by default Administration Console > Setup Project Features |
Disable Capex Target | Turns off CapEx target tracking and the related validations within financials. | Disabled by default - Contact your CSM |
Disable Flex Boards | Disables Flex Board functionality used for financial planning and tracking. | Disabled by default - Contact your CSM |
Allow Project Managers to Create Flex Boards | When enabled, project managers can create Flex Boards in addition to project administrators. When disabled, Flex Board creation is restricted to project administrators only. | Enabled by default - Contact your CSM |
Disable Resource Plan Hourly Rate | Hides or disables hourly rate configuration on resource plans. | Disabled by default - Contact your CSM |
Disable Secondary Currency | Disables secondary currency support in financial reporting and planning for organisations that operate in a single currency. | Disabled by default - Contact your CSM |
Default New Projects to Copy Forecasts to Actuals | When enabled, new projects are automatically configured to generate actuals from forecasts by default. | Disabled by default Administration Console > Setup Project Features |
Exclude Non-Project Hours From Resource Dashboard Forecasts | Excludes non-project hours from forecast calculations displayed on resource dashboards. | Excluded by default - Contact your CSM |
Tranche Funding | Tranche-based funding information from project financials. | Hidden/disabled by default - Contact your CSM |
Ignore Capitalization Amortization Generation | Skips the generation of amortisation entries as part of capitalisation calculations. | Enabled (ignoring) by default - Contact your CSM |
Overallocation Using Resource Plan | Calculates resource overallocation using the resource plan rather than schedule-based allocations. | Enabled by default - Contact your CSM |
Fluid AI
This group controls the AI-powered features of the Fluid platform. Administrators can enable AI assistance for end users, allow AI to run as part of background job processing, and restrict AI content creation for project managers where appropriate. These flags allow organisations to adopt AI capabilities progressively and govern their use according to internal policies.
Feature | Description | Setting Location |
|---|---|---|
Enable Fluid AI Assistant | Enables the AI assistant for users with viewer rights, allowing them to ask questions and request summaries about project information. | Administration Console > Setup Project Features |
Enable Fluid AI for Fluid Jobs | Enables AI functions to run within background Fluid Jobs for data processing, while keeping end-user AI features disabled if required. | Administration Console > Setup Project Features |
Disable Fluid AI Content Creation for Project Managers | Prevents project managers from using AI-powered content creation features such as suggested status updates and AI-generated impact descriptions. | Administration Console > Setup Project Features |
Governance
This group (labelled Governance in the platform) controls the project governance assessment framework, including the ability to display, restrict, and run structured assessments against projects. It is used by organisations that apply a structured maturity or health scoring model to their project portfolio and want to manage visibility of these metrics.
Feature | Description | Setting Location |
|---|---|---|
Show Project Governance | Displays the Governance project section and related assessments within the project workspace. | Administration Console > Setup Project Features |
Show Project Governance to Project Admins Only | Restricts visibility of the Governance area to project administrators only, hiding it from other project team members. | Administration Console > Setup Project Features |
Run Project Governance Assessments | Enables running and managing structured governance assessments within projects. | Administration Console > Setup Project Features |
Meetings
This group governs the Fluid Meetings module, which supports structured meeting management including agendas, minutes, actions, and Steering Committee (SteerCo) meetings. Administrators can control whether calendar invitations are sent, whether SteerCo meetings appear on project pages, and whether meeting analytics are visible to administrators.
Feature | Description | Setting Location |
|---|---|---|
Enable the Fluid Meetings Module | Enables the meetings module, including agendas, meeting minutes, and action tracking. | Administration Console > Setup Project Features |
Show SteerCo Meetings on Projects | Displays Steering Committee meetings on relevant project pages. | Administration Console > Setup Project Features |
Allow Calendar Invites | Allows the platform to send calendar invitations to meeting participants via email. | Enabled by default - Contact your CSM |
Disable Admin Meeting Analytics | Hides or disables the administration analytics dashboard for meeting activity and outcomes. | Enabled by default - Contact your CSM |
Process Boards
This group controls the Fluid Process Boards module, which provides Agile, Kanban, and request board functionality. Administrators can enable the module and optionally open specific boards to external users via public request forms.
Feature | Description | Setting Location |
|---|---|---|
Enable Fluid's Process (Agile / Kanban) Boards Module | Enables the Process Boards module, providing agile and kanban workflow boards for teams. | Administration Console > Setup Project Features |
Allow Process Public Request Boards | Enables public-facing request boards so that external users can submit requests without requiring a Fluid login. | Administration Console > Setup Project Features |
Projects
This is the core project management group, covering module visibility, project health, templates, reporting, community and resourcing features, budget approvals, archive management, and project hierarchy. These flags allow organisations to tailor the project workspace experience to match their delivery methodology and the capabilities they have licensed.
Feature | Description | Setting Location |
|---|---|---|
Show Projects | Displays the Projects module and its associated navigation throughout the application. | Enabled by default - Contact your CSM |
Show Allocated Projects | Displays projects the user is allocated to on the Active Projects component of the home page and the user profile page. | Enabled by default - Administration Console > Setup Project Features |
Show Impacts | Enables the Impacts module for managing risks, issues, dependencies, and change items (CRAID). | Enabled by default - Contact your CSM |
Show IT Master Feed | Displays the IT Master Feed integration and related reporting where it has been configured. | Disabled by default - Contact your CSM |
Show Project Health | Displays project health status and indicators across key project components. | Enabled by default - Contact your CSM |
Enforce Risks & Issues On Status Report | Requires risks and issues to be included on status reports when the feature is enabled. | Disabled by default - Contact your CSM |
Show Reporting Programs | Displays reporting programs and the related portfolio aggregation views. | Enabled by default - Administration Console > Setup Project Features |
Allow PMs to Use Project Details Bulk Edit | When disabled, only project administrators can make bulk changes to projects via the bulk edit tool. | Enabled by default - Administration Console > Setup Project Features |
Show Resourcing | Displays the resourcing module, including allocations and capacity views. | Enabled by default - Contact your CSM |
Show Scheduled Reports | Enables the creation and scheduled delivery of automated report emails. | Disabled by default - Contact your CSM |
Enable Project Snapshot Reporting | Enables the creation and reporting of project snapshots over time for trend analysis. | Disabled by default - Contact your CSM |
Create Project Snapshots on Key Events | Automatically creates a project snapshot when key events occur, such as baselining, publishing a status report, or changing project status. | Enabled by default - Contact your CSM |
Show Project Templates | Displays project templates to support a standardised project setup process. | Enabled by default - Administration Console > Setup Project Features |
Allow Edit Overall RAG | Allows the overall status on a status report to be edited independently. When disabled, the overall status is derived from the primary component RAGs. | Disabled by default - Administration Console > Setup Project Features |
Allow Force Save on Community Edit | Allows users to force-save community edits when validation conflicts arise, avoiding deadlock scenarios. | Enabled by default - Contact your CSM |
Allow MS Project Upload | Enables importing schedules from Microsoft Project (.mpp) files. | Enabled by default - Contact your CSM |
Allow Project Archive | Allows project administrators to archive completed or cancelled projects. | Enabled by default - Administration Console > Setup Project Features |
Allow Project Hierarchy | Enables the creation of parent-child relationships between projects to represent programme and sub-project structures. | Enabled by default - Contact your CSM |
Allow Editor Notifications | Enables email notifications to be sent to project editors when relevant changes occur. | Enabled by default - Administration Console > Setup Project Features |
Disable Copy Project | Removes the option to copy or duplicate existing projects. | Disabled by default - Contact your CSM |
Disable Linked Items Access | Disables access to view or manage linked items across projects. | Disabled by default - Contact your CSM |
Impacts – Use Default Impact & Probability | Displays Impact and Probability fields in project impact dialogs. Disable this flag if your organisation tracks these values using custom properties instead. | Enabled by default - Contact your CSM |
Schedule to Include Weekends by Default | Includes weekends in schedule calculations by default when creating or updating tasks. | Enabled by default - Contact your CSM |
Use Rate Card for Financial Forecasts | Uses configured rate cards to calculate financial forecasts automatically for allocated resources. | Enabled by default - Contact your CSM |
Allow Schedule Baseline Edit in Bulk Edit | Allows project administrators to override the last baseline dates via the bulk edit tool. | Enabled by default - Contact your CSM |
Project Security
This group controls access restrictions and permission boundaries around project data. It governs permission inheritance, default project visibility, the locking of key project fields to administrators, extended property security, and controls around who can edit primary PM and date fields. These settings are important for organisations with strict governance requirements or sensitive project data.
Feature | Description | Setting Location |
|---|---|---|
Allow Project Permissioning Inheritance | Allows projects to inherit permissions from parent containers or templates, simplifying permission management at scale. | Administration Console > Setup Project Features |
Default Project Visibility is Public | Sets new projects to be public by default unless an administrator explicitly changes the visibility. | Administration Console > Setup Project Features |
Lock Project Admin Fields | Locks a set of project administration fields (Project Type, Category, Funding Source, Methodology, External Reference, Status) so they can only be edited by project administrators. | Administration Console > Setup Project Features |
Allow Primary PM Edits | When Lock Project Admin Fields is enabled, this flag allows users with Manage rights to continue editing the Primary PM field even while other admin fields are locked. | Administration Console > Setup Project Features |
Lock Project Date Fields | Locks project date fields so that they can only be edited by project administrators. | Administration Console > Setup Project Features |
Lock Project Extended Properties | Locks the following project fields for non-administrators: Title, Portfolio, Sub-Portfolio, Primary PMs, Owner, and Executive. | Administration Console > Setup Project Features |
Project Workflow
This group manages structured project lifecycle workflows including project pipeline submissions, status report–driven status changes, date change approvals, scheduling change approvals, document protection, and stage gate enforcement. These features are most relevant to organisations that operate a formal Project Management Office (PMO) or require approval gates between project phases.
Feature | Description | Setting Location |
|---|---|---|
Show Project Pipeline | Enables the Project Pipeline module for managing project ideas, submissions, and business case approvals through pipeline boards. | Administration Console > Setup Project Features |
Send Status Report Actions RAG Owners | Sends notifications to component RAG owners when action is required to return a component to green status on a status report. | Administration Console > Setup Project Features |
Protect Documents in Project Approval Workflows | Documents uploaded as part of project approval workflows are protected and cannot be deleted once the workflow is in progress. | Administration Console > Setup Project Features |
Send Project Milestone Notifications | Sends email notifications to project managers and editors when a project milestone is completed. | Administration Console > Setup Project Features |
Send Project Status Change Notifications | Sends email notifications to project managers and editors when the project status is changed. | Administration Console > Setup Project Features |
Send Project PM Change Notifications | Sends email notifications to project managers and editors when the primary project manager is changed. | Administration Console > Setup Project Features |
Send Project Link/Unlink Change Notifications | Sends notifications to project managers and administrators when project links are created or removed. | Administration Console > Setup Project Features |
Status Report–Driven Project Status Change Workflow | Requires project status changes that are driven by status reports to be approved by project administrators before they take effect. | Administration Console > Setup Project Features |
Project Dates Change Approval Workflow | Requires significant project date changes to be approved by project administrators. | Enabled by default - Contact your CSM |
Project Scheduling Change Approval Workflow | Requires significant scheduling changes to be reviewed and approved by project administrators. | Enabled by default - Contact your CSM |
Enable Methodology Phase Stage Gates | Implements structured phase stage gates with entry and exit criteria to enforce project governance at each methodology phase transition. | Administration Console > Setup Project Features |
Enable Blocking Phase Stage Gates | Enforces blocking business rules on project phase changes, preventing phases from progressing until all configured gate criteria are met. | Administration Console > Setup Project Features |
Smart Stage Gates | Ability for administrators to configure conditional (smart) stage gates based on project-specific criteria. | Disabled by default - Contact your CSM |
Schedule
This group controls the scheduling module, including Gantt chart visibility, task linking, cross-project dependencies, schedule baselines, flex allocations, and progress calculation methods. These flags allow organisations to tailor the scheduling experience to their delivery approach, whether that is traditional date-driven planning or effort-based resource allocation.
Feature | Description | Setting Location |
|---|---|---|
Show Schedule | Displays the Schedule module, including Gantt views, task lists, and task dependencies. | Enabled by default - Contact your CSM |
Disable Flex Schedule Allocation Per Resource | Disables per-resource flex allocation tracking within the schedule. | Disabled by default - Administration Console > Setup Project Features |
Use Schedule Duration for Progress Calculations | Calculates project progress based on schedule duration rather than effort or resource allocations. | Enabled by default - Administration Console > Setup Project Features |
Enable Project Managers Baseline | Allows project managers to baseline their schedule plans. When disabled, only project administrators can create schedule baselines. | Enabled by default - Administration Console > Setup Project Features |
Schedule Task Linking Enabled | Allows the creation and management of task dependencies (predecessor/successor links) within schedules. | Enabled by default -Contact your CSM |
Cross-Project Schedule Dependencies | Allows for the creation of dependencies between tasks that belong to different projects. | Disabled by default - Contact your CSM |
Timesheets / Resourcing
This group controls the timesheets and resource management modules. It covers timesheet submission, approval workflows, copy functionality, overtime tracking, rate card processing, compliance reporting, and the rules that govern which projects and sub-activities can appear on a timesheet. These flags are particularly important for organisations that use Fluid for time recording and need to align timesheet behaviour with their payroll or project cost accounting processes.
Please note: The timesheet module is switched off by default and will be enabled by your CSM as this requires guided setup to ensure you configurations are correct for your organisation's model.
Feature | Description |
|---|---|
Show Timesheets | Displays the timesheets module, allowing users to record and submit their working time. |
Show Timesheets Capex Performance | Displays CapEx performance metrics derived from submitted timesheets. |
Show Timesheet Compliance | Displays compliance dashboards and reports showing whether team members are submitting timesheets on time. |
Allow Copy Timesheet | Allows users to copy a previous period's timesheet to a new period to speed up submission. |
Allow Project Level Time Approval | Enables time approval to be performed at the project level by designated project approvers, rather than centrally. |
Allow Resource Skills | Enables tracking and management of resource skills, which can be used for allocation searching and matching. |
Allow Sub-Projects Time Booking | Allows users to book time against sub-projects that are linked to a parent project. |
Allow Timesheet Corrections | Allows users to submit corrections to previously approved timesheets to fix errors. |
Allow Timesheet Recall in Locked Period | Allows application administrators to recall timesheets even when the relevant period is locked for normal users. |
Enable Data Reconciliation Correction Upload | Allows importing time booked in external timesheeting systems into Fluid for reconciliation. |
Allow Timesheet with Multiple Sub-Activities | Enables timesheet entries to include multiple sub-activities for a single day or task. |
Disable Force Resource Role to Community Role | Prevents the system from automatically overriding a resource's role to match their project community role. |
Use Project Allocations on Timesheet | Restricts timesheet entry to only those projects and tasks where the user has active allocations. |
Disable Adding Projects with No Allocations on Timesheet | Prevents users from manually adding projects to their timesheets if they do not have allocations against those projects. |
Use Split Timesheet Transactions Week / Month | Splits timesheet transactions by week or month boundary to support reporting and financial posting logic. |
Use Today's Rate Card Processing Logic | Calculates timesheet costs using the rate card that was effective on the date of the time entry. |
Disable Overtime Booking | Prevents users from recording overtime hours on their timesheets. |
Aggregate Overtime Allowance | Aggregates overtime allowance across projects to determine overall overtime eligibility and tracking. |
Do Not Include All Projects Hours for Overtime Eligible Check | Excludes hours from all projects when determining whether a user is eligible for overtime. |
Do Not Allow Project Viewers to Submit Timesheet on Behalf of Resources | Prevents users with Viewer-level project access from submitting timesheets on behalf of resources. |
User Login and Security
This group covers the authentication, identity, and user lifecycle features of the platform. It includes controls for password policies, login methods (Forms, SSO, SAML, Magic Link), SCIM provisioning, user invitations, domain restrictions, and incoming webhook authentication for DevOps and Jira integrations. These settings are critical for aligning Fluid's security posture with your organisation's identity governance standards.
Feature | Description | Setting Location |
|---|---|---|
Allow Basic Passwords | Permits the use of basic password complexity rules instead of the platform's stricter default security requirements. | Administration Console > Authentication Providers |
Allow Blank Accountable Executive Level 2 | Allows the Accountable Executive Level 2 field to remain blank for direct reports of the Accountable Executive where applicable. | Enabled by default - Administration Console > Setup Project Features |
Allow Everyone to Invite New Members | Allows all users (not just administrators) to invite new members to the workspace or projects. | Administration Console > Authentication Providers |
Allow Forms Login | Enables username and password login via the built-in forms authentication screen. | Administration Console > Authentication Providers |
Allow Login Aliases | Allows users to log in using additional email aliases that are linked to their account. | Administration Console > Authentication Providers |
Allow Magic Link Login | Enables passwordless login using one-time magic links delivered by email. | Administration Console > Authentication Providers |
Allow SAML Authentication | Enables SAML-based Single Sign-On (SSO) for user authentication with an identity provider. | Administration Console > Authentication Providers |
Allow User Sign-Up | Allows users to self-register for an account using the public sign-up page. | Administration Console > Team Sign Up - 'Allow people to sign up to create their account via SSO' |
Disable Accountable Executive Display | Hides the Accountable Executive fields from user profiles and reporting views. | Enabled by default - Contact your CSM |
Disable Password Validation on Account Page | Disables the strict password validation rules on the user account settings page. | Enabled by default - Contact your CSM |
Disable Personal Access Token | Disables the ability for users to generate Personal Access Tokens (PATs) for API authentication. | Administration Console > Authentication Providers |
Disable Resource Database Feed | Disables automatic synchronisation of resource profile data from an external database feed. | Disabled by default - Contact your CSM |
Disable SCIM User Sync | Turns off SCIM-based automated user provisioning and de-provisioning. | Administration Console > Authentication Providers |
Allow Jira Incoming Webhook | Enables a board to receive service hook messages from Jira when events occur, supporting event-driven synchronisation. | Administration Console > Authentication Providers |
Allow DevOps Incoming Webhook | Enables a board to receive service hook messages from Azure DevOps when events occur. | Administration Console > Authentication Providers |
Use Global Integration Shared Secret | Enables boards to use a single shared secret for DevOps and Jira incoming webhooks, configured once on the Administration Console, without requiring per-board configuration. | Administration Console > Authentication Providers |
Enable User Activate / Deactivate | Enables the nightly job to automatically activate or deactivate individual user accounts based on plan end dates. | Enabled by default - Contact your CSM |
Invite User Enabled | Enables the ability to invite users to the organisation or specific projects via email invitation. | Administration Console > Team Sign Up - 'Turn Invite functionality on' |
Restrict Email Domains | Restricts new user sign-ups and email invitations to a list of approved email domains only, preventing unauthorised registrations. | Administration Console > Team SignUp Mode - 'Restrict email domains' |
Need Help?
If you are unsure whether a feature flag is enabled in your environment, or you would like to enable or disable a feature, contact your Fluid Platform Administrator or your organisation's PMO team.
For further guidance on configuring the platform, refer to the Administration and Settings documentation or raise a support request with the Fluid support team.