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Language & Labels settings

Change the Default Proteus Terminology to suit your Company

Written by James Gold

Summary

Language & Labels allows Proteus administrators to customise the terminology used throughout the platform to align with their organisation’s own language and naming conventions. With approximately 1,500 different terms available to change, most of the labels, field names and menu items visible across Proteus can be tailored to suit the way your team works.

Common examples include renaming “Proposal” to “Bid” or “Work Package” to “CTR”. Any term that better reflects your organisation’s internal language.

WARNING: Many terms in Proteus are used across multiple screens and in different contexts throughout the platform. Before making changes, consider carefully which areas of the system will be affected by the new label. A term that appears straightforward in one location may have a different meaning or implication in another.

Language changes cannot be selectively applied to specific modules or pages. If a term appears in multiple places, changing it will update it everywhere it is used.


Changing Language

Language & Labels changes are global and apply immediately across all user accounts once published. There is no per-user or per-office language configuration all users on the tenant will see the updated terminology.

How to Change a Term

  1. In the Admin Console, navigate to Language & Labels.

  2. Use the search bar to find the term you wish to change. The results will display all terms containing the searched word or character.

  3. Select the cell of the term you want to update and type the new label directly into the field.

  4. Once the new term has been entered, the status of that row will change to Draft. This indicates the change has been recorded but has not yet been applied to the system.

  5. Select Publish to apply all terms currently in Draft status to the live system. All users will immediately see the updated terminology

NOTE: Publishing language will publish all terms currently in Draft status at the same time. If multiple terms have been edited and are in Draft, they will all be applied when Publish is selected. Review all Draft changes before publishing to ensure no unintended edits are included.

Using the Search Bar

The search bar filters the term list to show all entries containing the searched word or character string. There are a few important behaviours to be aware of when searching:

  • The search is case sensitive. Searching for “Discipline” and “discipline” may return different results.

  • Plurals are treated as distinct. Searching for “Disciplines” will only return terms containing that exact spelling and will miss any terms using “Discipline” without the “s”. Searching the singular form “Discipline” will return both singular and plural variations.

  • Truncated terms. Some terms may be too long to display in full within the cell. Hover over the term to reveal the full text in a tooltip.

TIP: When searching for a term, start with the shortest meaningful root word rather than the full phrase. This will return the broadest set of results and reduce the risk of missing relevant terms due to plurals, capitalisation differences or slight variations in wording.


Resetting Language

If a term has been changed and needs to be reverted, Proteus provides two options for resetting language back to the original default values.

Reset an Individual Term

To revert a single term to its default Proteus label:

  1. Locate the term you wish to reset using the search bar.

  2. Select the Back To Default action against that individual term.

  3. The term will revert to its original Proteus default value immediately.

Reset All Terms

To revert all customised terms back to their original Proteus default values in a single action:

  1. Select Back To Default All from the Language & Labels page.

  2. All terms that have been previously changed will be reset to their Proteus defaults across the entire tenant.

WARNING: Selecting Back To Default All will permanently reset every customised term across the tenant. All previous language changes will be lost and cannot be recovered. This action affects all users immediately. Use this option with caution and only when a full reset of all terminology is intended.

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