Adjust any project-specific settings from inside the project.
Pre-defining Stages and setting up Templates
Project Settings allows a user to Pre-define Stages for a Project with the option to link Take-off Templates to populate into the Project.
Click Add new Stages
Enter the Stage name and click Add
(optional) Click the Stage Actions to:
Edit
Delete
Repeat if required
When on a Plan, select the Stage/s relevant to the Plan then click Link Stages.
If the same Stage/s are required on all Projects, consider utilising a Project Template with set Stages to populate into future Projects.
Rearranging the order of Stages
Rearranging the order of Stages is mirrored on both the Plan Editor, Worksheet and Quantities and Legend.
Click, hold and drag the Stage (⋮) to change the order
Integrations - Change Default Company
Groundplan provides a seamless Integration between third party software providers to create Quotes.
When configured, Groundplan allows multi-company set-ups where a Default Company can be selected. Users can also change the Company at Project level.
Changing the Simpro Company on a Project
Click the Project Tab
Click the Settings Tab
Click into the Company section and select from the drop down
(Optional) Click into the Default Cost Centre section to set the Default for the Project
Changing the Xero Company on a Project
Click the Project Tab
Click the Settings Tab
Click into the Company section and select from the drop down
(Optional) Click into the Account section to set the Account for the Project
Count Assist
Enable or disable Count Assist on a per project basis.
Click Enabled / Disabled to change the Count Assist Status
