Project Settings and Configuration

From starting a project to setting up your project preferences and settings

20 articles in this collection
Written by Jamaica Go

Project Overview and Setup

Starting a Project

How to create a project from the main workspace dashboard!

Written by Jamaica Go
Updated over a week ago

Starting a Project from an Executed Proposal

How to create a project after the proposal has been created and executed on the Ingenious platform.

Written by Jamaica Go
Updated over a week ago

Understanding the Project Dashboard

Understand how to navigate and utilize the Project Dashboard within the RepIO module.

Written by Jamaica Go
Updated over a week ago

Assigning Internal Team Members to a Project

Configure 'My Business Summary' to include and assign all internal team members on a Project!

Written by Jamaica Go
Updated over a week ago

Building out your Project Directory

The best way to add internal and external contacts to collaborate on your Project!

Written by Jamaica Go
Updated over a week ago

Deleting (Canceling) a Project

Instead of completely deleting a project from your workspace, we recommend marking the project as 'Canceled' to preserve your data

Written by Jamaica Go
Updated over a week ago

Project Settings Configuration

Configure Project Settings: Project Information

Configure your project's settings and information

Written by Jamaica Go
Updated over a week ago

Understanding Jobsite Locations

Written by Jamaica Go
Updated over a week ago

Configure Project Settings: Project ID

Change your project's ID within the Project Settings menu.

Written by Jamaica Go
Updated over a week ago

Configure Project Settings: Tags

Set your Primary and Secondary tags for better filtering and sorting!

Written by Jamaica Go
Updated over a week ago

Configure Project Settings: Funding Sources

Add funding sources to your project's budget.

Written by Jamaica Go
Updated over a week ago

Configure Project Settings: Project Hours

Update the scheduled weekly working hours for the project team

Written by Jamaica Go
Updated over a week ago

Configure Project Settings: RFI Distribution Template

Written by Jamaica Go
Updated over a week ago

Configure Project Settings: Submittals

Set up the timeframe for submittals to be reviewed by, who will have access to and the type of submittals required for your project

Written by Jamaica Go
Updated over a week ago

Configure Project Settings: RFIs

Set the architect and internal project team's response time and identify your company's internal reviewer for all RFIs for the project

Written by Jamaica Go
Updated over a week ago

Configure Project Settings: Financial Approval Workflows

Setting up the approval workflow for your project budget

Written by Jamaica Go
Updated over a week ago

Configure Project Settings: Change Orders

Add default reviewers to see all change orders for the selected project

Written by Jamaica Go
Updated over a week ago

Configure Project Settings: Pay Apps

Setup your project's billing periods and add pay application documents to the project settings.

Written by Jamaica Go
Updated over a week ago

Configure Project Settings: Budget / ACR

Turn on Anticipated Savings to show gains on your budget!

Written by Jamaica Go
Updated over a week ago

Configure Project Settings: Meeting Minutes

Set Meeting Minute Disclaimer preferences!

Written by Jamaica Go
Updated over a week ago