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Project Settings and Configuration
Project Settings and Configuration
From starting a project to setting up your project preferences and settings
19 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
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