Project Settings and Configuration

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

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19 articles in this collection
Written by Jamaica Go
Project Settings Configuration

Configure Project Settings: Project Information

Configure your project's settings and information
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Updated over a week ago

Configure Project Settings: Project ID

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

Set your Primary and Secondary tags for better filtering and sorting!
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Configure Project Settings: Funding Sources

Add funding sources to your project's budget.
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Configure Project Settings: Project Hours

Update the scheduled weekly working hours for the project team
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Configure Project Settings: RFI Distribution Template

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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
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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
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Configure Project Settings: Financial Approval Workflows

Setting up the approval workflow for your project budget
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Configure Project Settings: Change Orders

Add default reviewers to see all change orders for the selected project
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Configure Project Settings: Pay Apps

Setup your project's billing periods and add pay application documents to the project settings.
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Configure Project Settings: Budget / ACR

Turn on Anticipated Savings to show gains on your budget!
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Configure Project Settings: Meeting Minutes

Set Meeting Minute Disclaimer preferences!
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Written by Jamaica Go
Updated over a week ago