To perform configuration tasks using the options in the Project Settings area of the sidebar on the Company level Admin tool.
The Admin tool's 'Project Settings' area lets you configure a few project defaults.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the company's Admin tool.
- Navigate to the company's Admin tool.
This reveals the Company Settings page.
- Click Project Settings.
Under Project Settings, click a link to perform the following tasks:
Project Settings Click this link… To perform these tasks… Cost Codes Add and Edit Company Cost Codes Export Company Cost Codes Import Custom Cost Codes to a Company Cost Types Set Default Cost Types Dates Add New Project Dates Defaults Set the Defaults for Your Projects Add a Custom Project Stage Add a Custom Project Type Add a Custom Department Add a Custom Program Delete a Program Add a Custom Bid Type Add a Custom Owner Type Add a Custom Project Region Enable the DocuSign Integration in Your Company's Account Roles Add a Custom Project Role Root Cause Analysis Add Root Cause Analysis Fields Edit Root Cause Analysis Fields Delete Root Cause Analysis Fields Trades Add a Custom Trade