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.
Under Project Settings, click a link to perform the following tasks:
Project Settings | Click this link… | To perform these tasks… |
---|---|---|
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 | ||
Fieldset | Create a Project Fieldset | |
Create New Custom Fields | ||
Create Custom Sections | ||
Roles | Add a Custom Project Role |