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About Project Defaults
The Info Tab
- Project Start and End Date
- Default Project Members
The Defaults Tab
The Edit Project Tab
Additional Resources

About Project Defaults

The Project Defaults section of the Project Management Module is where various project settings and project information is contained. In this section there are 4 available tabs: the Info tab, the Defaults tab, the Edit Project tab, and the Custom Fields Tab.

Project Defaults are defined by the Project Template that is used to create the project. For more information about the template used to create the project, please contact your Organization Administrator.

The Info Tab

Project Start and End Date

The Project Start and End Dates are automatically populated with the date the project is created, with an End Date of exactly one year later. These dates are used for various prints throughout the project.

To update the Stat and End Date:

1. Use the Select Date button next to each date field to open the date selector

2. Select the applicable Start and End Date for the project

3. Select the Update button

Default Project Members

The Default Project Members grid is the location in the project to assign Project Member collaborators to different project positions. These dropdowns are used to populate standard reporting fields for the Project and also define some defaults within the project. Additionally, some project position assignments also have automated email notifications built in.

If any changes are made within the Default Project Members grid, be sure to select the Update button at the bottom to save changes.

Responsible Arch PM

Defaults as the TO of newly generated Submittal Packages and RFI's
Receives no automated emails.

Responsible GC PM

Defaults as the FROM of newly generated Submittal Packages and RFI's
Receives a copy of all Mobile Application Transmissions
Receives an automated email notifications
- when a Commitment is released to accounting
- when a Commitment line item exceeds the budget for the selected Cost Code

Responsible Owners Rep

Receives the transmission of the Contract Pencil Draw and allows this user to be a Contract Pencil Draw Collaborator.
Receives no automated emails.

Project Assistant

No Default assignment
Receives no automated emails.

Project Accountant

No Default assignment
Receives an automated email notification:
- when a Commitment is released to accounting
- when a Commitment line item exceeds the budget for the selected Cost Code

GC-Superintendent

Defaults as the Author of Daily Logs on the website
Receives no automated emails

It is important to note that in this page, there is a secondary dropdown to the right to assign project members. This dropdown automatically sends an exact copy of the email sent to the person on the left. This has a specific use case and should be reviewed further with Support before utilizing on the project.

The Defaults Tab

If any changes are made within the Defaults Tab, be sure to select the Update button at the bottom to save changes.

Miscellaneous

The Expediting Lead Time field defines the default number of business days for Expediting Log item lead times when expediting log items are manually created within an Expediting Log

Email Options

The "Require login to download PDF from email notification" setting will require all recipients of email notifications that contain a Download as PDF or Print with Attachments link to use their login credentials to retrieve the generated PDF file.
The number of files in emails to trigger download page setting allows a download page to become available to users based on a number of attachments. Please refer to Setting Up and Using the File Download Manager for Emails for more details.

Cost Management Process and Configuration

The "Autogenerated transmittals folder for CO" dropdown allows for a folder that is created within the Transmittals section of the Project Management module to be set as the folder where all Auto-Generated Contract Event and Commitment Event Transmittals are created.
The "Default Retainage" field allows for the default retainage percentage for the project to be entered. This default retainage is included to all Commitments and can be changed on a per commitment and per commitment line-item basis. This retainage percentage is also used to default the retainage values within the Pencil Draw section.
The "Forecast Labor Category" dropdown is used to select a single labor category to roll up all Labor categories within the Forecast Worksheet. For more information please refer to Forecast Labor Category Setting for more details.
The "Make Contract Funding Sources Mandatory" setting makes the funding source fields within Contract Events to be required fields for the project.

The "Allow Funding Sources in Commitments" setting adds the Contract Funds and Owner funds shown above to the Commitment Events created within the Commitment Event section.
The "Summarize Forecasting by Cost Codes" setting changes the presentation of the forecast worksheet. This setting rolls up all cost code categories into one single line entry from each Cost Code.
The "On First Forecast Creation - Set Cost to Complete to Zero" setting allows for new forecast worksheets (New Worksheet button) to default the Forecast's Unit Cost Column to $0.00.

The Add-ons, Overhead Markup & Fees Setup section is the location to setup standard markup for the project. For more information, please refer to Setting Up Default Contract Event Markup for more details.

RFIs Default Folders

The "RFI Response Time" field is the location to enter the contractual number of days upon submission that RFI's answers are due. The checkbox "Use Calendar Days" allows the calculation to use calendar days vs. the default business days. The system will use the number of days entered here to calculate the due date based on the date the RFI was submitted.
The "Same Number for Forwarded RFIs" setting and the Subcontractor, Contract, Architect/Consultant dropdowns are only used in an Advanced Forwarding setup for the RFI's section of the Project Management Module. This is an Advanced feature - please contact Support for more details.
The "Include Transmittal when sending an RFI" setting allows for an RFI Transmittal to be generated. The RFI's section is fully collaborative without this Feature. This feature is being deprecated in a later version of the site.
The "Hide RFI Mark as Answered for users without modify permissions" setting removes the "Mark as Answer" option to RFI discussion posts for any user that does not have the Modify permission to to the section or sub-folder where the RFI was generated.

Submittal Process

The "Submittal Review Time" field is the location to enter the contractual number of days upon submission that Submittal Items are due. The checkbox "Use Calendar Days" allows the calculation to use calendar days vs. the default business days. The system will use the number of days entered here to calculate the due date based on the date the Submittal Item was submitted.
The "Default time for re-submitting a submittal" field is the location to enter the contractual number of days upon return of an unapproved submittal item that a submittal item needs to be resubmitted for review. The checkbox "Use Calendar Days" allows the calculation to use calendar days vs. the default business days. The system will use the number of days entered here to calculate the due date based on the date the Submittal Item was returned in a non-approved status.
The "Upon Submit" and "Upon Return" dropdowns allows the project to define defaults for Submittal Transmittal TO and FROM's when generated out of a Submittal Package.
The "Autogenerated transmittals folder" dropdown allows for a folder that is created within the Transmittals section of the Project Management module to be set as the folder where all Auto-Generated Submittal Transmittals are created.
The "Subcontractor, Contract, Architect/Consultant" dropdowns are only used in an Advanced Forwarding setup for the Submittal's section of the Project Management Module. This is an Advanced feature - please contact Support for more details.

Transmittal Default Folders

The "Keep CC's when forwarding Transmittals setting and the "Subcontractor, Contract, Architect/Consultant" dropdowns are only used in an Advanced Forwarding setup for the Transmittal's section of the Project Management Module. This is an advanced feature - please contact Support for more details.

Document Previews

The settings for document previews allow document previews to be shown in various sections. This will impact the load times of each page.

Document Storage

The "Allow StratusDrive" setting is only available for projects that belong to Users with an active StratusDrive subscription. Setting Up Project on StratusDrive shows how this setting is used.

Project Logo Settings

The "Use Project Logo for Reports" setting allows all Project Reports to be printed using the Project Specific Logo that has been uploaded instead of using the logo of the logged in user's Company.

Project Report Settings

The Select Reports Template Set is only for Users that have different sets of customized reports uploaded to the system for use. For more information about report customization, please contact support@stratusvue.com.

The Edit Project Tab

The Edit Project tab within Project Defaults is the location where the project information that is entered during the creation of the project can be modified, updated, or added to.