01 - Project Defaults

The Project Defaults Section of the Project Setup Module.

Project Defaults
Article Content Navigation About Project Defaults The Info Tab Project Start and End Date Default Project Members The Defaults Tab Miscellaneous E...
Mon, 29 Jan, 2024 at 3:23 PM
Project Specific Logos
Article Content Navigation About Project Specific Logos Upload or Change a Project Specific Logo Remove a Project Specific Logo Additional Resources ...
Tue, 7 Nov, 2023 at 6:03 PM
Setting Up Default Contract Event Markup
Article Content Navigation About Contract Event Add-ons, Overhead, Markup & Fee Types of Contract Event Markups Available Standard Markup Cumulativ...
Fri, 22 Sep, 2023 at 10:52 AM
Changing the Project Status via Project Defaults
The Project Status can be updated via the Project Defaults section of the project by listed Project Admins. Organization Admins can Changing the Project St...
Thu, 9 Nov, 2023 at 7:52 PM
Setting the Labor Category Used in Forecasting
Article Content Navigation About Forecast Labor Categories Setting a Project's Forecast Labor Category Additional Resources About Forecast Labor ...
Thu, 28 Dec, 2023 at 1:02 PM
Quick Reply Setting Overview
Article Content Navigation What is Quick Reply?  Bid Packages and the Quick Reply Setting RFI's and the Quick Reply Setting Submittals and the Quic...
Fri, 30 Jun, 2023 at 4:10 PM
Setting Up and Using the File Download Manager for Emails
Article Content Navigation About the File Download Manager Setting Up a Project to Use the File Download Manager Using the File Download Manager Additi...
Wed, 13 Dec, 2023 at 9:35 AM
Using Custom Fields at the Project Level
Article Content Navigation About Custom Fields at the Project Level Field Types & Expected Input Updating Custom Fields Resetting Custom Fields ...
Mon, 27 Nov, 2023 at 5:10 PM
Setting the Cost to Complete to Zero on First Forecast of a Project
Article Coming Soon!
Thu, 28 Dec, 2023 at 1:45 PM