The Project Info allows you to add or edit project information based on security you are assigned. Project members get View only access to the Project data, whereas a Project Owner or an Admin can edit the details.
To Access Project Info, in the Project Menu go to:
Project Settings > Project Info
In the Project Info Panel, fill in the following fields:
- Select Industry: Choose from a list of industries.
- Pick a Role that Best Describes You in the Project: Choose from a list of roles.
- Project Type: Choose either New Construction or Renovation/Repair.
- Contract Type: Choose Build, Design, or Design and Build.
- Project Address: Type in the address of your project here.
- Approx. Project Area: Type in the area your project encompasses.
- Project Category: Choose a category from the drop-down list.
- Project Start Date: Date the Project starts.
- Project End Date: Date the Project ends.
- Payment Type: Choose either Time & Material or Fixed Bid.
- Time Zone: Choose a time zone for your project from the list.
- Approx. Project Budget: Type in the budget for your project and choose a currency type.
Project Info Tablet Screen:

Project Settings:
PLANNER™ Settings:
FIELD™ Settings:
PRO™ Settings:
Admin Settings:
Last Updated: Mar-01-21