Project Settings

Project Team
Project Team is the Primary area in a Project where Administrators manage Team Members.  Additionally,  for general Team Members,  the Project Team area act...
Tue, 4 Oct, 2022 at 1:46 AM
Project Info
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,...
Tue, 4 Oct, 2022 at 1:44 AM
Companies
The Companies section in the Project Settings dropdown allows a User to add one or many Companies that are part of the Project.  To access Companies, in the...
Tue, 4 Oct, 2022 at 1:52 AM
Project Locations
The Project Locations Settings lets a User set up the Project Location and add a Project boundary to the Project. To access Project Locations, in the Projec...
Tue, 4 Oct, 2022 at 1:53 AM
List Manager
The List Manager Settings lets a User create a predefined Project pick list that can be selected from the dropdown. To access List Manager, in the Project d...
Tue, 4 Oct, 2022 at 1:43 AM
How to Add a New Company
The Companies feature in the project settings will allow you to manage the different company information in a single place. You can access companies by clic...
Tue, 4 Oct, 2022 at 1:45 AM
How To Edit a Company
In the Manage Companies window, select the Company you would like to edit, then click on the pencil icon in the toolbar to open the Edit Company window. The...
Tue, 4 Oct, 2022 at 1:47 AM
How to Add New Team Members
To add new Team Members,  go to Project Settings > Project Team in the Project Settings Menu Options. Click on the '+' Add Member button as sho...
Tue, 4 Oct, 2022 at 1:53 AM
How to Edit a Team Member
Editing a Team Member is an option available in the project team which can Only be done by the Project Owner, Super Admin or Admin has the ability to Edit a...
Tue, 4 Oct, 2022 at 1:54 AM
How to Delete a Team Member
Deleting a Team Member is an option in Project Team which only the Project Owner or any User with Admin rights has the ability to Delete a Project Team, Pro...
Tue, 4 Oct, 2022 at 1:57 AM