Project Settings

How to Set Up Drive Folder Security
To set up security for who can and cannot access the folders in Drive, you will need to open the Project Menu and select the Drive Security option locate...
Tue, 2 Mar, 2021 at 2:03 PM
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,...
Wed, 6 Oct, 2021 at 10:58 AM
How to Add a New Company
To find Companies. Go to your "Project Menu" Project settings > Companies In the Manage Companies window, click on the + button to ...
Tue, 2 Mar, 2021 at 2:04 PM
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 ...
Wed, 6 Oct, 2021 at 10:58 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.  T...
Tue, 2 Mar, 2021 at 2:05 PM
Work Teams
Work Teams allows project members to be Grouped into logical teams, by Trade and Skills, to accomplish tasks that are too large or complex for Individuals t...
Wed, 6 Oct, 2021 at 10:59 AM
How to Add a Shift
This article shows you how to Add a Shift in Project Settings Each Project is prepopulated with a default Shift, Multiple Shifts can be created for a Proje...
Thu, 7 Oct, 2021 at 1:10 PM
Companies
The Companies Area in Project Settings lets you Create one or many Companies for your Project.      To Access Companies, in the Project Menu go to:  Proj...
Wed, 6 Oct, 2021 at 10:59 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 s...
Thu, 7 Oct, 2021 at 1:11 PM
Project Locations
The Project Locations Settings lets you set up the Project Location Hierarchy.   To Access Project Locations, in the Project Menu go to:  Project Setti...
Wed, 6 Oct, 2021 at 10:59 AM