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 locat...
Wed, 3 Aug, 2022 at 3:13 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, 23 Aug, 2022 at 6:13 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 + Add button...
Mon, 5 Sep, 2022 at 5:02 AM
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 ...
Fri, 9 Sep, 2022 at 8:37 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...
Mon, 5 Sep, 2022 at 4:34 AM
Work Teams
Work Teams allows project members to be grouped into teams according to the Trade and Skills, to accomplish tasks that are too large or complex for individu...
Sun, 11 Sep, 2022 at 11:59 PM
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, 4 Aug, 2022 at 3:24 PM
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, ...
Tue, 23 Aug, 2022 at 6:16 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...
Mon, 5 Sep, 2022 at 4:18 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 Pr...
Tue, 23 Aug, 2022 at 6:20 AM