Project Settings

How to Edit a Team Member
This article shows you how to edit a Team Member in Project Team.  Only the Project Owner, Super Admin or  Admin has the ability to Edit a Project Team, Pr...
Thu, 11 Aug, 2022 at 1:14 PM
List Manager
The List Manager Settings lets a User create a pre defined Project pick list that can be selected from the dropdown.    To access List Manager, in the P...
Wed, 10 Aug, 2022 at 6:22 AM
How to Delete a Team Member
This article shows you how to  Delete a Team Member in Project Team.  Only the Project Owner or the Admin has the ability to Delete a Project Team, Project ...
Thu, 11 Aug, 2022 at 1:13 PM
Trades
The Trade Manager allows a User to set up one or many Trades for the Project. User may refer to the "How To?" Links below to see how to manage ...
Thu, 11 Aug, 2022 at 7:08 AM
How to Add Employees to a Company
In the Manage Companies window, select the Company you would like to Add Employees to, then click on the Employees tab, as shown below.  The Employ...
Thu, 11 Aug, 2022 at 1:13 PM
Work Categories
This section allows Users to set up Work Categories by Trade, Users may view the "How To?" links below to set up a new Work Category.  To acce...
Thu, 11 Aug, 2022 at 7:22 AM
How to Activate/Deactivate a Team Member
To Activate or Deactivate a Team Member, In the Project Team window, select the Team Member you would like to Activate or Deactivate  and click on the Activ...
Thu, 11 Aug, 2022 at 1:11 PM
Skills
The Skills Setting lets Users add special skill sets required according to the Trade. To access Skills, in the Project dropdown menu go to:  PLANNER™ S...
Thu, 11 Aug, 2022 at 8:59 AM
How To Manage A Team Member's Permissions
To Manage a Team Member’s Permission in the Project Team window, select the Team Member you would like to Manage and click on the Assign/Unassign toolbar bu...
Thu, 4 Aug, 2022 at 3:07 PM
Shifts
This Setting lets Users configure Work Shifts for the members in the Project by specifying Default Work Days and Time. To access Shifts, in the Project ...
Thu, 11 Aug, 2022 at 9:44 AM