Project Settings

How to Edit a Work Team
To Edit a Work Team, first open the Project Menu and from the PLANNER™ Settings menu select the Work Teams option. The Manage Work Team window will...
Thu, 11 Aug, 2022 at 1:05 PM
App Studio
App Studio is where Admins can manage all the Apps in a Project.  To Access App Studio, in the Project Menu go to:  PRO™ Settings > App Studio   ...
Thu, 11 Aug, 2022 at 1:38 PM
How to Add new Skills
This Article shows you how to Add new Skills. To get started, go to Project Settings click on the  PLANNER™ Settings  > Skills option.  In the S...
Thu, 11 Aug, 2022 at 1:03 PM
Set Default Board
A Default Board can be set by Selecting a Board, Part of the Schedule. Therefore, dropping a Tag on a Sketch File automatically links the Tag to the Default...
Thu, 11 Aug, 2022 at 11:00 AM
How To Deactivate a Work Team
Deactivating a Work Team will keep the Work Team and all of its data, but it will no longer be available within the project to assign work to.  To deactivat...
Thu, 11 Aug, 2022 at 1:02 PM
Permission Groups
Permission Groups is an Aggregate list of All Roles Associated to the Project. Additionally lets you View All the Users and the Apps associated to each Indi...
Thu, 11 Aug, 2022 at 1:37 PM
How to Edit Skills
To edit an existing Skill in Skills Manager, click on the Edit Skills button.   In the Edit Skills Window, you have the option to Edit the following: S...
Thu, 11 Aug, 2022 at 1:01 PM
Revisions
Set Default Revisions during Drawings Upload to either start with a Letter or a Number and Define if the Revision Applies to individual sets or all drawing ...
Thu, 11 Aug, 2022 at 11:05 AM
How to Add a Calendar
To add a new Calendar go in to Project Settings. Select the Calendar option under the PLANNER™ Settings menu.     In the Calendars Settings,  click on ...
Thu, 11 Aug, 2022 at 1:00 PM
Daily Settings
Daily Settings lets Users configure the Daily Reports & Verification Settings, Manpower and Journal Entries in the Project. To access Daily Settings...
Thu, 11 Aug, 2022 at 6:48 AM