Configure Project Settings from the Company Admin Tool

The Admin tool's 'Project Settings' area lets you configure a few project defaults.

• Required User Permissions:

  • 'Admin' level permissions on the company's Admin tool.

1. Navigate to the company's Admin tool.

2. Click Project Settings.

   Under Project Settings, click a link to perform the following tasks:

   Project Settings	Click this link…	To perform these tasks…
   	Dates	Add New Project Dates
   Defaults	Set the Defaults for Your Projects
   	Add a Custom Project Stage
   	Add a Custom Project Type
   	Add a Custom Department
   	Add a Custom Program
   	Delete a Program
   	Add a Custom Bid Type
   	Add a Custom Owner Type
   	Add a Custom Project Region
   	Enable the DocuSign Integration in Your Company's Account
   Fieldset	Create a Project Fieldset
   	Create New Custom Fields
   	Create Custom Sections
   Roles	Add a Custom Project Role