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. Under Project Settings, click a link to view the corresponding tutorial:

   • Dates: Add New Project Dates

   • Defaults:

     • Set the Defaults for Your Projects

     • Add a Custom Project Stage or Type

     • Add a Custom Department

     • Add or Delete a Program

     • Add a Custom Bid Type, Owner Type, or Project Region

     • Enable the DocuSign® Integration in Your Company's Account

   • Fieldset: Create Configurable Fieldsets, Custom Sections, Custom Fields.

   • Project Templates: Manage Project Templates

   • Roles: Add a Custom Project Role