Configure Project Settings from the Company Admin Tool
To perform configuration tasks using the options in the Project Settings area of the sidebar on the Company level Admin tool.
The Admin tool's 'Project Settings' area lets you configure a few project defaults.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the company's Admin tool.
- Navigate to the company's Admin tool.
- 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 Programme Delete a Programme Add a Custom Tender Type Add a Custom Owner Type Add a Custom Project Region Enable the DocuSign Integration in Your Company's Account Fieldset Create a Default Project Fieldset Create New Custom Fields Create Custom Sections Roles Add a Custom Project Role