Understanding the project settings

Projects are dynamic activities and often times project settings need to be changed. The project settings page has four tabs: General Info, Financials, People, and Visibility. Lets take a look at them!

Table of Contents

1. General Info
2. Financials
3. People
4. Visibility

General Info

The general info tab within the project settings is where we can record some basic information about the job. Details on where this information is used in the platform is included:

• Project name - For internal purposes only. How the project will show up in the project list
• Project stage - A data point that can be sorted in the all projects list
• Customer display name - The name that gets displayed on all approval documents (proposals, selections, & change orders)
• Address - Included in approval documents and also used to pull the weather in daily log posts
• Description - Any additional details you might want to capture
• Target start date - The target start date. No schedule tasks will be able to start before this date
• Square footage - Used in price per sqft calculations in the estimate & budget
• Cover photo - Shown to the customer on their home page in the client portal. Learn how to upload a cover photo in the "Adding a cover photo to a project" knowledge base article.
  
  

Financials

The financials tab allows users to select the cost structure & budget organization of the project they are working on. The details of each option are displayed with the choice options. Please read the options carefully.

People

The people tab of the project settings is where we can manage both team members & clients that are a part of any given project.

To learn more about how to add team members & clients to projects, check out our additional knowledge documents: "Adding & removing team members on projects" and "Adding clients to a project".

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Visibility

The visibility tab provides settings to control the visibility of certain pages to clients & vendors. All of the options can be turned on or off using the toggle buttons. Details surrounding the functionality of each toggle are listed below.

• Client visibility - Details on desired client experience and visibility of items can be found in the Previewing the client portal knowledge base document
• Vendor visibility - If desired, specifications can be shared with vendors. If toggled on, you have additional control to share all specifications or only specifications that the vendor is assigned to.