Project Setup Menu Overview for Head Contractors

Use the Project Setup Menu to control and edit project settings, participants, and funding details.

Project Settings: View or update settings for the project.
Document Sets: Create and assign sets of custom billing templates to one or more organisations working on your project when your period process requires contract-specific documents.
User Roles: Mange project users.
Project Participants: View all organisations working on the project.
Edit Owner's Participants: Edit Title Company, Project Owner, and Project Architect participants.
Project Funding: Update or view project funding details.
Setup Business Classifications: Available only when your project uses the Enable Business Classification Tracking setting. Create business classifications you can use on the project on the Project Supplier Tracking page. Consider tracking business classifications if you need to adhere to the enforcement of public policy tracking.