Choose Project Settings
As a General Contractor, use the Project Settings page to choose how to manage project participants, processes, and documents on the system. Project settings must be chosen before a draw can be initiated on the system.
The Standard tab of the Project Settings page includes details that should be considered for all projects. Further customize a project using the Advanced tab. See Customizing Advanced Project Settings for available customizations.
This is the third step in the Create Project workflow.
Selecting Project Settings for General Contractors
Customizing Advanced Project Settings
Disabling Owner Billing when Updating Project Settings
Configuring Owner Funding Settings
Customizing Project Level Invoice Rejection Text
Deleting Invoice Rejection Reasons
Applying Invoice Rejection Reasons to a Project
Using Customized Invoice Rejection Reasons
Document Sets for General Contractors
Last Published Wednesday, July 10, 2024