Selecting Project Settings for General Contractors

The Project Settings page is displayed after you have added a project. To select the project settings under the Standard tab:

  1. Navigate to the Project Settings Page
  2. From the Project Settings page, select the Standard tab.
  3. Optional. Enter a template name if you want to reuse project's settings as a template for future projects. Certain fields will still need to be filled out when using a template. For example: The Original Contract Value, Project, and Site Information are unique to each project. See topic Adding a Project for how to use a template when creating a project.
  4. Select a project status. When a project is set to Inactive, most project actions are not available.
  5. Select the project setting you want to use. All required settings are marked with a red asterisks.
  6. Optional. Review and edit project documents.
    1. Select the Documents section.
    2. Review the documents.
    3. To make changes, select the Manage Documents button. From the dialog box on right, select the changes you want to make. You can select a different document, select the Download button to view the document, or change the option to select if notary is required or not. In addition, you can choose to filter the documents specific to your organization. For more information on the settings, see the Document Settings topic.
    4. Select Save.
  7. Select Save Settings.

    A Status page confirms the project setting have been saved.

To select the settings under the Advanced tab, see topic Customizing Advanced Project Settings , for settings under the TPA tab, see topic Editing TPA Project Settings.