Project Setup Menu Overview for General 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 organizations working on your project when your draw process requires contract-specific documents.
User Roles: Mange project users.
Project Participants: View all organizations 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.