Configure Project Settings from the Company Admin Tool

To perform configuration tasks using the options in the Project Settings area of the sidebar on the Company level Admin tool.

The Admin tool's 'Project Settings' area lets you configure a few project defaults.

• Required User Permissions:

  • 'Admin' level permissions on the company's Admin tool.

1. Navigate to the company's Admin tool.

2. Click Project Settings.

   Under Project Settings, click a link to perform the following tasks:

   Project Settings	Click this link…	To perform these tasks…
   	Dates	Add New Project Dates
   Defaults	Set the Defaults for Your Projects
   	Add a Custom Project Stage
   	Add a Custom Project Type
   	Add a Custom Department
   	Add a Custom Program
   	Delete a Program
   	Add a Custom Bid Type
   	Add a Custom Owner Type
   	Add a Custom Project Region
   	Enable the DocuSign Integration in Your Company's Account
   Fieldset	Create a Project Fieldset
   	Create New Custom Fields
   	Create Custom Sections
   Roles	Add a Custom Project Role