- Knowledge Base
- Projects
- Settings
- How to customize and configure the settings of a project
- How to add a run
- How to edit a run
- How to mark a run as complete
- How to archive a run
- How to delete a run
- How to change the assignee
- How to add a result in a checklist run
- How to add bulk results in a checklist run
- How to share run tasks with external participants
- How to generate an Excel or PDF report from a checklist run
- How to filter the run tasks view
- Department transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
- How to upload from Excel to the transactions grid
- What is an office asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to dispose of an asset
- How to transfer (in) an asset
- How to transfer (out) an asset
- How to log a sighting of an asset
- How to log an inspection of an asset
- How to log maintenance on an asset
- How to export a record of an asset
- How to print asset labels
- Introduction
- Admissions
- Assets
- Bank Accounts
- Boards
- Business Trips
- Candidates
- Checklists
- Clients
- Companies
- Consents
- Contacts
- Contracts
- Custom Forms
- Departments
- Documents
- Evaluations
- Employee Performance
- GL Accounts
- Incoming Center
- Integrations/External Systems
- Invoices
- Job Management
- Key Dates
- Months
- Offices
- Personnel
- Polls
- Project Management
- Project Status
- Purchase Orders
- Schedule
- Shared Spaces
- Teams
- Time Off
- Time Tracking
- Transactions
- Vendors
- Mobile Application
- What is a personnel asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting on an asset
- How to print asset labels
- How to export a record of an asset
- What is a project asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve or deny budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
How to customize and configure the settings of a project
The settings of a specific project allows you to customize the specific processes and information related to a project. Choose from Analytics, Boards, Contacts, Assets, Documents, Checklists, Contracts, Key Store, Project status, Schedule, Time Tracking, Transactions, and the Integrations module for your additional settings. You can only see the modules which you have a license for, and the ones which were set up under the Projects module level. On the project level, set up working days for the Schedule module and give access control to project members.
To configure the settings of a project, go to the Projects module and open the project's page. Click … in the navigation header and then click Settings.

Click General on the left-hand side of the Settings window. Select the days which the system considers as working in the Schedule module. Strict Auto Scheduling manages exactly how you want the dependencies to perform between actions. Checking the box means that all the actions move together, no matter which direction they’re moving.

Click Modules on the left-hand side of the Settings window. A window displaying the available modules opens. Use the mouse to activate each module individually. You can only turn on modules which were set up under the Projects level as On (Activated Individually). Click the link to find out how to customize and configure the settings of the Projects module.

Click Access Control on the left-hand side of the Settings window. From here you can grant access to new users, revoke access, add relative roles, filter users based on roles, and see teams.

Click Save for the configuration to apply.
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