Configure Project Settings from the Company Admin Tool

Objective

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

Background

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

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the company's Admin tool.

Tasks

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 Project Group
   		Delete a Project Group
   		Add a Custom Tender Type
   		Add a Custom Owner Type
   		Add a Custom Project Region
   		Enable the DocuSign Integration in Your Company's Account
   	Fieldset	Create a Default Project Fieldset
   		Create New Custom Fields
   		Create Custom Sections
   	Roles	Add a Custom Project Role

    

See Also

• Configure Advanced Settings: Company Admin