Project Settings Templates

Project Settings Templates Overview

Purpose

You can create Project Settings Templates that can be applied to a project during project creation.

Key Features

1. Project Requirements: Add Project Requirements to the template.

2. Payables Requirements: Add Payables Requirements such as Lien Waivers and Sworn Statements.

3. Billing Schedule: Optionally add a Billing Schedule by selecting the Recurrence and Due Day of Month, along with Vendor Notification preferences.

4. Cost Structures: Optionally create Sub Jobs and project-specific Cost Codes and Cost Types.

5. Approval Requirements: Add Approval requirements for Payables and Payments.

How It Works

To create a Project Settings Template, perform the following steps:

1. At the top-right of the page, click Settings.

   

2. On the Settings page, click the Templates tab.

   

3. Click the Project Settings tab on the Templates page, and then click the New Project Settings Template button in the top-right corner.

   

4. Input a Template Name and optional template description. Then click Next.

   

5. Add Project Requirements by clicking Add Requirement. Then click Next.

   

   

6. Add Payables Requirements by selecting the options. Then click Next.

   

7. Optionally add a Billing Schedule by checking the box and selecting the Recurrence and Due Day of Month. Optionally add Vendor Notification preferences. Then click Next.

   

8. Optionally create Sub Jobs and project-specific Cost Codes and Cost Types. Then click Next.

   

9. Add Approval requirements for Payables and Payments by toggling the options and populating the conditions. Then click Next.

   

10. Review the Project Settings Template, then click Save.

    

Note: When creating a project, select the desired Project Settings Template from the dropdown field on the project creation form.