Project Settings

1.7 Remove a Project Key User
1. Remove a Project Key User   1. In order to Remove a Key User of a Project, click the ‘Settings’ tab from the left side bar of the Project Page. Once do...
Fri, 20 Nov, 2020 at 7:40 PM
1.8 Reverse Execution
1. Reverse Execution 1. Once you reach the Project page, click the ‘Settings’ tab from the left sidebar. Click ‘Reverse Project’ button.   2. A ‘pop...
Fri, 28 Jun, 2024 at 10:54 AM
2.1 Update the Project Reporting Schedule
1. Video You can check the video for a walkthrough of how to update the Automated Reporting Schedule. 2. Update the Project Monthly/ Fortnightly Report...
Mon, 18 Jan, 2021 at 7:21 PM
2.2 Update the Project Weekly Reporting Schedule
1. Video You can check the video for a walkthrough of how to update the Automated Monthly/ Fortnightly Reporting Schedule. 2. Update the Project Wee...
Tue, 19 Jan, 2021 at 12:06 PM
3.1 Manage Report Notifications within a Project
1. Manage Report Notifications within a Project   1. You can manage the Email Report Notifications by clicking ‘Settings’ tab from the left side bar of th...
Fri, 20 Nov, 2020 at 7:40 PM
3.2 Manage Module Notifications within a Project
1. Manage Module Notifications within a Project   1. To manage the Module Notifications, click the ‘Settings’ tab from the left side bar of the Project pa...
Fri, 20 Nov, 2020 at 7:41 PM
4.1 Manage Approver Responsibilities within a Project
1.Manage Approver Responsibilities within a Project   1. To manage the Approver Responsibilities, click the ‘Settings’ tab from the left side bar of the P...
Fri, 20 Nov, 2020 at 7:41 PM
5.0 Project Roles and Access Levels
Related Articles: Manage Role Responsibilities within a Project Manage Approver Responsibilities within a Project I. Project Role Project Role ...
Thu, 5 May, 2022 at 11:55 AM
5.1 Manage Role Responsibilities within a Project
1. Manage Role Responsibilities within a Project   1. To manage the Role Responsibilities, click the ‘Settings’ tab from the left side bar of the Proje...
Tue, 31 May, 2022 at 6:35 PM
6.1 Manage Weekly Reports within a Project
1. Manage Weekly Reports within a Project   1. You can manage the Weekly Report by clicking ‘Settings’ tab from the left side bar of the Project page.  2...
Fri, 13 May, 2022 at 4:42 PM