Support Portal

1. Project Type – Delete Project Close Out Checklists   1. Within the Company Profile, scroll to the ‘Default Settings’ section then ‘Project Types’. This...

1Add a Project Type   1. After navigating to the Company Profile, scroll down to the ‘Default Settings’ section then ‘Project Types’. This is the section ...

1. Delete a Project Type 1. Go to the ‘Project Types’ section within the Company Profile.   2. Delete a ‘Project Type’ by clicking this icon ‘ ’ ...

1. Project Type – Assign Key User              1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. This is the...

1. Project Type – Remove Assigned Key Users   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. This is the ...

1. Project Type – Manage Report Notifications 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. This is th...

1. Project Type – Manage Module Notifications 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. This is th...

1. Project Types: Manage Project Approver Responsibilities                                      1. Within the Company Profile, navigate to the ‘Default Se...

1. Project Types: Manage Project Role Responsibilities   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. T...

1. Project Type – Manage Project Type Default Settings   1. Within the Company Profile, scroll to the ‘Default Settings’ section then ‘Project Types’. Thi...