Solution home Company Profile Settings

Project Types

4.1 Project Type – Update Monthly/ Fortnightly Reporting Schedule
1. Project Type – Update Monthly/ Fortnightly Reporting Schedule   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project...
Tue, 23 Jun, 2026 at 12:00 PM
4.2 Project Type – Update Weekly Reporting Schedule
1. Project Type – Update Weekly Reporting Schedule   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click...
Tue, 23 Jun, 2026 at 12:01 PM
5.1 Project Type – Manage Report Notifications
1. Project Type – Manage Report Notifications 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click the ...
Tue, 23 Jun, 2026 at 11:49 AM
5.2 Project Type – Manage Module Notifications
1. Project Type – Manage Module Notifications 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click the ...
Tue, 23 Jun, 2026 at 11:59 AM
6.1 Project Type - Manage Project Approver Responsibilities
1. Project Type - Manage Project Approver Responsibilities   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types...
Tue, 23 Jun, 2026 at 12:11 PM
6.2 Project Type - Manage Project Role Responsibilities
1. Project Type - Manage Project Role Responsibilities   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. C...
Tue, 23 Jun, 2026 at 12:19 PM
7.1 Project Type – Manage Weekly Report Template
1. Project Type – Manage Weekly Report Template   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click th...
Tue, 23 Jun, 2026 at 12:53 PM
7.2 Project Type – Manage Fortnightly Report Template
1. Project Type – Manage Fortnightly Report Template   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Cli...
Tue, 23 Jun, 2026 at 1:07 PM
7.3 Project Type – Manage Monthly Report Template
1. Project Type – Manage Monthly Report Template   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click t...
Tue, 23 Jun, 2026 at 3:30 PM
7.4 Project Type – Add a Custom Report Template
1. Project Type – Add a Custom Report Template 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click the...
Tue, 23 Jun, 2026 at 1:28 PM