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...
Mon, 21 Sep, 2026 at 12:53 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...
Mon, 21 Sep, 2026 at 12:56 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 ...
Mon, 21 Sep, 2026 at 12:57 PM
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 ...
Mon, 21 Sep, 2026 at 12:58 PM
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...
Mon, 21 Sep, 2026 at 1:00 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...
Mon, 21 Sep, 2026 at 1:01 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...
Mon, 21 Sep, 2026 at 1:05 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...
Mon, 21 Sep, 2026 at 1:11 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...
Mon, 21 Sep, 2026 at 1:14 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...
Mon, 21 Sep, 2026 at 1:16 PM