Project Types

7.5 Project Type – Update a Custom Report Template
1. Project Type – Update a Custom Report Template 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click ...
Tue, 23 Jun, 2026 at 2:06 PM
7.6 Project Type – Remove a Custom Report Template
1. Project Type – Remove a Custom Report Template 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click ...
Tue, 23 Jun, 2026 at 3:27 PM
7.7 Project Type – Manage One Page Report Template
1. Project Type – Manage One Page Report Template   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click ...
Tue, 23 Jun, 2026 at 3:52 PM
7.8 Project Type – Customise Report Header and Footer
1. Project Type – Customise Report Header and Footer 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. ...
Tue, 23 Jun, 2026 at 3:42 PM
8.1 Project Type – Add Benefit Summary
1. Project Type – Add Benefit Summary 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click the ‘Edit’ i...
Tue, 23 Jun, 2026 at 4:05 PM
8.2 Project Type – Update Benefit Summary
1. Project Type – Update Benefit Summary 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click the ‘Edit...
Tue, 23 Jun, 2026 at 4:15 PM
8.3 Project Type – Delete Benefit Summary
1. Project Type – Delete Benefit Summary 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click the ‘Edit...
Tue, 23 Jun, 2026 at 4:24 PM
9.0 Project Type - Set up Report Status and Trend Configuration
1. Project Type - Set up Report Status and Trend Configuration 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project T...
Tue, 23 Jun, 2026 at 4:33 PM
10.1 Project Type - Add Planning to Execution Checklists
1. Project Type - Add Planning to Execution Checklists   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. C...
Tue, 23 Jun, 2026 at 5:22 PM
10.2 Project Type – Update Planning to Execution Checklists
1. Project Type – Update Planning to Execution Checklists   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’...
Tue, 23 Jun, 2026 at 5:25 PM