Solution home Company Profile Settings

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 ...
Mon, 21 Sep, 2026 at 1:19 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 ...
Mon, 21 Sep, 2026 at 1:23 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 ...
Mon, 21 Sep, 2026 at 1:25 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’. ...
Mon, 21 Sep, 2026 at 2:33 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...
Mon, 21 Sep, 2026 at 2:35 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...
Mon, 21 Sep, 2026 at 2:37 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...
Mon, 21 Sep, 2026 at 5:49 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...
Mon, 21 Sep, 2026 at 5:51 PM