Solution home Company Profile Settings

Project Types

10.3 Project Type – Delete Planning to Execution Checklists
1. Project Type – Delete Planning to Execution Checklists   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’...
Tue, 23 Jun, 2026 at 5:32 PM
10.4 Project Type - Add Execution to Benefits Checklists
1. Project Type - Add Execution to Benefits Checklists   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. C...
Tue, 23 Jun, 2026 at 6:12 PM
10.5 Project Type – Update a Project Close Out Checklist
1. Project Type – Update Execution to Benefits Checklists   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’...
Tue, 23 Jun, 2026 at 6:18 PM
10.6 Project Type – Delete Execution to Benefits Checklists
1. Project Type – Delete Execution to Benefits Checklists   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’...
Tue, 23 Jun, 2026 at 6:22 PM
10.7 Project Type - Add Benefits to Closed Checklists
1. Project Type - Add Benefits to Closed Checklists   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Clic...
Tue, 23 Jun, 2026 at 6:12 PM
10.8 Project Type – Update Benefits to Closed Checklists
1. Project Type – Update Benefits to Closed Checklists   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. C...
Tue, 23 Jun, 2026 at 6:18 PM
10.9 Project Type – Delete Benefits to Closed Checklists
1. Project Type – Delete Benefits to Closed Checklists   1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. C...
Tue, 23 Jun, 2026 at 6:22 PM
11.1 Add Project Close Out Field Report Field
1. Add Project Close Out Field Report Field 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Click t...
Wed, 24 Jun, 2026 at 10:46 AM
11.2 Update Project Close Out Field Report Field
1. Update Project Close Out Field Report Field 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Clic...
Wed, 24 Jun, 2026 at 11:03 AM
11.3 Delete Project Close Out Field Report Field
1. Delete Project Close Out Field Report Field 1. Within the Company Profile, navigate to the ‘Default Settings’ section then ‘Project Types’. Clic...
Wed, 24 Jun, 2026 at 11:08 AM