Project Settings

Various project settings let you configure your project in more detail, to allow for better reporting and for an experience that is best suited to your project needs. Project settings will only affect the specific project that the changes are made on. Default settings for all of the projects in your company can be changed by an admin under the Company Settings menu.

See the sections below for more guidance on the different settings options.

 

Project Info

Project Info - This tab lets you modify the project status, name, number, contract terms, project details (Such as the project address and office telephone numbers), and general project comments. If the user has Company - Labor Classes - General Permissions permission, they can select labor rates for the project.

Project Team - The project team tab displays the roles of key people on your project. This helps your team know who is working on the project and what roles they fulfill on the project. This information is visible to the project team on the mobile app under Mobile - Additional Project Info. 

Note - If more than two contacts are entered in any project team field, only the first two contacts will appear in the mobile app. 

Enter key project information, such as parking details or working hour limitations, in the Comments section to be visible in the mobile app.

 

Members

The Project Members page lets you manage the Users on your project.

 

Manage Users on a Project

1. Go to the project, then select Members under Settings in the slide out menu
2. Select Edit on the action button
3. Use the toggle buttons in the Add to Project column to add or remove members from the project
   • Alternatively, you can add all members to the project using the Add All Users toggle button
4. Select Save when finished

If a User's Add to Project column toggle is set to Yes and it cannot be changed, the user has Organization selected as their Access Level. See the Set Up User Access Level article for more guidance.

Add or remove users from a project

Cost Codes

Every organization has a standard list of company Cost Codes that are managed by administrators under Company Settings. Each project also has its own Cost Codes list that is comprised of the same Cost Codes in the company list. For flexibility, the project-level Cost Codes may be modified and renamed as needed on a per-project basis by a project manager under Settings. Changes made to Cost Codes at the project level do not affect the company Cost Codes list.

If the category of a cost code is changed at the project level, any historical usage data for that cost code/category combination will remain intact. The changes will only affect the cost code on a going-forward basis.

 

Budgets

The project budget allows for a job’s original estimated costs and hours to be compared to the job’s actual committed costs and hours as you document the work that your team performs for the contract. Configuring the project budget allows you to take advantage of various job costing reports in eSUB Fusion. Your project budget can be set up manually or imported via the provided spreadsheet template.