Project Settings

User Personas: Admin | Project Manager

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. An admin can change default settings for all of the projects in your company under the Company Settings menu.

To perform the actions described in this article, you must have the Project Admin - Project Settings permissions.

Use the links below to jump to a topic:

• Edit Project Settings
• Project Info
• Members
  • Manage Users on a Project
• Cost Codes
  • Edit Project Cost Codes List
• Budgets
• Documents
  • Daily Reports
  • RFIs
  • Submittals
  • Change Orders
  • Progress Billing
  • Purchase Orders
  • T&M Tickets
• Permissions
• FAQ

Edit Project Settings

1. Select Projects on the global navigation menu, then select a project from the list.
2. Select an option under Settings in the slide-out menu.

Once selecting the appropriate setting: 

1. Select Edit on the action button and make changes.
2. Select Save when finished.

See the sections below for more information 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. 

See Create and Manage Projects for more information on these fields.

If you have the Company - Labor Classes - General Permissions permission, you can select labor rates for the project.

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

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.

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

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, a project manager can modify and rename the project-level Cost Codes as needed on a per-project basis under the Project's Settings. Changes made to Cost Codes at the project level do not affect the company Cost Codes list.

Edit Project Cost Codes List

1. Go to the project, then select Cost Codes under Settings in the slide-out menu.
2. Select Edit on the action button.
   • Rename a Cost Code - Select the Cost Code and make the desired inline-edits to the Cost Code name.
   • Change Category of a Cost Code - Select the Category field on the Cost Code, then add or remove categories as needed.
   • Assign or Remove Cost Code from Project - Toggle the Use for Project button on the Cost Code to Yes or No.
3. Select Save when finished.

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 project. 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 through the provided spreadsheet template.

See the Project Budget Setup article.

Documents

The Documents section allows the settings for each document to be configured on a project-by-project basis. Each tab in the section represents a different document type with its own configuration options.

Daily Reports

• Distribution List - A pre-selected list of recipients that will automatically populate when emailing the document.
• Edit Window - After the specified number of days in the edit window has elapsed, the Daily Report is locked from editing.
• Time On/Off Site - Sets the default values for time on/off site for all new Daily Reports in the project (can be manually overridden).

RFIs

• Distribution List - A pre-selected list of recipients that will automatically populate when emailing the document.

Submittals

• Distribution List - A pre-selected list of recipients that will automatically populate when emailing the document.

Change Orders

• Distribution List - A pre-selected list of recipients that will automatically populate when emailing the document.
• Default Change Order Request (COR) Markups - Sets default markups for your Change Order Request summary on individual projects and enhances the user experience for projects that have a large number of CORs. For more information regarding COR Markups, view the Change Order Requests article.

Progress Billing

Projects that use the Schedule of Values and Progress Billing workflow have their own project-level settings, which override the company-level defaults set in Company Settings.

• Default Retainage % - Overrides the company-level default retainage percentage for this project. New Progress Billings created on the project use this default retainage. Changing the default does not alter retainage already entered on existing line items.
• Distribution Lists - Pre-selected recipient lists that automatically populate when emailing billing documents from the project. The Progress Billing distribution lists cover Schedule of Values, Progress Billing, and Pay Application emails.

Set your retainage default before creating your first Progress Billing on the project so every billing period starts from the correct retainage percentage.

Purchase Orders

• Distribution List - A pre-selected list of recipients that will automatically populate when emailing the document.

T&M Tickets

• Distribution List - A pre-selected list of recipients that will automatically populate when emailing the document. T&M Ticket email recipient fields pre-populate from this list on both web and mobile.

Permissions

Administrators can adjust permissions; see Set Up User Permissions.

FAQ

I changed the Daily Reports edit window in Company Settings and nothing changed on my project. Why?

Company Settings only govern jobs added after the change. To adjust an existing job, set the edit window at the project level instead. See Daily Reports under Documents.

Why can’t I toggle a user on to my project?

A user must already have project level access before their name can be toggled under Add to Project. See Manage Users on a Project and Set Up User Access Level.

Why does my project show a different cost code list from another project?

Every project keeps its own cost code list drawn from the company list, so two projects can activate different subsets. See Cost Codes.

What is a distribution list for?

It pre-selects the recipients that populate automatically when you email that document type from the project, so you are not rebuilding the same recipient list each time. Each document type has its own. See Documents.

Do project-level Progress Billing settings override the company defaults?

Yes. Projects using the Schedule of Values and Progress Billing workflow have their own project-level settings, and those override the company-level defaults. See Progress Billing.