Project Settings
Configure templates, defaults, and options for projects.
Overview
Project Settings control the templates, default configurations, and options available when working with projects. These settings help standardize your project setup and streamline common tasks.
Settings in This Section
Templates
- Contract Templates - Templates for generating contracts and payment schedules
- Document Templates - Templates for project documents
- Document Template Categories - Organize document templates
- Schedule Templates - Pre-built project schedules
Configuration
- Default Folders - Automatic folder structure for new projects
- Presets - Pre-configured project settings
- Daily Log Configuration - Customize daily log options
- Selections - Global Catalog access and client allowance visibility
Forms
- Form Builder - Create custom forms for projects
- Project Request Form - Customize new project creation form
Client Portal
- Portal Content - Configure what clients see in their portal