Section · 4 entries
Administration
Project-level users, roles, and settings.
- 01Project InformationSet the project's core details — name, address, key dates, and identifiers — that the rest of the tools rely on.Project AdminProject Manager
- 02Project PermissionsControl who can see and do what on the project by assigning roles, and fine-tune access with per-user overrides.Project AdminCompany Admin
- 03RFI SettingsConfigure how RFIs work on the project — numbering, default distribution, notification rules, and custom fields.Project AdminProject Manager
- 04Resources (Project Directory)Manage the companies and contacts on the project — the directory that powers assignments, distribution lists, and bidding.Project AdminProject ManagerProject Engineer
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