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6. Project Settings and Inviting Your Team

General Contractors: learn how to configure project settings like terminology, currency, and Categorizations, and invite your project team.

If you work for a General Contractor and have been invited to a Join project, here's everything you need to know to get up and running.

Select a section below and scroll down to see the related information.

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1. Signing Up and Navigating Join

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2. Visualizing Project Progress and Costs

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3. Tracking Ideas and Opportunities

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4. Managing Baseline Costs
and Project Phases

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5. Pivoting and Reporting
Cost Data

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6. Project Settings and
Inviting Your Team

What You'll Learn

Configuring your Project

Customize project settings, including terminology, currency, and rounding display, and define your Categorizations and Work Breakdown Structure (WBS).

Inviting your Project Team

With your project configured, you're ready to invite the rest of your project team. 

 

5. Pivoting and Reporting Cost Data

 

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