Project Management - General Setup Menu

Derek Torres
Derek Torres
  • Updated

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The Project Mgmt - General Setup Menu, allows you to enable general settings related to worksheets settings on Projects.

This article will walk Admins through using this General Setup Menu.

To navigate to this menu, follow the instructions below:

  1. Click the Settings wheel icon on the top right of the page.
    • This will open a System Settings page allowing you to access all sub-menus.
  2. Click the Project Mgmt button on the Nav Bar.
  3. Click General Setup.
  4. You will now see the two options below:



Enable Auto Save For Project Worksheet

This setting is enabled by default and auto-saves changes to worksheets as you make changes.

Enable No Cost in Worksheet

This setting, when enabled adds the additional Cost Type option "No Cost" to your Worksheet. As well as a line that reflects this additional cost type on the Worksheet Summary.

Below is an example of the additional No Cost Cost Type on the Worksheet Details:


Below is an example of the additional No Cost Cost Type Line on the Worksheet Summary:


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