Settings - making this app your own

Logos and Avatar Settings

You can customize the application to reflect your personal profile and your company’s branding. Click your name/avatar at the bottom of the main navigation panel to open settings.

General Settings: How to Configure Your System

Basic settings for things such as auto numbering and printing. Click your name/avatar at the bottom of the main navigation panel to open settings.

Auto Numbering Settings for Projects, Proposals, and Invoices

Auto numbering is optional, but highly recommended. Click your name/avatar at the bottom of the main navigation panel to open settings.

Profit Centers Settings

Most of our clients have a single location. But for those who have more than one location or internal divisions, profit centers are quite handy. Click your name/avatar at the bottom of the main navigation panel to open settings.

Time and Labor Settings

Under this section is where you will setup your pay periods, overtime and overhead factors, and activities. Click your name/avatar at the bottom of the main navigation panel to open settings.

Expenses & Services Settings

Expenses and Services are siblings but have slightly different behaviors. Expense have a direct cost against your projects, services do not. Click your name/avatar at the bottom of the main navigation panel to open settings.

Mileage Expense Settings

The milage expense is a special expense used when entering mileage on time slips. Click your name/avatar at the bottom of the main navigation panel to open settings.

Address Book Settings

Your companies and contacts live in separate data tables we think of as the Address Book. Click your name/avatar at the bottom of the main navigation panel to open settings.

Project Management Settings

This is where you set statuses for projects and phases. You will also create the tags used for projects and proposals. Click your name/avatar at the bottom of the main navigation panel to open settings.

Invoice Print Settings

Invoice Print Settings allow you to control how your invoices read when printed or shared with clients. Click your name/avatar at the bottom of the main navigation panel to open settings.

Statement Print Settings

Update statements to print with your preferred titles or language. Click your name/avatar at the bottom of the main navigation panel to open settings.

Invoice Billing Option Settings

Here you will find some items to help with your billings and with keeping project statuses current. Click your name/avatar at the bottom of the main navigation panel to open settings.

Logs & Docs Settings

The real difference between logs and docs is that log entries are assigned response due dates for items such as RFIs and Submittal Packages. Click your name/avatar at the bottom of the main navigation panel to open settings.

Todo Settings

Settings control how due dates are calculated, while Master Todos allow you to build reusable tasks, checklists, and workflows. Click your name/avatar at the bottom of the main navigation panel to open settings.

Data Management - Column Sets

Decide what data you would like to see in reports and on your list views. Click your name/avatar at the bottom of the main navigation panel to open settings.

Data Management - Custom Fields

Unleash the power of BaseBuilders with your own custom fields. Use them to segment and track what is important to your organization. Click your name/avatar at the bottom of the main navigation panel to open settings.

Data Management - Ratios

These ratios enable you to compare projects of various types and sizes to see how your firm is performing. Click your name/avatar at the bottom of the main navigation panel to open settings.