Project Settings - Overview

Learn about the settings that control the behavior of projects

Updated on September 6th, 2024

The table below provides an overview of the site admin settings that control the behavior of projects.

Click the blue links on the left to access full instructions for configuring each setting.

 
Setting Description
Project Types Set the type of projects that are common across your business.
Project Stage Types Set up pre-defined stages that are common across your projects.
Substatus Set up labels to link to main statuses.
Default Project Note Restrictions Set the defaults for who has access to project notes.