Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to access all areas of Project Settings, users will need Manage permissions for Projects
When navigating through SiteMax Systems, you'll come across two important areas: Company Settings and Project Settings. These serve as hubs for configuring preferences, settings, and specific details pertaining to your projects. Let's take a closer look at Project Settings:
Project Settings
Scope: Unlike Company Settings, Project Settings are specific to individual projects within the company's SiteMax account.
Purpose: These settings allow for a high degree of customization and management of project-specific details, preferences, and configurations.
Managed by: Project managers, admins, and users with project-level permissions are responsible for handling these settings.Components of Project Settings
1. Info Tab
This part holds important details about the project. It's like a central storage for all the key information specific to the project.
3. Day View Tab
This section is where you can set up and customize your Daily Reports.
4. Lists Tab
Under the Lists Tab within Project Settings, you'll find several sub-tabs akin to those in Company Settings, tailored specifically for the project:
Cost Codes Tab: This enables the allocation of costs to specific categories within the context of the project.
Phases Tab: Here is where you can add the phases created in your Company Settings to your project.
Divisions Tab: Add divisions within the project to allow for the segmentation of work into distinct categories.
Locations Tab: Locations help in specifying where particular tasks or activities are taking place within the project. Here, you can easily set up, add, or handle locations for Submittals, Punch Items, RFIs, and Change Orders. It is presented in table format with separate parts for each module. This makes it easy to see if a specific location is enabled or not for the related column or module in that project.
Specifications Tab: This section deals with the specific requirements and details unique to the project submittals.
5. Modules Tab
Within the Modules Tab, you'll find several specialized modules that are vital to the project:
Forms Tab: This area is dedicated to the management of forms specifically tailored to the project. You may also find the QR of the form here that you can share to anyone outside the organization.
Purchase Orders Tab: This is where you can manage the settings for purchase orders.
Change Orders Tab: This is where you can add or remove the accounting emails.
Power Modules
Punch List Tab: Here, you can set the distribution for your Punch Lists, whether Custom or Automated.
Siteflow Tab: This tab houses the QR Codes created for your various Siteflows within your project.
Learn about Project Settings in the Mobile App!