How do I assign a Project Manager to a Project?
To assign a Project Manager to a Project, go to the Menu and select Projects and then open the Project you wish to assign a manager to.
Go to the Contacts tab and click on the pencil icon on the top right to get into Edit mode. Choose Project Manager that opens a directory pop up and you can assign a manager then.
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How do I assign or restrict Project access for Employees and Subcontractors??
To restrict Project Access for Employees and Subcontractors, go to the Directory and choose the user you want to restrict access to. Once here, go to Edit mode which is the pencil icon on the top right. Once here scroll down to Assigned Projects on ...
Assigned Projects & Default Project
Assigned Projects and Default Projects are great tools that help you limit the amount of data you and your employees see by only showing you the data that you need/want to see. NOTE: You should NOT Assign a project or Default Project to you or anyone ...
Assigned Projects & Default Project
Assigned Projects and Default Projects are great tools that help you limit the amount of data you and your employees see by only showing you the data that you need/want to see. NOTE: You should NOT Assign a project or Default Project to you or anyone ...
Adding a Project
Projects After adding your contacts in Contractor Foreman, Projects is generally the second step in setting up Contractor Foreman. Projects in Contractor Foreman are where basic project information is contained as well as containing links where you ...
How do I enable the Timecard feature for a Project?
Time Card feature is activated by default for all Projects so you can start a Time Card and simply assign it to a Project so that it logs it to the Project.