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Project Administration

Project Administration

Configure project areas to meet unique requirements.

Project Details

Updating the Project Details

Make a Project a Project Template

Setting up a Project Template

Setup Project Currency

Calendar Overview

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Cost Periods

Cost Periods

Updating project Cost Periods

Users

Manage project Users

Distribution Lists

Create a Distribution List

Account Codes

Create Account Codes

Import your project Account Codes

Update your project Account Codes

Picklist Option Sets

Picklist Option Set Overview

Customize Forms

Custom Formula fields

Create a Custom Project Form

Add a Custom Field to any Form on a Project

Custom Field Types

Edit a Custom Field

Project Alias for System Fields

Reordering Form Fields

Clone Form Types to other Projects

Create Default Values and Rows for Project Collections

Set Default Text Fields on Forms

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Permission Checker

Using the Permission Checker

Workflows

Create a workflow

Edit a Workflow

Merge Templates

Create a project Merge Template

Make a project Merge Template public or private

Edit/Rename a project Merge Template

Upload a new version of a project Merge Template

Delete a project Merge Template

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Project Directory

Project Directory Overview

Edit a Business in your Project Directory

Remove a Business from the Project Directory