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Project Administration

Project Administration

Information about setting up Project Templates and managing information inside your projects such as users, workflows, account codes and more.

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

See more

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

See more

Project Directory

Project Directory Overview

Edit a Business in your Project Directory

Remove a Business from the Project Directory