Overview
The Project settings page is where you can view and update the information that was entered for a project when it was created. It’s important to note that once a project is created, there will be some settings that you cannot update, for example, settings for Workers’ compensation. If you need help updating a setting, please contact the Support team.
Access Project settings
Project settings are permission based
To update, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager, Project Coordinator
Custom role with: Project management - Full access, Manage
To access Project settings:
From the left-side navigation, click the dropdown menu
Select the name of the project that you want to see the settings for
In the left-side navigation, click Project settings
Select a project, and then click Project settings
Project settings sections
On the Project settings page, you can access the following:
Project settings FAQ
I added a new work location, but worker’s are not seeing it when they fill out their timecards. Why is this happening?
The typically happens when a new work location was added to the project settings, but it wasn't enabled for project workers. To fix this, you’ll need to update the worker’s job details.
How do I change a project’s start and end dates?
You can change a project’s start and end dates by updating the Project details. The start date can be changed as long as it’s within the two weeks prior to the initially chosen start date. When doing this, you’ll be prompted to attest that no injuries or claims have occurred for the project before the setting can be updated.
If you need to backdate a project to start more than two weeks prior to the initially chosen start date, you’ll need to contact the Support team. They can provide you with a No known loss letter to complete and return to Support. Upon receipt of the completed letter, the Support team will back-date to the start date specified on the letter.