Complete Project Settings

Project settings allow you to do three things in particular: assign a default project administrator role, choose a project number custom field and define project search options. A description of each setting is located below.

  1. Assign Default Project Administrator Role: Setting a default role from which to choose a project administrator will automatically populate the users in the select role when assigning an administrator on a new project. If not configured, all account users will be available for selection.
  2. Choose Project Number Custom Field: This allows you to take a project custom field to use as a project number to be displayed on all pages where the project name appears. For instructions, see Create Project Number Custom Fields.
  3. Define Project Search Options: This setting allows you to choose up to three options by which users can search for the project from the static “Project drop-down menu that appears on every page within e-Builder Enterprise. Most common options include Project Name and Project Number.
    4. All Projects

To complete project settings

  1. Go to Project Settings.

    2. For instructions, see Access Project Settings.

  2. Click Project Settings.

    3. The Project Settings page is displayed.

  3. Complete all necessary fields.
  4. Click Save.

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