Project Settings let you configure suppliers, installers, deadlines, and defaults for each project—all in one place.
How it Works
• Open any project and navigate to the Project Settings tab.
Books Settings
Use the Books tab to configure how your design books are built.
Set page settings for your design book canvas.
Choose your default design book size for the project.
Deadlines
Track sourcing, design, and procurement timelines with automated countdowns.
Open the Deadlines tab to set deadlines by division.
A live timer will display throughout the project to help you stay on schedule.
Default Installers
Standardize who installs what across your org.
Select Default Installers to assign preferred installers by division.
Defaults will automatically apply when building item schedules or installation books.
Default Suppliers
Ensure projects consistently pull from correct sources.
Select Default Suppliers to set supplier defaults by division.
Helpful for maintaining accuracy in procurement books and supplier coordination.
General Settings
Define how the project behaves at a high level.
Choose the default division for the project.
Example: If the project focuses heavily on lighting or plumbing, set that division as default.
Design firms typically select All.
Units & Increments
The Units & Increments tab serves as a placeholder for setting Default Estimates, Measurements and Nudge Increments.
Set the default Area and Linear Measuring accuracy.