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Excerpt
hiddentrue

model your engagement lifecycle through control of permissions, notifications, permissible edits

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Tip
titleAdditional Resources
  1. In the Topic of the Day: Permissions Management Webinar, we discuss Projector’s permission structures and help administrators identify efficient ways to model Engagement Stages their organization. (go to 22:45)
  2. Watch the Project Setup and Configuration Best Practices Webinar, where our implementation consultants walk through the project configuration process highlighting the key aspects of setting up a Project Stages. (go to 28:45)


This form is reached by choosing View | Administration | Setup Heading | Stages | Engagement Subtab | Click Edit.

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Permissions and Settings

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