1. From the project 'Overview' page, navigate to the 'Project Settings' tab.
2. Click on the project setting title to expand the drop down panel for the settings that are being edited. See the sections below for additional details on the various Project Settings configurations. Click 'Save Changes' in each section for which updates are made.
Project Details - name of the project, location, start date, expected length, and additional configureable fields.
*Did you know that you can add custom fields to the 'Project Details'? A custom field allows you to filter and organize reports that meet the unique needs of your organization. Please contact the Partner Success team at firstname.lastname@example.org to add one or more custom fields for your projects.
Funding Sources - structure of the project's financing, including line-item specific uses of funds. Check out this article for details on configuring project funding sources.
Document Types - types of documents the project will be using. Toggle OFF any documents types that will not be uploaded in any draw, so Rabbet will not try to classify documents as those types.
Rules - in the 'Rules' section, toggle OFF any 'Automatic' rules you do not want Rabbet to perform when reviewing the draw package. You can also toggle OFF/ON any 'Manual' checks you'd like Rabbet to remind you to manually complete when reviewing a draw. To configure a unique 'Manual' check for this project, click 'Add a manual rule'.
Check out the rules index for a detailed explanation of each rule.
Reviewers - add one or more reviewers for the project. Also add a final signatory (optional) for draw submissions and reviews.
*Please note that reviewers must have already been invited to set up their own user accounts in order to appear in the dropdown menu on this page.
Stakeholders - create a record of the organizations and contacts that are affiliated with a project by adding 'Stakeholders'. The catalogue of 'Stakeholders' adds speed and accuracy when preparing to send a draw.
Sharing - a link that 3rd party vendors can use to upload documents and invoices to the project. See this article for details on setting up a shared link.
Do you have questions or feedback? Please email us at email@example.com