1. Open Project Settings
Go to the Project Overview page.
Click the three-line dropdown in the upper-right corner.
Select Project Settings.
2. Edit a Settings Section
Click the title of the section you want to edit.
Make your changes.
Click Save Changes before moving to the next section.
3. Settings Sections & Options
Project Details
Project name
Location
Start date & expected length
Additional configurable fields
Tip: You can add custom fields to help filter and organize reports. Contact the Partner Success team at help@rabbet.com to set them up.
Sources & Uses
Define the structure of the project’s financing.
Assign line-item specific uses of funds.
Line Item Settings
Assign a Type (Hard Costs, Soft Costs).
Assign a Category (e.g., Allowances, Contingency, Developer Fees, Financing, Land Acquisition, Tenant Improvements).
Set Expected Retainage (if applicable).
Rules
Toggle Automatic rules OFF if you don’t want Rabbet to run them during draw review.
Toggle Manual checks ON/OFF as needed.
Document Approval Workflows
Draw Roles
Set each user’s role for this project:
Document Reviewer
Draw Reviewer
Signatory (only one per project)
Non-reviewers can still have access.
Note: Reviewers must have active Rabbet accounts to appear in the list.
*Please note that reviewers must have already been invited to set up their own user accounts in order to appear in the table on this page.
Stakeholders
Add organizations and contacts linked to the project.
Speeds up draw preparation by auto-filling contact info.
See this article Managing Stakeholders
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 help@rabbet.com