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Edit Project Settings

Make changes to the project details in Rabbet at any time during the life of the project.

Tom Martin avatar
Written by Tom Martin
Updated over a week ago

1. Open Project Settings

  1. Go to the Project Overview page.

  2. Click the three-line dropdown in the upper-right corner.

  3. Select Project Settings.

Project Overview Project Settings

2. Edit a Settings Section

  1. Click the title of the section you want to edit.

  2. Make your changes.

  3. 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. 

Project Settings

Project Settings custom fields

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).

Line item settings

Rules

  • Toggle Automatic rules OFF if you don’t want Rabbet to run them during draw review.

  • Toggle Manual checks ON/OFF as needed.

Project Settings Automatic Rules

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.

Project Settings User Access

*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

Project Settings 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

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