Set up your company

By the end of this workflow your company's projects start the same way: in the right group, on your working calendar, from your templates, with your logo on the paper.

Who does this#

A company Admin. Partner staff can do it for the companies their partner looks after. See Who can see and do what.

Before you start#

• You are signed in as an Admin of the company. Company is in your sidebar, under Administration (see the Company page).
• Have your logo as an image file, your standard work weeks and holidays, and one finished project you would like new ones to start from.

Steps#

1. 1
   Open Company. Choose Company in the sidebar. The page shows one section at a time, as tabs: Overview, Users & access, Organization, Standards, Billing & licenses, Integrations and Activity, plus Training once you turn training on.
2. 2
   Add your groups, if you need them. Groups keep projects apart, for example by region or division. In Organization, under Groups, press + Add group… and type a name. Every project lives in the company itself or in exactly one group, and who sees it follows from that (see Companies, groups and roles). A single-office company can skip groups.

3. 3
   Add your logo and colors. Open Standards. Under Company defaults, press Upload logo…; the logo appears on PDF exports and the company header. Under Default colors, name and add the color tags your planners should use, such as Concrete or Sub: electrical.
4. 4
   Set your work calendars. Under Calendar standards, press Add the two calendar standards to add 5×8 Mon–Fri, set as the default, and 4×10 Mon–Thu. To keep a calendar you already built, holidays and shutdowns included, open a project that has it, choose Tools ▾ → Calendars…, open the calendar and press Save as a calendar standard…. On the New calendar standard screen keep the Repeats every year entries and choose which Specific dates to keep. Manage… lets you edit, Set as default or Retire a standard. See Company calendar standards.

5. 5
   Make your project templates. Under Project types and project templates, press Manage… and add the types you build, for example Bridge or Site work. Then open a finished project of that type and choose Tools ▾ → Save as a project template…. The capture screen shows what it keeps, under Kept, and what it clears for the next project, under Cleared for a fresh start. Tick the task notes worth keeping, pick the type, and tick the box to make it that type's default. See Project types and templates.
6. 6
   Add company columns. Under Company columns, press Add the Supplies column for a text column crews read on site, or Manage… to define your own: a name and a type (text, checkbox, dropdown list or symbols). Planners then add them to any project from the column header's Add or show columns…, under Add from company library. See Company columns.
7. 7
   Invite your people. Continue with Invite people, set roles and manage licenses.

Good to know#

• Changing a standard never changes a saved project. A project copies a calendar standard, a template or a company column when it is created, and keeps its copy. Editing or retiring the standard later changes only what new projects get.
• Adopting a standard later. A project that started on another calendar can switch in Project settings, with Apply company defaults. It replaces the project's holidays and shutdowns after a confirmation that says how many tasks will move, and one Ctrl+Z undoes it.
• What a new project gets. Company settings are applied first, then the template, then anything the planner types in the New project dialog, which lists what it will apply.
• Who can do what. Editors can add a calendar standard, a project template or a company column too. Managing calendar standards and templates, such as renaming, retiring or setting a default, is for Admins only.
• Limits. Up to 50 calendar standards, 100 project types, 200 templates of up to 2,000 tasks each, 100 company columns and 20 default colors.
• Next steps. Connect other software in Integrations (see Connect other tools with webhooks and the API), and run classes from Training (see Run a training course).