Basic Navigation and Settings

1. Settings Page

Under Settings, you can find the Personal and Company tab.

Personal: gives you the option to enable the following:

• Login as Feature: Enable or disable the “Login as feature.
• Email Notifications: Opt in or out of receiving notifications via email.

Company: This tab is used for viewing the general company information which includes the company name and the list of company users.

2. Connections- the connections tab is used to setting up the following:

Procore: Set up and manage connections to Procore.

Smartsheet: Configure integrations with Smartsheet.

Microsoft Project Online: Establish connections to Microsoft Project Online.

Microsoft Project Desktop: Set up integrations with Microsoft Project Desktop.

3. Reports

Utilization Report: Access and review reports on actively syncing projects to monitor utilization and performance.