Configuring Project Ranks

Project ranks help you identify important information about a project. Project ranks are assigned on a phase's General tab and are visible on the Calendar, Bid Board, and several reports. This article will explain how to create and modify project ranks.

Requirements:

• Users must have Admin access to Projects.
• Users must have Admin access to Quotes.

1. Navigate to the Projects page. 

2. Click File, then select Configuration.

4. The Configure Projects window will appear.

5. Click the Proj Ranks tab.

6. Modify the entries as needed.

• To create a new project rank, click  .
• To delete a project rank, select it from the table, then click .
• To change the color of a project rank, double-click the cell in the Color column.
• To change the name of a project rank, double-click the cell in the Name column.

Caution: 

• If you modify an existing project rank, the changes will apply to all projects where that rank has been assigned. For example, if a project rank has been assigned to eight projects and you change its rank color from red to blue, all eight projects will now display blue.
• Deleting a project rank will permanently remove it from all projects where it has been assigned. A new project rank must be reassigned manually.

7. Click Ok to save changes. The changes will be visible immediately.