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Creating a New ProjectProject Settings & ConfigurationManaging GC InformationProject Statuses ExplainedClosing a Project
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Projects

Create and manage construction projects

5 articles in this category

Creating a New Project
Step-by-step guide to creating a project with contract details and GC information
6 minRead more
Project Settings & Configuration
Configure project-specific settings like retainage percentage and billing preferences
5 minRead more
Managing GC Information
Add and update General Contractor and Architect contact information
4 minRead more
Project Statuses Explained
Understanding project statuses: Draft, Active, On Hold, Substantial Completion, and Closed
5 minRead more
Closing a Project
How to properly close out a project and release final retainage
5 minRead more
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