Use this guide to maintain the shared lists, defaults, presentation, and integrations used across projects. Use Roles and Permissions for access, and Project Setup for one project's choices.
Start here
- Maintain shared codes and classifications: Configure operational lists.
- Set field reporting defaults: Configure Daily Logs and Equipment.
- Set financial and signing defaults: Configure financial settings.
- Update email or dashboard presentation: Configure organization presentation.
- Connect accounting: Configure integrations.
- A section is missing: Troubleshoot Organization Settings.
Choose the correct settings page
Use Organization Settings for values shared across projects:
- Cost Codes, Revenue Codes, and Cost Types
- Daily Log Settings
- Equipment and Hourly Cost Rates
- Financial Settings and Document Signing Settings
- Trades and Bid Tags
- Emails and Configure Global Dashboard
- Integrations
Use Project Settings for one project's identity, Drawing Areas, Sub Projects, locations, people, project cost-code selection, financial choices, RFI and Submittal settings, integration inclusion, exports, and visibility.
Changing an organization catalog does not necessarily select every value on every project. For example, maintain the shared Cost Code catalog here, then configure the current project's Cost Codes in Project Settings.
Configure shared standards
Configure operational lists
In Organization Settings, maintain:
- Cost Codes, including Add Subcode and export.
- Revenue Codes, when enabled for the organization.
- Cost Types.
- Trades used by companies and project tools.
- Bid Tags used by company profiles and Bid Management.
Archive an item to remove it from future choices without breaking records that already use it. Enable Show Archived and select Unarchive to restore it. When a parent Cost Code is archived, its subcode actions remain unavailable until the parent is restored.
Configure Daily Logs and Equipment
- Edit Daily Log Settings and save the sections and defaults used across projects.
- Open Equipment to add or edit shared assets.
- Archive retired equipment; existing Daily Logs retain their entries.
- Use the archived view and Unarchive to restore equipment.
- Open Hourly Cost Rates when your role includes its separate permissions.
Opening Organization Settings does not grant equipment or hourly-rate access. Equipment editing needs Add, edit, and archive equipment and other material assets. Hourly rates begin with View hourly cost rates for employees.
Configure financial settings
Under Financial Settings, select Edit, review the following, then save:
- Track Materials Stored
- Default Retention Percent
- Hide Budget Codes on Owner Pay Applications
- Billing Period Due Date Day
- Require Cost Type on Line Items
- Hide First Level Cost Codes
- Lien Waivers
Default retention is used for new Commitments and then their new line items. Billing Period Due Date Day accepts 1 through 31 for automatically created Billing Periods.
Under Document Signing Settings, configure:
- Prime Contract Legal Language
- Vendor Commitment Legal Language
- Purchase Order Legal Language
- Prime CO Legal Language
- Vendor CO Legal Language
- Signing Order: Other Party or My Organization
Legal-language changes affect future documents, not documents already created. Use Manage Templates to edit document templates. See Contracts and e-signing.
Configure communication and integrations
Configure organization presentation
For system email:
- Open Organization Settings → Emails.
- Select Edit, update the organization email sign-off, and save.
The sign-off applies to supported system templates. It does not control which notifications a person receives.
For the dashboard:
- Open Configure Global Dashboard.
- Select Edit.
- Add or replace Organization Image with a JPEG or PNG.
- Save.
The dashboard image is separate from square and rectangle logos on the organization's Global Directory profile.
Configure integrations
- Open Organization Settings → Integrations.
- Select the available accounting integration.
- Complete its connection or authorization steps.
- Review its state:
- Enabled means the organization integration is active.
- Disabled means it is connected but not syncing.
- Auth Error means authorization must be renewed.
- Confirm project scope, directions, dates, and mappings with Constructable.
Detailed Configure controls are limited to Constructable implementation staff. Use each project's Project Settings → Integrations to include or Exclude from [integration name] Sync without disabling the organization connection.
An integration appears only when available to the organization and your role has the required integration access.
Access and consequences
- Update organization-level settings opens and changes Organization Settings. Admin receives it by default, and it is not editable in the role matrix.
- View organization-level settings is separate, but does not open this write-oriented page by itself.
- Financial and signing sections additionally require financial write access.
- Equipment, hourly rates, and integrations have additional permissions.
- Revenue Codes and integration-specific sections appear only when those features are enabled.
Changes here can affect shared choices and defaults across projects. They do not change project membership, role permissions, record sharing, or anyone's personal notification delivery preferences.
Troubleshoot Organization Settings
Organization Settings is missing
Confirm Update organization-level settings. The built-in Admin role has it by default.
A section is missing or read-only
Check its specific permission, organization feature, package, and required integration. Opening the page does not grant every section's access.
Revenue Codes is missing
Revenue Codes must be enabled for the organization.
An archived item disappeared
Enable Show Archived, then select Unarchive. If it is a subcode, restore its parent Cost Code first.
A project is not using a new organization Cost Code
Open that project's Project Settings → Cost Codes and update its selection.
An accounting integration shows Auth Error
Renew its authorization. If the organization connection is healthy but one project is absent, inspect that project's Exclude from [integration name] Sync setting.