Branch Project Settings

The Project Settings screen contains multiple sub-tabs where you can customise certain parts of your Project's sections.  

You can access your branch Project settings, with permission, via your profile drop-down icon - the teal coloured circle with your initials to the top right of your page.  

Clicking on this icon, scroll down to Branch Settings | Project Settings option.  

Clicking on this page opens your Project Settings screen.

Project Settings

Branch owners have the permissions-based ability to customise various parts of their Projects pages.  If your Rave account is part of a Franchise Business that has a head office/support office that controls these settings, the tabs will not be available for you to view/edit. If you are at a head office level, you will see the orange warning box below indicating that you are changing settings for ALL your franchises. 

Project

We understand that client information and project information can be sensitive, and you may want to restrict access for certain team members while still allowing them to use Rave effectively.

You can now hide client details and certain project information from Site Staff and Timesheet Users, just as you can with Contractors. This ensures privacy is maintained while your team continues to collaborate and perform their roles.

Simply choose which user group you want to show/hide Client Details and Project Details. 

To see this settings for Contractors click here for the Article 

Show Client Details will enable the user to see the client name, email and phone number on the project page. Disabled they will see Redacted on the project list page and then no client information box on the project overview page.

Show Project Details will enable the user to see the project people page information, signed contract value if applicable and project type.  Disabled that information is removed.  

If you have enabled the setting at a branch level you can override this per project in the specific Project Settings as per below. 

Project Stages

You can create and manage your project Stages options.

• Simply click the + Stage Button to add a new option
  

You can also:

• Edit any existing options
• Archive old options that are NOT in use 
  
• Any Stages contact projects will guide you to re-assigning them to another project Stage
  
  
  Note: Closed Projects are not affected by this change, only Open Projects. 

Once amended, you can return to the Projects list page and bulk-assign or single-assign any of the project Stages using your new custom list.

Key Tasks 

You can add and manage your Key Task list here. The order of your Key Tasks down the page is the order these will display across your Key Tasks build overview report.  The Key Task Name and Description are generally the same, but it is the ‘Name’ field that dictates what is displayed on the report.

• Simply click the + Key Task Button to add a new option
  

You can also:

• Edit any existing options
• Delete any options that are no longer required

Project Types

You can add and manage your Project Types here. 

• Simply click the + Project Type to add a new option
• Once a Project Type has been added, you click the + Project Sub-Type button to add a sub-type
  

You can also:

• Edit any existing options
• Merge an existing option into another one, which will transfer all the enquiries from the old option to the new one, and retire the old option
• Archive old options - these will still show on existing reports, but won't be available for future projects.
• Delete any options that are no longer required
  
  

Garage Types

You can add and manage your Garage Types here. 

• Simply click the + Project Type to add a new option
  

You can also:

• Edit any existing options
• Merge an existing option into another one, which will transfer all the enquiries from the old option to the new one, and retire the old option
• Archive old options - these will still show on existing reports, but won't be available for future projects.
• Delete any options that are no longer required
  
  

Collections 

You can add and manage your Collections, or House Style, and Plans here

• Simply click the + House Style to add a new House Style option
• Once a House Style has been added, you can click the + House Plan button to add a House Plan option
  

You can also:

• Edit any existing options
• Merge an existing option into another one, which will transfer all the enquiries from the old option to the new one, and retire the old option
• Archive old options - these will still show on existing reports, but won't be available for future projects
• Delete any options that are no longer required