9. Advanced Topics

User Access Group
Project Status + Health
Billable Rates
Schedule Audit

Create User Access Group

User Access Groups (UAG) provide project-level security or access. Select one or more users and then select what projects they have access to. Users can only be in one UAG at a time.

Create group:


Assign User Access Group when creating new project:


Project Status + Health

Option to edit or create new status + health combinations is only available to Plus or higher subscription plans. Project status and project health do not automatically change when the circumstances of your project change. They must be manually changed by a user. 


Billable Rates

Billable rates are only available to Plus or higher subscription plans.


Schedule Audit

Schedule audit is only available to Pro subscription plans.



◀︎ 8. Dashboard

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