Organization settings

To manage quantities and work packages successfully, the correct organization settings must be set up before project initiation. The organization level is the highest level where your company sets parameters for all projects. The steps below walk you through how to access organization settings.

Open Organization Settings

  1. From the All projects & organizations page, click on the Organization tab.

  2. Select an organization.

  3. From the organization’s Home locate the Settings tile on the bottom right side of the screen. You might have to scroll up or down to find it.

  4. Click Manage Settings.

    • You can also click Settings under Project Home in the side bar menu on the left.

  5. Select Plan to open the organization settings for Plan.

You can manage the following settings at the organization level: