Documentation / Project & Milestone Management Project Configuration & System Settings Updated 2026-08-28 Copy link Print In this section Configure project stages, task workflows, project roles, activity plans, and tags Configures core project structures including multi-tier project stages, task… Configure project templates, default analytical accounts, and visibility rules Maintains master project templates, default cost accounting analytical… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo