Project Settings
This guide walks you through how to configure your Project Settings in BuildOps so every new project starts with consistent defaults.
By the end of this article, you’ll know how to:
Create file folder templates that automatically appear in every new project
Set default Cost Codes, Cost Types, Accounting Items, and G.L. Accounts
Configure settings that help streamline Project Setup
Table of Contents Accessing Project Settings
Accessing Project Settings
To open Project Settings:
Hover over your Company Name in the top-left corner of BuildOps.
Click Project Settings from the dropdown menu.
This page contains all configurable defaults that apply to newly created Projects.
Job Costing
Job Costing controls how costs are tracked and labeled inside your Projects.
Cost Codes
Cost Codes are labels used to categorize costs and revenues associated with a job or Project.
Examples include:
Labor
Material
Equipment
Overhead
Subcontractor
Cost Types
Cost Types are high-level categories that consolidate Job Costing into simplified buckets (e.g., Materials, Subcontractors).
They do not directly affect Projects but are used across BuildOps to help with reporting and cost visibility.
Project File Folders
Project File Folders are templates that automatically generate whenever a new Project is created. Your office can choose which folders appear, who can access them, and how they’re used throughout the Project lifecycle.
What Project File Folders Do
Automatically populate for every new Project.
Create a consistent folder structure.
Save time during Project setup by removing repetitive manual steps.
Global Folder
All Projects include a Global Folder by default.
Not Project-specific
Ideal for documents needed across all Projects
Accessible to all users
Not controlled by Project File Folder settings
Examples: Company insurance certificate, safety documents
How to Add a Project File Folder
Click + ADD PROJECT FILE FOLDER
Enter a File Folder Title
Select one or more access levels from the Access dropdown
Mobile Access – visible to users on the mobile app
Web Access – for lower-security files
Office Use Only – for higher-security files on web
Save the folder settings.
Important Notes
Adding folders in Project Settings will not update existing Projects.
New folders apply only to Projects created afterward.
User visibility depends on role-based permissions; access must be enabled in their role configuration.
Default Accounting Items
Default Accounting Items determine which Product Items populate specific Project billing fields automatically, such as:
Retainage
Change Orders
Schedule of Values (SOV)
How They Work
These items map to G.L. Accounts in your accounting software.
When you sync payments against a Project, revenue connected to Retainage, Change Orders, or SOV is allocated to the G.L. Accounts associated with the items you've selected.
You can choose:
The same default item for all three
Different items for each category
Example:
For Retainage, you may select an item named Retainage or Project Revenue, depending on how your accounting is structured.
FAQ
1. I created Project File Folders but my team can’t see them.
Check the user’s role permissions.
They may not have access to the folder’s security level (Mobile, Web, or Office Use Only). Update their permissions to grant access.