Settings
Preferences for Command Center, Work Queue, Lien Waiver Tracker, Regional Situation Report, and other Project Management tools on this device. Account settings apply wherever you are signed in with Microsoft 365.
Appearance
Page style
Light — white surfaces with dark banner headers.
Default view on Project Detail and Field Mobile Job History. Saved to your account when signed in.
When on, the opportunity Activity rail appears beside the Job Set Up form in PM Variance. Off by default so Materials and other tabs have full width.
Work Queue
Your queue shows items assigned to you plus anything you subscribe to below. Pick a default status filter, then save.
Customer Desk
On the Known Customer page, this is what opens automatically once you pick a customer. Saved to this device. You can still switch actions manually with the tabs, and arriving from the Projects flow always uses New Project.
Lien Waiver Tracker
Default is Open AP in CE (jobs with open AP vendors). Turn this on to limit the list to jobs that already have saved tracker vendor lines.
When on, jobs and vendor lines you hid still appear on the Lien Waiver Tracker (dimmed) so you can Unhide them. Same as the Show hidden control on the tracker. Saved to this device.
Opt-in only. Check this, save, then reopen the tracker to see the process overview once more. It turns off automatically as soon as the splash opens.
Vendor status dropdown
Customize the statuses shown in the tracker's vendor Status dropdown. Changes apply for everyone. A status still used on vendor lines is archived instead of deleted, so history keeps its label.
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Account, display & other defaults
Account
Signed in as
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Project Management role
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Command Center defaults
Applied when you open Command Center without saved filters on this device. Also sets your Work Queue branch subscription (Subscribed view) for mapped territories: Kansas City, Colorado, Florida, Arkansas.
When filtering Command Center by team, count jobs for former members as well as current roster.
Regional Situation Report defaults
Used when opening the report without a segment in the URL.
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