The Capital Project Tracker includes customizable settings that let you tailor the Tracker to fit your organization’s structure and workflows.
- From the upper right corner of your Capital Project Tracker, select the Tracker Settings button.
On the Tracker Settings navigation sidebar, select General Information to edit details about your tracker, including the tracker name, time frame, framework terms, and status terms used by your organization to define your workflow.
Note: Capital Project Tracking has a tiered framework consisting of three levels: Projects, Phases and Action Items.
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