Configure your company, users, permissions, master data, and system-wide defaults in Project Commander.
31 articles
Introduction to Settings
An overview of the settings area in Project Commander and how it is organised.
Updated 1 April 2026
Managing Your Company
How to update your company details, address, logo, and report header settings in Project Commander.
Managing Users
How to view company users, invite new users, and assign roles in Project Commander.
Managing Permissions
How to assign entity-level permissions to control what each user can access in Project Commander.
Clients
How to create, edit, import, and archive client records in Project Commander.
Suppliers
How to create, edit, import, and archive supplier records in Project Commander, including material, prelim, and subcontractor supplier types.
Employees
How to create, edit, import, and archive employee records and assign project manager or site manager roles in Project Commander.
Site Addresses
How to create, import, and manage site address records in Project Commander.
Project Types
How to create and manage project type categories used to classify your projects in Project Commander.
VAT Rates
How to create and manage VAT rates in Project Commander, including rates synced from Xero or Sage.
Accounts
How to view accounting accounts synced from Xero, Sage, or QuickBooks in Project Commander.
Payment Terms
How to create and manage sales payment terms in Project Commander.
Regions
How to create and manage geographic regions used to classify projects in Project Commander.
Action Types
How to create and manage action types used to classify issues and actions in Project Commander.
Custom Fields
How to create and configure custom data fields for Work Packages in Project Commander.
System Defaults
How to configure default values for project types, billing methods, VAT rates, retention, MCD, and markup percentages in Project Commander.
System Prefixes
How to configure document number prefixes and starting numbers for projects, Variations, Invoices, and other document types in Project Commander.
System Notes
How to create and manage predefined notes for Variations, Dayworks, Invoices, Purchase Orders, and other document types in Project Commander.
RBAC
How to configure action-level permissions with scope controls in Project Commander using role-based access control.
Connections
How to connect Project Commander to Xero, Sage, and RAM vehicle tracking.
Subcontractor Types
How to create and manage subcontractor type classifications in Project Commander.
Certificates and Cards
How to define the types of certificates and cards you track for subcontractors in Project Commander.
Insurance Policies
How to define the types of insurance policies you track for subcontractors in Project Commander.
Payroll
How to configure payroll calendars, employee hourly rates, and accounting provider mappings in Project Commander.
Work Package Settings
How to configure default working hours, working days, and weekend visibility for Work Packages in Project Commander.
Operatives
How to create and manage operative profiles that link employees to trades, certifications, and availability in Project Commander.
Trades
How to create and manage trade categories for operative profiles in Project Commander.
Skill Levels
How to create and manage skill level rankings for operative profiles in Project Commander.
Certification Types
How to create and manage certification types tracked for operatives in Project Commander.
Asset Categories
How to create and manage asset categories used to classify equipment and assets in Project Commander.
Asset Statuses
How to create and manage asset status labels used to track equipment lifecycle in Project Commander.
