Know which settings apply where

Use Project Settings when the choice should affect only the project you currently have open. Examples include its cover image, address, Drawing Areas, Sub Projects, project locations, project cost-code selection, project financial settings, RFI and Submittal defaults, integrations, and visibility.

Use Organization Settings when you are maintaining shared standards such as organization Cost Codes, Cost Types, Equipment, Trades, Bid Tags, email sign-off, organization Financial Settings, or Document Signing Settings.

When you change an organization-wide list, projects do not automatically use every item. For example, use Cost Codes in Organization Settings to maintain the shared catalog, then use Cost Codes in Project Settings to choose how the current project uses those codes.