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General Settings Projects Tab
This help topic is currently under development. Please check back soon for the latest updates.
Use this tab to configure general settings related to project based records.
Projects Tab This tab contains general settings that are related to project based records.
Locations Tab
Entities Dropdown Use this dropdown to select a project, a program or "*All*". The settings you define in the table below will be applied to all records at the level you select here.
Group By Bar Use this bar to group the settings table if you wish. To remove grouping, drag the button off the grouping bar.
Save Button Click this button to save the settings in the table.
Settings Table
Setting
Notes
Group: Budgets
Enable funding allocation in Budget
Enable Funding Allocation in Budget Request
Don't exceed Anticipated Budget by total
Don't exceed Anticipated Budget by cost code
Include pending budget records in the Anticipated Cost calculation
Deduct costs from Owner Budget
Enable Multi Project Journal Entries
Enable Multi Project Budget Requests
Sync Owner/Project budget
Group: Change Management
Enable funding allocation in Commitment CO
Enable funding allocation in Change Event
Cost code required in Change Order transactions
Cost code required in Change Event (budget) transactions
Cost code required in Change Event (cost) transactions
Group: Contracts
Enable funding allocation in Commitment
Cost code required in Commitment transactions
Carrying Commitment Line Details when revised
Enable revised units in Contracts
Enable revised units in Commitments
Group: Funding
Don't exceed Funding
Don't exceed Funding Authorizations
Include pending funding records
Include pending funding authorizations records
Group: Invoices
Enable funding allocation in Progress Invoices
Enable funding allocation in Miscellaneous Invoices
Show unit cost average in Requisition subtotals
Show unit cost average in Progress Invoice subtotals
Allow editing previous Progress Invoices
Allow concurrent invoicing in Progress Invoices
Allow editing previous Requisitions
Allow concurrent invoicing in Requisitions
Cost Code required in Miscellaneous Invoice transactions
Group: Portfolio
Allow users to ONLY select Companies associated with the Project
Group: Procurement
Can change settings by bid
Sealed bid
Lock Online Bids after Bids Due
Include Days Column in Online Bids
Include MWDBE % Column in Online Bids
Include Manufacturer Columns in Online Bids
Show Bid Due Countdown Clock
Include Bid Item UDFs in Online Bids
Require Acknowledgements
Lock Quantity in Online Bids
Require Non-Disclosure Agreement
Group: Scheduling
Hide Completed Tasks in Lists
Group Tasks List By
Group: Timesheet
Fill Timesheet Description From Cost Code
