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  (c) PMWeb, Inc., 2017

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.
 
General Settings Projects Tab
1

Projects Tab

1. Projects Tab
This tab contains general settings that are related to project based records.
2

Locations Tab

2. Locations Tab
General Settings Locations Tab
3

Entities Dropdown

3. 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.
4

Group By Bar

4. Group By Bar
Use this bar to group the settings table if you wish. To remove grouping, drag the button off the grouping bar.
5

Save Button

5. Save Button
Click this button to save the settings in the table.
6

Settings Table

6. Settings Table
 
Setting
Notes

Group: Budgets
 
Enable funding allocation in Budget
If checked, the Funding Field is available to show and use in the Budgets Details Tab Table
Enable Funding Allocation in Budget Request
If checked, the Funding Field is available to show and use in the Budget Requests Details Tab Table
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