General Settings Projects Tab

 

Enable funding allocation in Budget

If checked, the Funding field in Budgets is editable.

Enable Funding Allocation in Budget Request

If checked, the Funding field in Budget Requests is editable.

Don't exceed Anticipated Budget by total

If checked, records cannot be approved if costs would be greater than the approved project budget.

Don't exceed Anticipated Budget by cost code

If checked, records cannot be approved if costs for any cost code would be greater than the approved project budget for that cost code.

Include pending budget records in the Anticipated Cost calculation

If checked, records that are still eligible to be, but have not yet been, approved, are included when calculating the total project budget and the budget by cost code.

Deduct costs from Owner Budget

If checked, committing Cost Management records will automatically create an offsetting transaction posted to the Owner Budget Worksheet Column in the Cost Ledger for that project and cost code.  This will allow users to track an uncommitted balance against Owner Budget values in Cost Worksheets.

Enable Multi Project Journal Entries

If unchecked, users are required to select a project in the header of Journal Entries, and every line in the details table applies to that project. If checked, users have the option to select "All" in the header and specify a project on each line in the details table.

Enable Multi Project Budget Requests

If unchecked, users are required to select a project in the header of Budget Requests, and every line in the details table applies to that project. If checked, users have the option to select "All" in the header and specify a project on each line in the details table.

Sync Owner/Project budget

If checked, edits to the Project Budget field are automatically mirrored in the Owner Budget field. (Edits to Owner Budget are never mirrored in Project Budget.)

 

Enable funding allocation in Commitment CO

If checked, the Funding field in Commitment COs is editable.

Enable funding allocation in Change Event

If checked, the Funding field in Change Events is editable.

Cost code required in Change Order transactions

If checked, lines in Contract and Commitment Change Orders cannot be saved until a cost code is selected.

Cost code required in Change Event (budget) transactions

If checked, lines in the budget table of Change Events cannot be saved until a cost code is selected.

Cost code required in Change Event (cost) transactions

If checked, lines in the cost table of Change Events cannot be saved until a cost code is selected.

 

Enable funding allocation in Commitment

If checked, the Funding field in Commitments is editable.

Cost code required in Commitment transactions

If checked, lines in Commitments cannot be saved until a cost code is selected.

Default Commitment Line Description and Cost Code

If checked, the Commitment line description and cost code are copied into Change Event and Change Order lines, after a Commitment line is selected.

Enable revised units in Contracts

If checked, users can apply change orders to specific Contract lines.

Enable revised units in Commitments

If checked, users can apply change orders to specific Commitment lines.

 

Don't exceed Funding

If checked, users cannot apply funding in excess of the approved amount.

Don't exceed Funding Authorizations

If checked, users cannot apply funding in excess of the approved authorization amount.

Include pending funding records

If checked, records that are eligible to be, but have not yet been, approved, are included when calculating the approved funding amount.

Include pending funding authorizations records

If checked, records that are eligible to be, but have not yet been, approved, are included when calculating the approved authorization amount.

 

Enable funding allocation in Progress Invoices

If checked, the Funding field in Progress Invoices is editable.

Enable funding allocation in Miscellaneous Invoices

If checked, the Funding field in Miscellaneous Invoices is editable.

Show unit cost average in Requisition subtotals

If checked, a value for the average of the Unit Price field is shown in the subtotal line of the details table in Requisitions.

Show unit cost average in Progress Invoice subtotals

If checked, a value for the average of the Unit Cost field is shown in the subtotal line of the details table in Progress Invoices.

Allow editing previous Progress Invoices

If checked, and if concurrent invoicing is checked (see next setting), users are allowed to edit any pending invoice in the sequence. It is recommended that this setting remain unchecked.

Allow concurrent invoicing in Progress Invoices

If checked, users are allowed to have more than one pending Progress Invoice per Commitment at a given moment. It is recommended that this setting remain unchecked.

Allow editing previous Requisitions

If checked, and if concurrent invoicing is checked (see next setting), users are allowed to edit any pending invoice in the sequence. It is recommended that this setting remain unchecked.

Allow concurrent invoicing in Requisitions

If checked, users are allowed to have more than one pending Requisition per Contract at a given moment. It is recommended that this setting remain unchecked.

Cost Code required in Miscellaneous Invoice transactions

If checked, lines in Miscellaneous Invoices cannot be saved until a cost code is selected.

 

Allow users to ONLY select Companies associated with the Project

If checked, Company and Contact dropdown lists are limited to only those linked to the selected project. See Projects.

 

Can change settings by bid

Procurement records contain a number of settings in their header. If this setting is checked, those settings may be edited in each record. If not, they are locked at the default settings, as chosen in the next several settings.

Sealed bid

If checked, all Procurement records at the selected level are sealed. Once Online Bids have been issued, users cannot access the Procurement until the Bids Due date and time have passed.

Lock Online Bids after Bids Due

If checked, after the Bids Due date and time have passed, bidders can no longer edit their Online Bids.

Include Days Column in Online Bids

If checked, a Days field is shown in every Bid Item line.

Include MWDBE % Column in Online Bids

If checked, a MWDBE % field is shown in every Bid Item line.

Include Manufacturer Columns in Online Bids

If checked, Manufacturer and Mfr. # fields are shown in every Bid Item line.

Show Bid Due Countdown Clock

If checked, a count down clock, displaying the elapsed time until the Bids Due date and time, is shown in the header of the Procurement record and Online Bids.

Include Bid Item UDFs in Online Bids

If checked, user defined fields in Bid Item lines show in both the Procurement record and Online Bids. If unchecked, they only show in the Procurement record.

Require Acknowledgements

If checked, bidders cannot submit an Online Bid until every Acknowledge checkbox on the Submission tab has been checked.

Lock Quantity in Online Bids

If checked, bidders cannot edit the Quantity field in each Bid Item line.

Require Non-Disclosure Agreement

If checked, bidders cannot open an Online Bid until they have seen and agreed to the non-disclosure agreement.

 

Hide Completed Tasks in Lists

If checked, the Task Field dropdown list does not include completed tasks.

Group Tasks List By

The Task Field dropdown list is grouped by the selection here.

 

Fill Timesheet Description From Cost Code

If checked, when using the Add Cost Codes button to add lines to a Timesheet, the description of the cost code is copied into the Description field of the Timesheet line.