Specify Project Settings

Contents

To specify preferences about key participants, contacts, transmittals, contracts, purchase orders, schedules, requisitions, Change Management, procurement, currency, markup, and attachments, you must have a project open. Right-click on a project name in the Project View, and choose Project Settings. Settings configured here form the basis for how these areas work as you use them throughout the project in Contract Management. You can set Project Settings for the current project only. See Project Settings Dialog Box for more information.

To specify project settings, fill in information on the tabs below:

On the General tab:

Enter a descriptive title for the project in the Title field. This is a required field.

On the Details tab:

Enter information about the project.

On the Companies tab:

On the Companies tab, you can indicate whether you want to use contacts from the project or from the group contact list, which is a global contact list shared by all projects. To do so, click Switch to choose either Group (database) or Project. You can then choose to do the following:

• To add new companies to the database when you add them to the project, mark the Add Company to Group After Adding To Project option.
• To update companies in the database automatically whenever you update project companies, mark the Update Group When Project Company Edited option.

On the Key Parties tab:

Use this tab to specify a key contact for the project. Contract Management automatically defaults to this company contact when creating documents. Select a key party for the listed roles.

On the Default Owners tab:

Use this tab to set default owners for the following documents, and to choose whether to use the approval process available in Contract Management version 12.0 and later.

1. Mark the Use Approval Process option to use the workflow-based approval process (available in Contract Management version 12.0 and later) for documents. If you choose to use the approval process, you can always disable this feature when creating one of the preceding documents.
2. Select a default owner for each of the documents.

On the Communication tab:

Communication settings determine whether and how transmittals are placed in the transmittal queue. If more than one transmittal exists for any contact in the transmittal queue, you can combine the information from all of them into one transmittal. You can also update the queue for every contact on your submittal or drawing sets distribution list.

Configure the options for your transmittal, dunning letter, and email integration preferences. If you choose to import correspondence received, specify the user name and password used to log on to the server where the email that you want to import into the Correspondence Received Log is stored.

On the Currency tab:

The fields on the Currency tab enable you to set the format used in all currency fields throughout your project. This configures the currency that is used in this project’s Cost Worksheet Log Window. For example, if you want to use the British pound as the currency, select British pound as the currency format for the project. The currency setting applies only to the current project.

Specify the project currency and the currency in which the worksheet will display.

Notes:

• When you select a project currency, the following are automatically selected: project currency code, reporting currency and code, calculation, and rate.
• Changing the project currency while a project is in process does not convert existing dollar values.

On the Schedule tab:

Enter schedule information for the project.

On the Contract/PO tab:

Select options to establish whether the module assigns unique contract or purchase order numbers to each contract in a project. You can also select to distribute the amount of the invoice to the Cost Worksheet using cost codes from the associated contract or purchase order.

On the Procurement tab:

Select Set Classification Goals for Project if you want to include Disadvantage Business Enterprise, Minority Business Enterprise, or Women's Business Enterprise goals for the project. You can then enter percentage values in each field.

On the Cost Options tab:

Use this tab to configure cost options for the project. Configure the options for what you need for this project.

On the Requisitions tab:

The combination of entries in the Requisitions section determines schedule of value preferences and retainage calculations for all Requisition Document Window.

Use this tab to configure requisition settings for the Schedule of Values, retainage calculations, and tax calculations.

On the Change Management tab:

Use this tab to specify Change Management preferences for change documents generated through the Change Management process. Select a Document and Cost Type for each phase of the budgeted and committed phases.

On the Markup tab:

Use this tab to add or edit markup categories that are used as the defaults when adding additional values to contracts and purchase orders, change orders, and proposals.

Note: If you do not have permissions to view and apply markup (set in the User Project Access Dialog Box), the Markup for Changes option will not be available.

• Click Add Markup to create a new markup category for the project.
• Click Add Subtotal to add a Subtotal row to the change document. Contract Management subtotals the markup values in the document and places them in the Subtotal row.
• Click Organize Rows to set the order in which the markup categories are applied to the document.

On the Issues tab:

Us the Issues tab to link an issue to this project.

On the Attachments tab:

Use the Attachments tab to attach a file or URL to the project.

• Click Attach File to attach a file from your machine to this project.
• Click Attach from Repository to copy or link to a document in the configured content repository. This is only available if your administrator set the Contract Management project content management properties to use the Repository.
• Click Attach URL to attach a web address. You can also launch an attached document or URL in its native application or delete an attachment.