Project Setup Phase and Live Phase Restrictions

Once your RIB CX Project has been created it will go through a life-cycle from Setup Phase to your Project Close Phase.

All phases after Setup Phase until your Project is closed is a - Live Phase.

Depending on what phase your project is in - as a Project Administrator you will have restrictions on what settings you can and cannot change.

Mainly though, you can customise your project during Setup Phase, but once a Project has entered a Live Phase the customisable options are reduced.

The table below gives an overview of these restrictions.

Please note some options require custom configuration / solution being available on your project.

Project Configuration

Project Administrators have the following configuration privileges in Setup and Live phases.

CONFIG SETTING	PRIVILEGES	SETUP PHASE	LIVE PHASE	SETUP PHASE	LIVE PHASE	SETUP PHASE	LIVE PHASE
CONFIG SETTING	PRIVILEGES	Custom Config & Custom Solutions Enabled	Custom Config & Custom Solutions Enabled	Custom Config Enabled	Custom Config Enabled	Custom Config & Custom Solutions Disabled	Custom Config & Custom Solutions Disabled
Document Creator	Create and distribute documents on a schedule you define.	YES	YES	YES	YES	YES	YES
Document Triggers	Form Triggers are on automation tool that connects your forms together. You can connect two or more forms to automate repetitive tasks with just a few clicks.	YES	YES	YES	YES	YES	YES
Project Details	Edit project name, phone, fax, address and postcode.	YES	YES	YES	YES	YES	YES
	Can add / remove project administrators.	YES	YES	YES	YES	YES	YES
	Edit supported by details and help desk numbers.	YES	YES	YES	YES	YES	YES
	Add / edit contact name and email address.	YES	YES	YES	YES	YES	YES
	Enable / disable spell checking on drafts.	YES	YES	YES	YES	YES	YES
	Enable / disable project-wide faxing.	YES	YES	YES	YES	YES	YES
	Enable / disable project-wide email notification / document	YES	YES	YES	YES	YES	YES
	Attachment review / approval.	YES	YES	YES	YES	YES	YES
	Email importance.	YES	YES	YES	YES	YES	YES
Pin to Plan	Allow pins on plans in publication space.	YES	YES	YES	YES	YES	YES
Pin to Plan	Allow pins for specific plans, categorise your plans and add plans.	YES	YES	YES	YES	YES	YES
Uploaders	Choose which companies can upload (restricted to 2 users).	YES	YES	YES	YES	YES	YES
Modules	Edit publication space settings. Numbering. Fields. Views. Transmittals. Design Issues. Workflows Reports.	YES	YES	YES	YES	YES	YES
	Edit access in the module matrix.	YES	YES	YES	YES	YES	YES
	Edit folder details.	YES	YES	YES	YES	YES	YES
	Enable dashboard.	YES	YES	NO	NO	NO	NO
	Edit tender settings.	YES	YES	YES	YES	YES	YES
	Edit module administrators.	YES	SOME	YES	SOME	YES	SOME
	Budget	YES	NO	YES	NO	YES	NO
	Classic Form Editor	YES	NO	YES	NO	YES	NO
	Config	YES	NO	YES	NO	YES	NO
	Contacts	YES	YES	YES	YES	YES	NO
	Correspondence	YES	NO	YES	NO	YES	NO
	Document Type	YES	NO	YES	NO	YES	NO
	Postmaster	YES	YES	YES	YES	YES	YES
	Register	YES	YES	YES	YES	YES	YES
	Tender	YES	YES	YES	YES	YES	YES
	Utilities	YES	YES	YES	YES	YES	YES
	Workflow	YES	YES	YES	YES	YES	YES
	Add / remove public files.	YES	YES	YES	YES	YES	YES
	Edit login details.	YES	YES	YES	YES	YES	NO
Correspondence	Add/remove letterheads.	YES	YES	YES	YES	YES	YES
Correspondence	Set default for show “All” option in correspondence / document list.	YES	YES	YES	YES	YES	NO
Contacts	Set contacts module to only show based on Who to whom.	YES	YES	YES	YES	YES	NO
	Add / remove roles.	YES	YES	YES	YES	YES	NO
	Set default options for each role.	YES	YES	YES	YES	YES	YES
	Edit Default Notifications	YES	YES	YES	YES	YES	YES
Contracts Admin	Enable budget modules. Tax options. Edit claim and variation reasons. Assign CA Admin. Configure payment certificate. Control sheet management. Assign approvers.	YES	YES	YES	YES	YES	YES
Dashboards	View / edit dashboards.	YES	YES	YES	YES	YES	YES
Groups	Add / edit groups.	YES	YES	YES	YES	YES	YES
Saved Searches	View saved searches and edit only saved searches you have admin rights to. Create saved searches for everyone on the project to use.	YES	YES	YES	YES	YES	YES
Timelines	Track your project timeline(s) and keep your team up to date. Create, edit, and share timelines.	YES	YES	YES	YES	YES	YES
Whom Talks to Whom	Set Who to Whom Can restrict Contacts Module to reflect the Who to Whom matrix	YES	YES	YES	YES	YES	NO
Document Types	Can create document types.	YES	YES	NO	NO	NO	NO
	Can copy document types.	YES	YES	YES	YES	YES	YES
	Can edit document types.	YES	YES	YES	YES	YES	YES
Edit Distribution Rules	Can add and edit distribution rules.	YES	YES	YES	YES	YES	YES
Text Notes	Can add and edit text notes.	YES	YES	YES	YES	YES	YES
Utilities	Push Users Push Groups Push Distribution Rules Push Dashboards Push Folders Push Form Configuration to Projects Push Document Triggers Push Saved Searches Push Form Workflows	YES	YES	YES	YES	YES	YES
Lite Project		YES	YES