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

All phases between the after Setup Phase and when until your Project is closed is a - Live Phase.

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

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Info

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

Project Configuration 

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

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Item

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Privileges in Set Up

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CONFIG SETTINGPRIVILEGESSETUP PHASELIVE PHASESETUP PHASELIVE PHASESETUP PHASELIVE PHASE
Custom Config & Custom Solutions EnabledCustom Config & Custom Solutions EnabledCustom Config EnabledCustom Config EnabledCustom Config & Custom Solutions DisabledCustom Config & Custom Solutions Disabled
Document CreatorCreate and distribute documents on a schedule you define.YESYESYESYESYESYES
Document TriggersForm 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.YESYESYESYESYESYES
Project Details







Edit
Project Name
project name,
Phone
phone,
Fax
fax,
Address and Postcode Edit project Language and Time Zone 
address and postcode.YESYESYESYESYESYES
Can add / remove
Project Administrators Edit Supported By details and Help Desk numbers
project administrators.YESYESYESYESYESYES
Edit supported by details and help desk numbers.YESYESYESYESYESYES
Add / edit
Contact Name and Email Address
contact name and email address.YESYESYESYESYESYES
Enable / disable spell checking on
drafts 
drafts.YESYESYESYESYESYES
Enable / disable project-wide
faxing 
faxing.YESYESYESYESYESYES
Enable / disable project-wide email notification / document YESYESYESYESYESYES
Attachment review /
approval 
  • Email Importance 
    • Edit Project Name, Phone, Fax, Address and Postcode 
    • Edit project Language and Time Zone 
    • Can add / remove Project Administrators 
    • Edit Supported By details and Help Desk numbers
    • Add / edit Contact Name and Email Address
    • Enable / disable spell checking on drafts 
    • Enable / disable project-wide faxing 
    • Enable / disable project-wide email notification / document 
    • Attachment review / approval 
    • Email Importance 

    Workflows

    • Can add / edit workflows
    • Can add / edit workflows

    Lite Project

    • Can change Uploader   Companies (Authoring)
    • Can change Uploader Companies (Authoring)

    Module Configuration

    • Edit Publication Space settings
    • Edit access in the Module Matrix 
    • Edit Tender Settings
    • Edit Module Administrators 
    • Add / remove Public Files
    • Edit Login settings
    • Edit Publication Space settings
    • Edit access in the Module Matrix 
    • Edit Tender Settings
    • Edit Module Administrators 
    • Add / remove Public Files
    • Edit Login settings

    Correspondence Configuration

    • Add/remove letterheads
    • Set default for Show “All” option in correspondence / document list 
    • Add/remove letterheads
    • Set default for Show “All” option in correspondence / document list

    Contacts Configuration

    • Set Contacts Module to only show based on Who to whom 

    • Set Role Description (Set up only)

    •  Set Contacts Module to only show based on Who to whom 

    Who to Whom

  • Can restrict Contacts Module to reflect the Who to Whom matrix
    • Set  Who
    approval. YESYESYESYESYESYES
    Email importance. YESYESYESYESYESYES
    Pin to PlanAllow pins on plans in publication space.YESYESYESYESYESYES
    Allow pins for specific plans, categorise your plans and add plans.YESYESYESYESYESYES
    UploadersChoose which companies can upload (restricted to 2 users).YESYESYESYESYESYES
    Modules















    Edit publication space settings.

    • Numbering.
    • Fields.
    • Views.
    • Transmittals.
    • Design Issues.
    • Workflows
    • Reports.
    		YESYESYESYESYESYES

    Edit access in the module matrix.

    		YESYESYESYESYESYES
    • Edit folder details.
    		YESYESYESYESYESYES
    • Enable dashboard.
    		YESYESNONONONO
    Edit tender settings.YESYESYESYESYESYES

    Edit module administrators.

    		YES

    SOME

    		YESSOMEYESSOME
    • Budget 
    		YESNOYESNOYESNO
    • Classic Form Editor
    		YESNOYESNOYESNO
    • Config
    		YESNOYESNOYESNO
    • Contacts
    		YESYESYESYESYESNO
    • Correspondence
    		YESNOYESNOYESNO
    • Document Type
    		YESNOYESNOYESNO
    • Postmaster
    		YESYESYESYESYESYES
    • Register
    		YESYESYESYESYESYES
    • Tender
    		YESYESYESYESYESYES
    • Utilities
    		YESYESYESYESYESYES
    • Workflow
    		YESYESYESYESYESYES
    Add / remove public files.YESYESYESYESYESYES
    Edit login details.YESYESYESYESYESNO
    Correspondence

    Add/remove letterheads.

    		YESYESYESYESYESYES

    Set default for show “All” option in correspondence / document list.

    		YESYESYESYESYESNO
    Contacts

    Set contacts module to only show based on Who to whom.

    		YESYESYESYESYESNO
    Add / remove roles.YESYESYESYESYESNO
    Set default options for each role.YESYESYESYESYESYES
    Edit Default NotificationsYESYESYESYESYESYES
    Contracts Admin
    • Enable budget modules.
    • Tax options.
    • Edit claim and variation reasons.
    • Assign CA Admin.
    • Configure payment certificate.
    • Control sheet management.
    • Assign approvers.
    		YESYESYESYESYESYES
    DashboardsView / edit dashboards.YESYESYESYESYESYES
    GroupsAdd / edit groups.YESYESYESYESYESYES
    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.
    		YESYESYESYESYESYES
    TimelinesTrack your project timeline(s) and keep your team up to date. Create, edit, and share timelines.YESYESYESYESYESYES
    Whom Talks to Whom
    • Set  Who to Whom 
    • Can restrict Contacts Module to reflect the Who to Whom matrix
  • Set  Who to Whom 

    • Document Type Configuration

    • Can edit document types
    Can edit document types (Must be Doc Type Admin of that document type and a Project  Admin)
    		YESYESYESYESYESNO
    Document Types
    • Can create document types.
    		YESYESNONONONO
    • Can copy document types.
    		YESYESYESYESYESYES
    • Can edit document types.
    		YESYESYESYESYESYES
    Edit Distribution RulesCan add and edit distribution rules.YESYESYESYESYESYES
    Text NotesCan add and edit text notes.YESYESYESYESYESYES
    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
    		YESYESYESYESYESYES
    Lite Project
    		YESYES