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Once your iTWOcx RIB 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.

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 phasePhase, but once a Project has entered a Live phase Phase the customisable options are reduced.

The table below gives an overview of these restrictions.

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

Project Configuration

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Project 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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Privileges in Live Phases

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Project Details

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Project name, Phone, fax, email, PostCode (Set up only)(Why?)
Project Language and Time Zone (Set up only)
Can add/remove other Project Admins (Set up only)
Can edit Login Administrator (Set up only) (Is this still valid?)
Edit Support details and Help desk Numbers(Set up only)
Enable/disable Spell checking on Drafts (Set up only)
Enable/disable Project wide faxing (Set up only) (Still required?)
Enable/disable Project Wide Email Notification/Document (Set up only)
Attachment Review Approval (Set up only) (What is this?)
Email Importance (Set up only) (Still required?)

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Workflows

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Can Add/edit Workflows

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Lite Project

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Can change Uploader Companies (Authoring)

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Can change Uploader Companies (Authoring)

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Module Configuration

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Edit Access in the Module Matrix (Set up only)
Edit Tender Settings
Edit Module Administrators (All in Set up)
Add/remove Public Files
Edit Login Settings (Set up only)
Edit Transmittal Configuration - revision statuses and allocation (Set up only)
Edit Register Configuration – Folder defaults, Views (Set up only)

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Edit Tender Settings
Add/remove Public Files
Edit Module Administrators (Tenders, Register, Contacts, Postmaster and utilities after set up)

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Correspondence Configuration

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Add/remove letterheads
Set default for Show “All” option in correspondence/document list (Set up only)

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Add/remove letterheads

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Contacts Configuration

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Set Contacts module to only show based on Who to whom (Set up only)
Set Role Description (Set up only)
Set Welcome Email message (Set up only) (Still Required?)

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Register configuration

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Can configure new Folder default permissions (Set up only)
Can Configure Company Latest document Status(Set up only) ((Retired/obsolete?)
Can configure register views per company(Set up only)

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Who to Whom

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Can restrict Contact to Module to Who to whom only (Duplicate of Contact Configuration)(Set up only)
Set Who to whom (Set up only)

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Document Type Configuration

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Can edit document types (Set up only)

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Can edit document types (Must be Doc type admin of that document type and Project Admin)

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COMMON:

Edit the details of Folders in the Document Register
Synchronise a list of configuration options from this template project
Grant access to a range of documents

USER MANAGEMENT:

Change the Author of a range of documents
Rename a CompanyID or userID

FORM MANAGEMENT:

Convert Form Field Into User Field
Convert Document From Standard Template Into User Form
Custom Report - Find all Form Editor Forms without a tbldocxsl record.

MISC:

Import Contract Administration From another project
Import to the Print order
Import files to FileCentre
Report a list of the folders in the projects Document Register
User surveys
Import a Correspondence Register
Import register from another project
Import From Aconex Export
Renumbering doc by using new doc config setting
Batch update document title and folders in document register
Copy Folder and docs
Send An Email to Prj Admins

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COMMON:

Edit the details of Folders in the Document Register
Synchronise a list of configuration options from this template project
Grant access to a range of documents

USER MANAGEMENT:

Change the Author of a range of documents
Rename a CompanyID or userID

FORM MANAGEMENT:

Convert Form Field Into User Field
Convert Document From Standard Template Into User Form
Custom Report - Find all Form Editor Forms without a tbldocxsl record.

MISC:

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
	Create Modules.	YES	NO	NO	NO	NO	NO
	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

Versions Compared

Old Version 2

New Version Current

Key

Project Configuration