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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. 

 

Info
Please note that this page is a working document and may be subject to changes

 

Project Configuration 

...

Note

Please note some options 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

...

Privileges in Set UP

...

Privileges in Live Phases

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Project Details

...

  • 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

...

Can Add/edit Workflows

...

Lite Project

...

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)

...

  • 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 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, phone, fax, address and postcode.YESYESYESYESYESYES
Can add / remove project administrators.YESYESYESYESYESYES
Edit supported by details and help desk numbers.YESYESYESYESYESYES
Add / edit contact name and email address.YESYESYESYESYESYES
Enable / disable spell checking on drafts.YESYESYESYESYESYES
Enable / disable project-wide faxing.YESYESYESYESYESYES
Enable / disable project-wide email notification / document YESYESYESYESYESYES
Attachment review / 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
  • Create Modules.
YESNONONONONO
  • 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
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