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Once your iTWOcx Project has been created it will go through a lifecycle from Setup Phase to your Project Close Phase

All phases between the Setup Phase and when 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. 

 

Project Configuration 

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

Item

Privileges in Set UP

Privileges in Live Phases

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?)
 

Workflows

Can Add/edit Workflows

 Can Add/edit Workflows

Lite Project

Can change Uploader   Companies (Authoring)

Can change Uploader Companies (Authoring)

Module Configuration

  • 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)

 

Correspondence Configuration

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

Add/remove letterheads

 

Contacts Configuration

  • 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?)

 

Register configuration

  • 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)
 

Who to Whom

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

Document Type Configuration

Can edit document types (Set up only)

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

 

 Project utilities 

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
 

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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