Project Details
Check Project Details
You need to be a Project Administrator to change Project Details.
If you have questions please contact RIB CX Support or speak to your Account Manager.
Once your RIB CX Project has been created by the RIB Account Manager you can confirm that the Project Details have been entered correctly by going into.
Configure.
Project Details.
If the details are correct. Click Submit.
If not - speak to your Account Manager or directly change them and click Submit.
Project Name
Check that the Project Name is correct or edit accordingly.
Phone / Fax / Address / Postcode
Enter the primary contact details of the project. These details are displayed with the project details at the top of all forms in RIB CX.
The email address is system generated. You cannot change this. Use this to forward emails from your external email product into your CX project. Refer here for how to set this up.
Version
Cannot be changed.
Language
Select the default language used on this project. All new users created after this change will have this default language. Existing users will need to change their language options under their Contact Details (Click here).
Time Zone
This is the time zone of the project measured in hours offset from Brisbane Australia time.
Template Project
This is the template name that your project was copied from. Only projects created after 19 October 2022 will have this information populated.
Administrator
The Project Administrator(s) are defined here. Project Administrator(s) are the only users that have access to the Configuration Module.
Supported By
Nominate the user(s) to be contacted for primary support and enter the times they are available between.
Help Desk
Specify the default Help Desk telephone number for this Project. The RIB CX Help Desk is the default number set.
Contact Name and Email Address
Customise the contact name and email address that appears at the bottom of a standard RIB CX email notification.
This only applies to the standard (e) notification emails. It does not apply to the Preview Email notifications.
Enable Spell Check, Faxing, Attachments and Set Email Importance
Here you can enable or disable project wide settings, such as:
Spell check on drafts
Faxing
Attachment Review / Approval
Email Sent Importance
Project Level Email Notification
Email Notification "Send Emails (e)"
Unticked: Disables and unticks the "Email" column in user notification settings. Users will no longer receive Email (e) notifications.
Ticked: Enables the "Email" column, allowing users to configure individual Email (e) notification preferences.
Email notifications adjust dynamically depending on the user type (e.g. registered, restricted, external, bidder) and the project’s email preview configuration settings. This ensures that users only see relevant options such as Respond or Open in RIB CX, improving security and reducing confusion.
Scenario | What’s Shown in Email |
|---|---|
Registered project user = Yes “Preview Email” and “Display Comments/Buttons” are OFF | Only “Open in RIB CX” button is shown (requires login). No “Respond” link shown.
|
Scenario | What’s Shown in Email |
|---|---|
Registered project user = Yes Project settings “Preview Email” and “Display Comments/Buttons” are ON | Both “Respond” link and “Open in RIB CX” button are shown. |
Restricted user, external user, or bidder | Always see big E-style preview email with “Respond” link only (no login required). |
Notes for Admins
No changes are required by end users—behaviour adjusts automatically based on project setup.
Avoids exposing Respond links to users who require login
Aligns with security expectations, particularly in defence projects
Send Preview Emails (E)
Unticked: Disables and unticks the "Preview Email" column. Users will not receive preview (E) emails.
Ticked: Enables the "Preview Email" column, allowing users to configure settings for preview emails (E).
Display Comments, Updates and Action Buttons
Default Setting: Ticked by default.
If "Send Emails (e)" and "Send Preview Emails (E)" are both unticked, this option will also be unticked and disabled.
When Unticked: Emails will exclude:
Comments
Updates
Status Action Buttons
Force Login for Email Action Links
When Setting is OFF (Default Behaviour)
Action links carry the original recipient’s session.
Clicking auto-logs the recipient in and completes the action.
If the email is forwarded, actions are logged under the original recipient’s name — even if someone else did it.
When Setting is ON
Action links do not auto-log in.
If the clicker isn’t logged in, they’ll be prompted to log in before acting.
After login, they must click the button again (Respond, Approve, etc.)
Audit logs record the actual logged-in user.
Links behave based on current login session i.e. if you're logged in, the link works without interruption.
Applies to all action types i.e. Respond, Review, Open in RIB CX, and other buttons in system emails.
Forced Preview Notifications by Triggers
Refer here for more information regarding how to force a preview email notification by a trigger.
Weekdays and Weekends
Configure at a project level working days within a week.
You can to define the work start and end date by picking a week start day and week end day.
The days outside of this will be considered the weekend.
These weekend days are what will be considered in the due date configuration for the weekend.
For eg
Mon-Fri, means Sat-Sun are weekend
Mon-Sat, means Sun is the only weekend
Sun-Thu, means the weekend is Fri-Sat and so on
View History of Project Detail Changes
Changes made on the project details page are captured in the history log.
- 1 Check Project Details
- 2 Project Name
- 3 Phone / Fax / Address / Postcode
- 4 Version
- 5 Language
- 6 Time Zone
- 7 Template Project
- 8 Administrator
- 9 Supported By
- 10 Help Desk
- 11 Contact Name and Email Address
- 12 Enable Spell Check, Faxing, Attachments and Set Email Importance
- 13 Project Level Email Notification
- 14 Forced Preview Notifications by Triggers
- 15 Weekdays and Weekends
- 16 View History of Project Detail Changes