/
Project Setup Phase and Live Phase Restrictions

Project Setup Phase and Live Phase Restrictions

Owned by Damith Samarakoon
Last updated: Mar 31, 2025 by Jane PadgettVersion comment
4 min read

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

All phases after Setup Phase 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 Phase, but once a Project has entered a Live Phase the customisable options are reduced.

The table below gives an overview of these restrictions. 

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

Project Configuration 

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

CONFIG SETTING

PRIVILEGES

SETUP PHASE

LIVE PHASE

SETUP PHASE

LIVE PHASE

SETUP PHASE

LIVE PHASE

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

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

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













Related content