Project Properties – Workflow
The Workflow section of the Project Properties allows you to configure standardised processes for users to interact with a project’s data. The options within this section allow you to adjust settings relating to the viewing and modifying of information.
To change the information in this section, click the Edit (
) button in the ribbon toolbar.
Project Properties window – Workflow
COST ESTIMATES
|
NAME |
DESCRIPTION |
|---|---|
|
Read-Only Checked Items |
When this option is ticked, the Cost Estimates for any Direct/Overhead Cost Schedule items or Group Resources that have an Item/Resource State of Checked will be set as Read-Only until it is changed to Unfinished. If unticked, the Cost Estimates for Cost Schedule items or Groups Resources can be edited regardless of the Checked state. |
|
Read-Only Finished Items |
When this option is ticked, the Cost Estimates for any Direct/Overhead Cost Schedule items or Group Resources that have an Item/Resource State of Finished will be set as Read-Only until it is changed to Unfinished. If unticked, the Cost Estimates for Cost Schedule items or Groups Resources can be edited regardless of the Finished state. |
Note: Due to the standard workflow of Expert Estimation, these Cost Estimate options are turned on by default.
SUBCONTRACTOR COMPARISON
|
NAME |
DESCRIPTION |
|---|---|
|
Subcontractor Comparison Resource Naming |
This option can be configured to set the name of resources created in Subcontractor Comparisons within the project utilising tokens of Schedule Item data. The available tokens can be found using the help icon next to the field, and are:
Note: The resource name has a limit of 255 characters and should be considered when configuring the resource name. |
|
Preview |
The Preview displays an example of how the resource name output will appear. |
|
Reset to Default Settings |
This will reset the Subcontractor Comparison Resource Naming option to it's default value. |