You can explore the Project Rules settings in the Control Panel to specify rules for managing projects.
To access the Project Rules settings, click the following icon.
This will open the following form. You will see two tabs: General and Approved Project.
General Tab
The following are the rules.
Rule | Description |
Create Revisions | Here, you can select any number of project statuses for which you would like a revision to be created when the project status is changed to them. |
Maintain Revisions | This option allows you to choose how many revisions to maintain vs. all revisions.
This can help you save storage space for projects by eliminating any "non-Change Order-related" revisions you may not need to keep. |
Auto Archive | This option allows auto-archiving projects that have not been updated in X months. |
Project Folder Name | This option allows you to use the project number instead of the project name in your local project folder. |
Quantity-Based Projects | This option will default new projects to be Quantity-Based vs. Unit-Based. |
Duplicate Project Numbers | This option allows duplicate project numbers to exist in SI. |
Tasks for Quantity-Based Projects | This option will allow tasks to be created for quantity-based projects. |
Purchase Orders for Quantity-Based Projects | This option will allow purchase orders to be created for quantity-based projects. |
Approved Project Tab
The following are the rules.
Rule | Description |
Convert Items on Approval | This option will automatically convert all items to a quantity of one when a project is approved.
This would apply to all items in the project that are not designated as bulk items. |
Change Item Name for Approved Items | This option allows you to change the names of items in the approved project. |
Change Unit Cost for Approved Items | This option allows you to change the unit cost of items in the approved project. |
Change Order Payment Terms | This option will allow the use of different payment terms for change orders. |