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 three tabs: General, Multi-User Editing, 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 rule 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 rule allows auto-archiving projects that have not been updated in X months. |
Use project number instead of project name in project folder | This rule allows you to use the project number instead of the project name in your local project folder. |
New projects are quantity-based | This rule will default new projects to be Quantity-Based vs. Unit-Based. |
Allow duplicate project numbers when creating new projects | This rule allows duplicate project numbers to exist in SI. |
Create and update tasks for quantity-based projects | This rule will allow tasks to be created for quantity-based projects. |
Create and update purchase orders for quantity-based projects | This rule will allow purchase orders to be created for quantity-based projects. |
Multi-User Editing Tab
The Allowing multiple SI users to work on a project at the same time rule allows multiple users to make changes to a project.
SI will save all users' changes to the project on the SI Server without the need to use the check-in and check-out mechanism typically used when working on SI projects.
Check out this article for more details.
Approved Project Tab
The following are the rules.
Rule | Description |
When approving projects, convert all items to quantity of 1 | This rule 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. |
Allow changes to item name for approved project items | This rule allows you to change the names of items in the approved project. |
Allow changes to Unit Cost for approved items | This rule allows you to change the unit cost of items in the approved project. |
Change orders have their own payment terms | This rule will allow the use of different payment terms for change orders. |
Lock labor cost for installed items in an approved project | This rule will lock the labor cost of the installed items in an approved project and allow you to update only the labor cost of uninstalled items and items you add on change orders. |