Table of Contents
Set up project management
Rights control
During the User administration Use detailed user rights to control the availability of functions and the visibility of data for the logged in user. The following user rights are available for project management:
| Rights | Administrator | Main user | User |
|---|---|---|---|
| Right group: projects | |||
| Archive and restore entries | X | ||
| Permanently delete archive entries | X | ||
| move projects | X | X | |
| Access to course exchange | X | X | |
| Access LV price adjustment | X | ||
| Access to project reports | X | X | |
| Access projects | X | X | X |
Archive and restore entries
LV, projects, objects and clients recorded in the project management can be entered in the Archive be moved so that they are throughout BUSINESSprogram (except in the archive) are no longer visible and are no longer taken into account in the evaluations and printouts. User with the user right Archive and restore entries can archive entries and restore archived entries from the archive. Only users with the user right can permanently delete archived entries Permanently delete archive entries.
Permanently delete archive entries
Archived entries, including all associated data, can be irrevocably deleted from the database.
move projects
Projects can be moved to another client in the project tree, including all the associated data (LVs, construction sites, proof of quantity, construction site account, documents, price request, etc.).
Access to course exchange
Go to the Course exchange BUSINESS-Users and via the generally applicable formats GAEB, RAW and ÖNORM with all programs that support these formats, LV can be exported and imported. These functions can only be used by users with the user right Access to course exchange be executed.
Access LV price adjustment
With the function LV price adjustment Percentage price changes can be calculated for several LV at the same time, e.g. for annual price increases for maintenance contracts. The new prices are taken over into the unit prices of the items in the LV processing and are available directly for the invoice printing and batch printing of maintenance invoices. With the user right Access LV price adjustment control which users can perform this function.
Access to project reports
The following are available in the project management for evaluating your submitted offers and received orders Project evaluations available: offer overview detail, offer overview totals, offer overview potential and order backlog. These lists can only be used by users with the user right Access to project reports can be displayed and printed.
Access projects
All users with the user right Access projects can open the project management. By default, LV can be viewed and edited by all users with access to this program area. To exclude individual users from this option, the control of the LV access available. User of the user group Administrator are excluded from this access control and can always view and edit all courses.