Managing Head Contractor Segments
Use the Segment feature to efficiently sort, filter, and track projects on the application. Segments reflect how an organisation manages projects.
For example: An organisation may group projects by region or business unit.
Once the segments are enabled, users with Create Projects permissions may assign the project to a segment.
- Enterprise and Local Administrators can view and edit segments without enabling segments.
See the User Roles List for Head Contractors topic for more information on user roles and permissions.
- Segments are also included in the following reports:
- Subcontract Reconciliation Report
- Accounts Payable Report
- Disbursed Report
- Disbursable Report
- Project Listing Report
- Progress Claim Export Report
- Payments Held Report
- Accounts Payable Ageing Report
Note: All Enterprise Administrators, Local Administrators, and Interface Managers can generate reports for any project for an organisation. A user with a role on a project can also generate a report for the project.
See Generate Reports to create reports.
Last Published Wednesday, July 10, 2024