Edit Company (General Tab)

To complete the General tab:

In this field:	Do this:
Name	Enter a company name, up to 64 characters. It can include alphanumeric characters, spaces, and punctuation.
Short Name	Enter a one-word short name, up to 60 characters. The Short Name is a unique, one-word abbreviated form of your company name, and is used throughout the system in place of the company name.
Description	Enter a company description. This is displayed on the Administration (Admin) mode home page. This can be useful for identifying partner companies, such as subcontractors or vendors.
Contact Name	Click Select, and then select a user from the User/Group picker. This name is displayed on the Company Home Page in Administration and User Modes. The list is generated from the list of active users in the Users log (User Administration > Company Users).
DUNS	Enter the nine-digit Dunn & Bradstreet business identification number.
Home Page URL	Enter the URL of your company's web site. This is displayed on the Company Home Page as a hyperlink.
Help URL	Enter an additional URL to point to internal documentation regarding company policies or practices, an intranet site, or other internal information that you choose. This is displayed on the Company Home Page as a hyperlink.
Status (read-only)	Company status is controlled by the Site Administrator.
Image	Similar to the Image field in the Shell properties, this field lets you include a picture that represents the company.
Bid Management Account	Enter the account name of the user who will be managing the bids that your company receives. This is the account that will contain the bidder's preferences you specify when you create the bid management account. For more information, see the Unifier Essentials Modules Administration Guide.
Owner	Selecting this option allows a company to sponsor projects/shells, and is controlled by the Site Administrator. The check box will not be selected if the company is a partner company that is not authorized to sponsor projects/shells.
Maximum Limit for UDR records	The Company Administrator will be able to set the maximum number of records to be retrieved for the company. By default, the maximum number will be set to 1 million. The Company Administrator will have multiple options to choose from and then can set the maximum limit.
Display element for Project/Shell	By default, the "Name" option is selected. Based on the setting in this field, the labels change in the following areas: Top navigation tabs Breadcrumbs The first (top) left menu node (Home node) for the Project/Shell Bookmarks: Add new bookmark (editable label of bookmark) If the user selects the "Name" option to display the Shell name, the default string will appear as "{Shell Name} - {Location}" when adding a new bookmark. If the user selects the "Number" option to display the Shell number, the default string will appear as "{Shell Number} - {Location}" when adding a new bookmark. The tooltips will be seen in format: {Shell Number} - {Shell Name}
Hide Tabs in Company Dashboard	When selected: No tabs will be displayed on the company dashboard and only the company workspace information is displayed. The Summary and other tabs created will be hidden and only the General tab will be visible. There will be no General tab heading, because there is only one (1) tab on the dashboard. The user will only see the General tab along with the logged in user's information. The Edit Dashboard option will be hidden. By default, this option will be deselected. So all users will be able to view and modify the Summary tab of the dashboard, and the Edit Dashboard option is enabled.
Base Currency	The Base Currency is the default currency used by the company. Although it might be set by Oracle when the system is first provisioned, the Base Currency must be selected the first time that the Company Administrator signs in. No other users are allowed to sign in until the Company Administrator sets the Base Currency. Because the type of currency plays a large role in nearly all financial functions, the Base Currency cannot be changed after data has been entered into the system. Note: Whatever is specified for your Base Currency, for example, EUR for Euro, is used as the default setting for this field and remains unchanged whenever a Configuration Package is processed. For more information, see Base Currency Confirmation.
Source for Activity Sheet data	Users who have the edit permissions to company properties should be able to modify or add the P6 and Oracle Primavera Cloud URLs. This block lets you provide a link to a source (for Activity Sheet) application, P6 or Oracle Primavera Cloud: P6 URL (format: `https://site_url/p6/...`) Primavera Cloud URL (format: `https://site_url/web/...`) By default, the URL fields will be empty with a place holder text to show the format. There will be no link shown in a project activity sheet when a user does not enter any URL in company properties.

See Also