Company Configuration Business Process
Use the Company Configuration business process to configure default values for company-level business processes. Updating default settings will only update new records and will not affect existing records.
Characteristics
This is a Company-level business process without a workflow, provided in the system template.
Record Statuses
Active | non-terminal status |
|---|---|
Inactive | non-terminal status |
Updating a Company Configuration Record
Update a Company Configuration record by navigating to Information / General / Company Configuration on the Company Workspace tab, or from the Tasks log on the Company Workspace or Home tab.
Complete the Company Configuration form and attach related documents, if needed. After updating the form, click Save to update a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to the Company Workspace tab and switch to User mode.
- In the left Navigator, select General.
- In the General log, open Company Configuration.
- Click Edit. Refer to the tables below to update the form. You can click Save at any time to update a record and keep it in editable mode.
- To add attachments, click Attach Files
on the Attachments tab. - After completing the form, click Submit.
Completing the Company Configuration Form
General Settings
Select the templates to use at the company level.
Field Name | Access | Description |
|---|---|---|
Form Configuration | Editable | This field controls which Dynamic Data Set (DDS) will be used for the forms at the company level. The DDSs are used to control the behavior (editable, required, or disabled) on specific fields. |
Master Areas
Field Name | Access | Description |
|---|---|---|
Default Master Areas Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Master Area form |
Actuals Importer
Field Name | Access | Description |
|---|---|---|
Default Actuals Importer Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Actuals Importer form |
Actuals Importer - Use Acknowledge Step | Editable | If selected, the system routes the Actuals Importer workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
Actuals Importer L1 Minimum Approval Threshold | Editable | The Actuals Importer minimum dollar threshold for Level 1 approval |
Actuals Importer L2 Minimum Approval Threshold | Editable | The Actuals Importer minimum dollar threshold for Level 2 approval |
Actuals Importer L3 Minimum Approval Threshold | Editable | The Actuals Importer minimum dollar threshold for Level 3 approval |
Master Service Agreements
Field Name | Access | Description |
|---|---|---|
Default MSA Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Master Service Agreement (MSA) form |
Project Requests
Field Name | Access | Description |
|---|---|---|
Default Project Request Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Project Request form |
Project Administrator | Editable | Default Administrator for new projects created via the Project Request process |
Project Units to Use | Editable | Defines which measure will be used to determine the project units |
Roles
Field Name | Access | Description |
|---|---|---|
Default Role Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Role form |
Specification Section Template
Field Name | Access | Description |
|---|---|---|
Default Spec Section Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Spec Section form |
Standard Issues
Field Name | Access | Description |
|---|---|---|
Default Standard Issues Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Standard Issues form |
Timesheets
Field Name | Access | Description |
|---|---|---|
Default Timesheet Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Timesheet form |
User Requests
Field Name | Access | Description |
|---|---|---|
Default User Request Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the User Request form |
Vendors
Field Name | Access | Description |
|---|---|---|
Default Vendor Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Vendor Publish form |
Vendor a Unifier User by Default? | Required | Indicates whether new Vendors should default to having a Unifier Essentials user associated to them |
Record Information
Field Name | Access | Description |
|---|---|---|
Record Number | Read-Only | System-assigned record number |
Status | Required | Status of the project |
Record Last Update Date | Read-Only | Date that the record was last updated |
Last Published Monday, April 14, 2025