Edit Company (General Tab)
To complete the General tab:
In this field: | Do this: |
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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. (For example, it might be used in uDesigner-created business processes and on logs that identify partner companies.) |
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. |
Test Environment Label Note: This field is only visible when you are viewing a Test Environment. | If this is a Test Environment, use this field to specify a name for the environment, which makes it easier to differentiate between Test, Development, and Production Environments. You can enter an alphanumeric name that is up to 30 characters in length. You can use underscores (_) and hyphens (-). Notes:
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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 Modules Administration Guide. |
Owner | Selecting this option allows a company to sponsor projects or 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 or 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 tool-tips will be seen in format: {Shell Number} - {Shell Name} |
Hide Tabs in Company Dashboard | When selected:
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. 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: Primavera Cloud URL (format: 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
Access Company Details (Edit Company Window)
Edit Company (E-Signatures Tab)
Edit Company (Outgoing E-mails Tab)
Last Published Tuesday, December 12, 2023