Updating Company Settings on the General Tab

To complete the General tab:

On the Company Settings page, click the General tab, and then click Edit.
In the Environment section, use the Name 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:
- The label does not need to be unique across multiple test environments.
- Changes are not reflected until you sign out and sign in again.
- All changes are reflected in the Event Audit Log.
In the Shells section, select the display element, Name or Number.
By default, Name 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 you select Name to display the shell name, the default string appears as "{Shell Name} - {Location}" when adding a new bookmark.

If you select Number option to display the shell number, the default string appears as "{Shell Number} - {Location}" when adding a new bookmark.

The tooltips are displayed as: {Shell Number} - {Shell Name}
In the Dashboard section, select or clear the Hide tabs in Company Dashboard option.
By default, this option is deselected, which means all users are able to view and modify the Summary tab of the project/shell dashboards, and the Edit Dashboard option is enabled.

If you select it:
- No tabs are displayed on the company dashboard and only the Company Workspace information is displayed.
- The Summary tab and other tabs created are hidden and only the General tab is visible. There will be no General tab heading, because there is only one tab on the dashboard. Users only see the General tab along with the logged in user's information.
- The Edit Dashboard option is hidden.
In the Microsoft 365 section, select Enable Integration if you want users to view and update Microsoft Office documents in the Document Manager and business processes (BPs) using Microsoft 365 (Office for the web).
Users can view and modify:
- Excel (XLSX) files
- PowerPoint (PPTX) files
- Word (DOCX) files
Users can only view Comma Separated Values (CSV) files.
In the AI section (Cloud only), indicate whether BP Summarization should be disabled, enabled only for Company Users, or enabled for all users.
In the Bid Management section, 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.
In the User-defined Reports section, Maximum Record Limit field, use the list to set the maximum number of records to be retrieved for the company.
By default, the maximum number is set to 1 million.
In the Emails section, Maximum Attachment Size (in MB) field, specify the maximum file size for each of outgoing email.
For more information, see Outgoing E-mails (More Information).
In the Sheets section, complete the applicable fields.
- Activity Sheets: Enter a link to a source application, P6 or Oracle Primavera Cloud, in the applicable field. By default, the URL fields are empty. If a URL is not provided, the system does not display a link in a project activity sheet.
  - P6 URL: https://site_url/p6/...
  - Primavera Cloud URL: https://site_url/web/...
- Cost Sheets: If you want restricted groups or individual users to be able to view or edit a cost sheet column, select Override column restrictions. By default, this option is deselected.
To save your changes, click Save.

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Outgoing E-mails (More Information)

Last Published Friday, April 11, 2025

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