Project Configuration Business Process
Use the Project Configuration business process to store default values used throughout the project. Settings such as approval thresholds, folders to which business processes publish their documents, and the Specification Section Template are managed here.
Characteristics
This is a Project-level business process without a workflow, provided in the system template.
Record Statuses
| Status | Resulting State |
|---|---|
| Active | non-terminal |
| Inactive | non-terminal |
Updating a Project Configuration Record
Update a Project Configuration record by navigating to Information / General / Project Configuration on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab.
Complete the Project Configuration form and attach related documents, if needed. After updating the form, select Save to update a record and keep it in editable mode, or select Submit if you are finished and ready to commit the record.
Note:
You must enter a value in all required fields (*) before you can save the form.- Go to your Project tab, and switch to User mode.
- In the left Navigator, select Information, and then select General.
- In the General log, open Project Configuration.
- Select Edit. Refer to the tables below to update the form. You can select Save at any time to update a record and keep it in editable mode.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select Submit.
Completing the Project Configuration Form
General Settings
Templates to use in this project. Selecting the Folder Template will update the default publish path for every business process.
| Field Name | Access | Description |
|---|---|---|
| Folder Template | Editable | Specifies the folder template to be used on this project that controls the location of BP-specific files in the Document Manager |
| Area Template | Editable | The area template that contains the physical areas related to a project or building |
| Spec Section Template | Editable | The specification section template used for this project |
| Report Configuration | Editable | The report configuration to use on this project. This specifies the default colors and images that must be used on the custom prints and reports. |
| Program | Editable | Number and name of the Program for a project |
| Form Configuration | Editable | Controls which Dynamic Data Set (DDS) will be used for the forms in this project. The DDSs are used to control the behavior (editable, required, or disabled) on specific fields. |
| Project Time Zone | Editable | Indicate the time zone that should be used for all Custom Prints and Custom Reports. If you want to use the time zone of the user initiating the custom print or report, select the User Time Zone option. |
| Date Format | Editable | This field controls the date format used for all Custom Prints and Custom Reports in this project. (For more information, see "Oracle Format Mask" in the Oracle Analytics Server documentation.) To use the date format of the user initiating the custom print or report, select User. |
Action Items
| Field Name | Access | Description |
|---|---|---|
| Default Action Items Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Action Items form |
Actuals
| Field Name | Access | Description |
|---|---|---|
| Default Actuals Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Actuals form |
| Actuals - Use Acknowledge Step | Editable | If selected, the system routes the Actuals workflow to the acknowledge step, upon approval, instead of sending the workflow to the end step. |
| Actuals L1 Minimum Approval Threshold | Editable | The Actuals minimum dollar threshold for Level 1 approval |
| Actuals L2 Minimum Approval Threshold | Editable | The Actuals minimum dollar threshold for Level 2 approval |
| Actuals L3 Minimum Approval Threshold | Editable | The Actuals minimum dollar threshold for Level 3 approval |
Architect's Supplemental Instructions
| Field Name | Access | Description |
|---|---|---|
| Default Architect Supplemental Instruction Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Architect Supplemental Instruction form |
| ASI Cost Impact Default | Editable | Indicates the default setting for Architect Supplemental Instruction (ASI) cost impact |
| ASI Schedule Impact Default | Editable | Indicates the default setting for ASI schedule impact |
Budget Changes
| Field Name | Access | Description |
|---|---|---|
| Default Budget Change Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Budget Change form |
| Budget Change - Use Acknowledge Step | Editable | If selected, the system routes the Budget Change workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Budget Change: Compare revised budget to thresholds? | Editable | If selected, the revised amount (revised budget + current change) will be compared to the minimum thresholds. If not selected, only the current change will be compared to the minimum thresholds. Ensure that your minimum approval thresholds are updated to reflect any changes to this field. |
| Budget Change L1 Minimum Approval Threshold | Editable | The Budget Change minimum dollar threshold for Level 1 approval |
| Budget Change L2 Minimum Approval Threshold | Editable | The Budget Change minimum dollar threshold for Level 2 approval |
| Budget Change L3 Minimum Approval Threshold | Editable | The Budget Change minimum dollar threshold for Level 3 approval |
Budget Transfers
| Field Name | Access | Description |
|---|---|---|
| Default Budget Transfer Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Budget Transfer form |
| Budget Transfer - Use Acknowledge Step | Editable | If selected, the system routes the Budget Change workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Budget Transfer L1 Minimum Approval Threshold | Editable | The Budget Transfer minimum dollar threshold for Level 1 approval. Note that because the Budget Transfer records always have a net sum of zero, this minimum is the total credit amount from within the record. |
| Budget Transfer L2 Minimum Approval Threshold | Editable | The Budget Transfer minimum dollar threshold for Level 2 approval. Note that because the Budget Transfer records always have a net sum of zero, this minimum is the total credit amount from within the record. |
| Budget Transfer L3 Minimum Approval Threshold | Editable | The Budget Transfer minimum dollar threshold for Level 3 approval. Note that because the Budget Transfer records always have a net sum of zero, this minimum is the total credit amount from within the record. |
Change Directives
| Field Name | Access | Description |
|---|---|---|
| Default Change Directive Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Change Directive form |
| Change Directive - Use Acknowledge Step | Editable | If selected, the system routes the Change Directive workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Change Directive L1 Minimum Approval Threshold | Editable | The Change Directive minimum dollar threshold for Level 1 approval |
| Change Directive L2 Minimum Approval Threshold | Editable | The Change Directive minimum dollar threshold for Level 2 approval |
| Change Directive L3 Minimum Approval Threshold | Editable | The Change Directive minimum dollar threshold for Level 3 approval |
Change Orders
| Field Name | Access | Description |
|---|---|---|
| Default Change Order Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Change Order form. |
| Change Order - Use Acknowledge Step | Editable | If selected, the system routes the Change Order workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Change Order: Compare revised commitment to thresholds? | Editable | If selected, the revised amount (revised commitment + current change) will be compared to the minimum thresholds. If not selected, only the current change will be compared to the minimum thresholds. Ensure that your minimum approval thresholds are updated to reflect any changes to this field. |
| Change Order L1 Minimum Approval Threshold | Editable | The Change Order minimum dollar threshold for Level 1 approval |
| Change Order L2 Minimum Approval Threshold | Editable | The Change Order minimum dollar threshold for Level 2 approval |
| Change Order L3 Minimum Approval Threshold | Editable | The Change Order minimum dollar threshold for Level 3 approval |
Change Requests
| Field Name | Access | Description |
|---|---|---|
| Default Change Request Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Change Request form |
| Change Request - Use Acknowledge Step | Editable | If selected, the system routes the Change Request workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Change Request: Compare potential commitment to thresholds? | Editable | If selected, the revised amount (revised commitment + current change request) will be compared to the minimum thresholds. If not selected, only the current change will be compared to the minimum thresholds. Ensure that your minimum approval thresholds are updated to reflect any changes to this field. |
| Create a Change Order? | Editable | To create a change order automatically, upon approval of this record |
| Change Request L1 Minimum Approval Threshold | Editable | The Change Request minimum dollar threshold for Level 1 approval |
| Change Request L2 Minimum Approval Threshold | Editable | The Change Request minimum dollar threshold for Level 2 approval |
| Change Request L3 Minimum Approval Threshold | Editable | The Change Request minimum dollar threshold for Level 3 approval |
Communications Management
| Field Name | Access | Description |
|---|---|---|
| Default Communications Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Communications form |
Contracts
| Field Name | Access | Description |
|---|---|---|
| Default Contract Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Contract form |
| Contract - Use Acknowledge Step | Editable | If selected, the system routes the Contract workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Create a Notice to Proceed? | Editable | If selected, automatically creates a Notice to Proceed (NTP) upon approval of the Contract. |
| Contract L1 Minimum Approval Threshold | Editable | The Contract minimum dollar threshold for Level 1 approval |
| Contract L2 Minimum Approval Threshold | Editable | The Contract minimum dollar threshold for Level 2 approval |
| Contract L3 Minimum Approval Threshold | Editable | The Contract minimum dollar threshold for Level 3 approval |
| Contract - Default Payment Terms | Editable | The default payment terms (in days) for contracts |
| Default Work Retainage % | Editable | The default percentage retained on work or services delivered from the Schedule of Values (SOV) |
| Default Stored Materials Retainage % | Editable | The default percentage retained on stored materials from the SOV |
Daily Reports
| Field Name | Access | Description |
|---|---|---|
| Default Daily Reports Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Daily Reports form |
Document Approval
| Field Name | Access | Description |
|---|---|---|
| Default Document Approval Publish Path | Editable | Specifies the folder where documents attached to the Document Approval form will be stored in the Document Manager |
Estimates
| Field Name | Access | Description |
|---|---|---|
| Default Estimate Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Estimate form |
| Create an Initial Budget on Approval? | Editable |
If selected, the system automatically creates an initial budget record after the estimated budget is approved. Note: Excluded line items are not included in the initial budget record. |
Field Observations
| Field Name | Access | Description |
|---|---|---|
| Default Field Observation Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Field Observation form |
Forecasts
| Field Name | Access | Description |
|---|---|---|
| Default Forecast Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Forecast form |
| Create a Budget Change on Approval? | Editable |
If selected, the system automatically creates a budget change record after the forecast is approved. Note: The excluded line items are not included in the created budget. |
Fund Appropriations
| Field Name | Access | Description |
|---|---|---|
| Default Fund Appropriations Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Fund Appropriations form |
| Fund Appropriations - Use Acknowledge Step | Editable | If selected, the system routes the Fund Appropriations workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Fund Appropriations L1 Minimum Approval Threshold | Editable | The Fund Appropriations minimum dollar threshold for Level 1 approval |
| Fund Appropriations L2 Minimum Approval Threshold | Editable | The Fund Appropriations minimum dollar threshold for Level 2 approval |
| Fund Appropriations L3 Minimum Approval Threshold | Editable | The Fund Appropriations minimum dollar threshold for Level 3 approval |
Incident Management
| Field Name | Access | Description |
|---|---|---|
| Default Incident Management Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Incident Management form |
Initial Budgets
| Field Name | Access | Description |
|---|---|---|
| Default Initial Budget Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Initial Budget form |
| Initial Budget - Use Acknowledge Step | Editable | If selected, the system routes the Initial Budget workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Initial Budget Required | Editable | To enable validation of the Initial Budget Record when Budget Changes or Budget Transfers are created, select this option. |
| Initial Budget L1 Minimum Approval Threshold | Editable | The Initial Budget minimum dollar threshold for Level 1 approval |
| Initial Budget L2 Minimum Approval Threshold | Editable | The Initial Budget minimum dollar threshold for Level 2 approval |
| Initial Budget L3 Minimum Approval Threshold | Editable | The Initial Budget minimum dollar threshold for Level 3 approval |
Invoices
| Field Name | Access | Description |
|---|---|---|
| Default Invoice Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Invoice form |
| Invoice - Use Acknowledge Step | Editable | If selected, the system routes the Invoice workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Invoice L1 Minimum Approval Threshold | Editable | The Invoice minimum dollar threshold for Level 1 approval |
| Invoice L2 Minimum Approval Threshold | Editable | The Invoice minimum dollar threshold for Level 2 approval |
| Invoice L3 Minimum Approval Threshold | Editable | The Invoice minimum dollar threshold for Level 3 approval |
Issues
| Field Name | Access | Description |
|---|---|---|
| Default Issues Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Issues form. |
Journal Entries
| Field Name | Access | Description |
|---|---|---|
| Default Journal Entry Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Master Areas form |
| Journal Entry - Use Acknowledge Step | Editable | If selected, the system routes the Journal Entry workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Journal Entry L1 Minimum Approval Threshold | Editable | The Journal Entry minimum dollar threshold for Level 1 approval |
| Journal Entry L2 Minimum Approval Threshold | Editable | The Journal Entry minimum dollar threshold for Level 2 approval |
| Journal Entry L3 Minimum Approval Threshold | Editable | The Journal Entry minimum dollar threshold for Level 3 approval |
Lessons Learned
| Field Name | Access | Description |
|---|---|---|
| Default Lessons Learned Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Lessons Learned form |
Meeting Minutes
| Field Name | Access | Description |
|---|---|---|
| Default Meeting Minutes Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Meeting Minutes form |
Miscellaneous Costs
| Field Name | Access | Description |
|---|---|---|
| Default Miscellaneous Cost Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Miscellaneous Cost form |
| Miscellaneous Cost - Use Acknowledge Step | Editable | If selected, the system routes the Miscellaneous Cost workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Miscellaneous Cost L1 Minimum Approval Threshold | Editable | The Miscellaneous Cost minimum dollar threshold for Level 1 approval |
| Miscellaneous Cost L2 Minimum Approval Threshold | Editable | The Miscellaneous Cost minimum dollar threshold for Level 2 approval |
| Miscellaneous Cost L3 Minimum Approval Threshold | Editable | The Miscellaneous Cost minimum dollar threshold for Level 3 approval |
Notices to Proceed
| Field Name | Access | Description |
|---|---|---|
| Default Notice to Proceed Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Notice to Proceed form |
Owner Walk Throughs
| Field Name | Access | Description |
|---|---|---|
| Default Owner Walk Through Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Owner Walk Through form |
Payment Applications
| Field Name | Access | Description |
|---|---|---|
| Default Payment Application Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Payment Application form |
| Payment Application - Use Acknowledge Step | Editable | If selected, the system routes the Payment Application workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Keep Stored Materials | Editable |
If you select Yes, the stored materials will remain in the Materials Presently Stored column until they are moved. If you select No, the stored materials will automatically move to the Work Previously Completed column. |
| Effective Date Calculation Method | Editable | Determines which date will be used to populate the Effective Date field in the line items of a payment. This ultimately determines which period the costs will affect the cash flow. |
| Amount Calculation Method | Editable | Determines which amount (net or gross) will be sent to the cost sheet and cash flow. Net will send the Total Completed and Stored to Date minus retainage (post-retainage). Gross will send the Total Completed and Stored to Date (pre-retainage). |
| Payment Application L1 Minimum Approval Threshold | Editable | The Payment Application minimum dollar threshold for Level 1 approval |
| Payment Application L2 Minimum Approval Threshold | Editable | The Payment Application minimum dollar threshold for Level 2 approval |
| Payment Application L3 Minimum Approval Threshold | Editable | The Payment Application minimum dollar threshold for Level 3 approval |
PO Amendments
| Field Name | Access | Description |
|---|---|---|
| Default PO Amendment Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Purchase Order Amendment |
| PO Amendment - Use Acknowledge Step | Editable | If selected, the system routes the Purchase Order Amendment workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| PO Amendment: Compare revised commitment to thresholds? | Editable |
If selected, the revised amount (revised Purchase Order amount + current change) will be compared to the minimum thresholds. If not selected, only the current change will be compared to the minimum thresholds. Ensure that your minimum approval thresholds are updated to reflect any changes to this field. |
| PO Amendment L1 Minimum Approval Threshold | Editable | The Purchase Order Amendment minimum dollar threshold for Level 1 approval |
| PO Amendment L2 Minimum Approval Threshold | Editable | The Purchase Order Amendment minimum dollar threshold for Level 2 approval |
| PO Amendment L3 Minimum Approval Threshold | Editable | The Purchase Order Amendment minimum dollar threshold for Level 3 approval |
Project Closeout
| Field Name | Access | Description |
|---|---|---|
| Default Closeout Cklist Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Closeout Checklist form |
Project Notes
| Field Name | Access | Description |
|---|---|---|
| Default Project Note Publish Path | Editable | Specifies the folder where documents attached to Project Notes will be stored in the Document Manager |
Project Status
| Field Name | Access | Description |
|---|---|---|
| Default Project Status Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Project Status form |
Project Timesheet
| Field Name | Access | Description |
|---|---|---|
| Default Project Timesheet Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Project Timesheet form |
| Project Timesheet - Use Acknowledge Step | Editable | If selected, the system routes the Project Timesheet workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Project Timesheet L1 Minimum Approval Threshold | Editable | The Project Timesheet minimum dollar threshold for Level 1 approval |
| Project Timesheet L2 Minimum Approval Threshold | Editable | The Project Timesheet minimum dollar threshold for Level 2 approval |
| Project Timesheet L3 Minimum Approval Threshold | Editable | The Project Timesheet minimum dollar threshold for Level 3 approval |
Punch Lists
| Field Name | Access | Description |
|---|---|---|
| Default Punch List Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Punch List form |
Purchase Orders
| Field Name | Access | Description |
|---|---|---|
| Default Purchase Orders Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Purchase Order form |
| Purchase Orders - Use Acknowledge Step | Editable | If selected, the system routes the purchase order workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Purchase Orders L1 Minimum Approval Threshold | Editable | The Purchase Order minimum dollar threshold for Level 1 approval |
| Purchase Orders L2 Minimum Approval Threshold | Editable | The Purchase Order minimum dollar threshold for Level 2 approval |
| Purchase Orders L3 Minimum Approval Threshold | Editable | The Purchase Order minimum dollar threshold for Level 3 approval |
Request for Bid
| Field Name | Access | Description |
|---|---|---|
| Default Request for Bid Publish Path | Editable | Specifies the folder where documents attached to the Request for Bid form will be stored in the Document Manager |
| Override Options Setting | Editable | This field determines whether the bidder is allowed to override the quantity or Unit of Measure. |
| Require Bid Attachments | Editable | To require bidders to add attachments, select this option. |
Requests for Information
| Field Name | Access | Description |
|---|---|---|
| Default Request for Information Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Request for Information (RFI) form |
| RFI Cost Impact Default | Editable | The default setting for the RFI cost impact |
| RFI Schedule Impact Default | Editable | The default setting for the RFI schedule impact |
| Send from A/E Review to | Editable | Determines the final route after the A/E Review based on whether a project coordinator is involved, or final response for an owner to provide final review, or to end step allowing A/E to end and close the RFI. |
| RFI - Use Acknowledge Step | Editable | If selected, the system routes the RFI workflow to the acknowledge step, upon approval, instead of sending the workflow to the end step. This controls whether the RFI creator is sent a task or just CCed at the end of the workflow. |
Risks
| Field Name | Access | Description |
|---|---|---|
| Default Risks Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Risks form |
| Cost Impact Weighting | Editable | The weighting for the cost impact when calculating the risk score |
| Schedule Impact Weighting | Editable | The weighting for the schedule impact when calculating the risk score |
| Scope Impact Weighting | Editable | The weighting for the scope impact when calculating the risk score |
| Reputation Impact Weighting | Editable | The weighting for the reputation impact when calculating the risk score |
| Environmental Impact Weighting | Editable | The weighting for the environmental impact when calculating the risk score |
Submittal and Submittal Packages
| Field Name | Access | Description |
|---|---|---|
| Default Submittals Item Publish Path | Editable | Specifies the folder where documents attached to the Submittal Item form will be stored in the Document Manager |
| Default Submittal Pkg Publish Path | Editable | Specifies the folder where documents attached to the Submittal Package form will be stored in the Document Manager |
| Submittal - Use Final Coordination Review Step | Editable | |
| Initial Submittal Revision Number | Editable | Specifies the initial number used for the Submittal revision counter. You are encouraged to use a value of 0 or 1. |
Warranties
| Field Name | Access | Description |
|---|---|---|
| Default Warranty Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Warranty form |
Work Releases
| Field Name | Access | Description |
|---|---|---|
| Default Work Release Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Work Release form |
| Work Release - Use Acknowledge Step | Editable | If selected, the system routes the Work Release workflow to an acknowledge step, upon approval, instead of sending the workflow directly to the end step. |
| Work Release L1 Minimum Approval Threshold | Editable | The Work Release minimum dollar threshold for Level 1 approval |
| Work Release L2 Minimum Approval Threshold | Editable | The Work Release minimum dollar threshold for Level 2 approval |
| Work Release L3 Minimum Approval Threshold | Editable | The Work Release minimum dollar threshold for Level 3 approval |
Record Information
System information about this record
| Field Name | Access | Description |
|---|---|---|
| Record Number | Read-Only | System-assigned record number |
| Status | Required | Status of the project |
| Project Number | Read-Only | Unique Project Number |
| Project Name | Read-Only | Name of the project |
| Creator | Read-Only | Creator of this record |
| Creation Date | Read-Only | Date that the record was created |
| Record Last Update Date | Read-Only | Date that the record was last updated |