Company Workspace

The Company Workspace node contains the following functional nodes:

• Business Process Setup: Lets you configure how a business process deployed at the Company level will function.
• Business Process Updates: Lets you update Preventive Maintenance (PM) Books for PM functionality at the Company level.
• Planning Manager: Provides sponsoring companies the ability to create, organize, manage, and update all company or project/shell planning initiatives from conception to completion.
• Resource Manager: (Deprecated starting with version 23.10.) Lets you create and manage personnel resources and assign roles to each resource.
  • Roles
  • Resources
• Rules: Lets you create and manage rules that govern transactions on the Company level cost sheet.
• Auto-update Status Setup: Lets you configure automatic updates of project statuses for active projects.