Admin>Organization>Settings

Settings:

Recently updated Admin>Organization>Settings has settings by category and allows customers to easily find and enable/disable settings for specific pages. 

1. Assignments
   
   

   • Add Budget Code and Rate

     1. Mostly used for cost projections so select ‘Disabled’ if not using

   • Allow users to override the hourly totals per week

     1. If enabled, users can edit the hours worked per week on the Labor Forecast grid for long term assignments.

     2. Note: If “Allow users to override the hourly totals per week” is enabled and a user overrides the hours in a week, the Assignment % Allocation will update to ‘Custom.’

   • Do not include Job Notes in schedule notification emails

     1. On long-term assignments, users can automatically pull in any notes that are on that Job Detail record into the email. If users don't want those included, set this setting as ‘Enabled.’

   • Do not restrict resources available based on Primary or Additional Categories”

     1. When ‘Disabled’ this means users can assign anybody to a created long-term assignment. 

        1. Example: When users are looking for a Project Manager, they are able to select someone from a list of all employees

   • Notify the user who created the request which resource was assigned when a different user fills the request.

     1. If enabled, when a request is saved with an assigned resource, the creator of the request will receive an email if different from the person doing the assignment.

2. Cost Projections
   
   

   • Allow Labor Forecasting by Budget Group

   • Balance Budgets to Projection Values

   • Budget Corrections must equal 0 to ensure proper Budget Transfers

     1. If enabled, you users will not be able to submit a Cost Projections if their Budget Corrections do not equal 0.

     2. This ensures that budget transfers are more accurate.

   • Current Month/Year[type in]

   • Enable Employee Assignment and Asset forecasts to Auto populate Total Projected

   • Enable for all users with Job Can View Sensitive Permissions

     • If this setting is not enabled, Enable for all users with Job Can View Sensitive permissions, then the following pages will be hidden:

       1. Projections

       2. Change Orders

       3. Contract Items

       4. Budget By Month

       5. Revenue By Month

       6. Budget Variance

   • Enable Projection Department Approval

   • Include NTP in Revenue Export

     1. This will include the NTPs on the Revenue Export file.

   • NTP Revenue Contract Item Pattern[select]

     1. This is where you add the contract item pattern to tell the system this is what should be defaulted for the NTPs.

     2. When adding a new NTP, if the Revenue Item is left blank, the one matching the setting pattern one will be selected after save.

   • Number of future monthly cost projections to show[select]

   • Number of historic monthly cost projections to show[select]

   • Show Assigned Counts on the Labor Forecast and Asset Forecast

   • Show Budget Code Dropdown in Asset Forecasts

   • Show Owned/Rented Dropdown in Asset Forecasts

   • Summary Tab-Projection Category to limit the production numbers by[select]

   • Sync Projection Period End date to Job End Date

     1. When enabled, saving a new Period End Date on a Projection will also update the Job End Date on the associated Jobsite

3. Dispatch Board
   
   

   • Daily Scheduling auto-lock hours after midnight

     1. This drop down allows users to select how many hours after midnight the daily scheduling auto-locks on previous scheduling days. It will default to blank which means 12:00am.

   • Long Term Assignments to use locked Job Dates or Phase Dates

     1. If ‘Disabled,’ when users use the Dispatch Board to make long-term assignments, the software will default to either 1 day, 1 week, 2 weeks, 1 month, or 1 quarter for the assignments, and then the user making that assignment can drag it out longer as desired.

        1. The down-side of doing it this way is that it’s not locked to the Job Start/End dates or the Job Phase Start/End dates. So if those ever change, the assignments would need to be manually adjusted as well.
           
           

4. Forecasts
   
   

   • Allow Labor Forecasts by Jobsite Phase

     1. When a user is forecasting out a short-term labor needed to complete a project, this allows users to link that to a jobsite construction phase for resource planning.

   • Show Notes in Asset Forecasts

   • Show Notes in Labor Forecasts

     1. Enabling this setting gives the users the ability to plug in a note along with a labor forecast as an internal note (the people assigned to the actual forecast will not see the note).

        1. Example: “I need 5 mechanical guys for the next 6 weeks”

   • Show rates on Labor and Asset Forecasts

     1. Enabling this setting gives the users the ability to plug in an estimated rate per hour as the job is forecasted out.

   • Show the General Labor Type option

     1. If enabled, this will show the General Labor Type in the Labor Forecast modal.

     2. The General Labor Type is used to assign anyone to a job. If a user's labor types are more precise then this setting can be Disabled’ otherwise ‘Enabled’ would work best.
        
        

5. Gantt
   
   

   • Group Resources under their assigned phases

     1. The Job Gantt shows all jobs and all the people assigned to those jobs. If this setting is ‘Enabled’ then opening a job with different phases will expand and show the phases as groupings that also expand to see who is assigned to each phase.

     2. If the setting is ‘Disabled’ then only Resources will be listed so users won't have to click into each phase group to see who is assigned to those phases, it all depends on how the users prefer to see the data.

   • Hide Entire Job phase from Gantts

     1. Similar to hiding the General Labor Type option, when using a construction phase called “Entire Job” it allows for an optional additional setting.

     2. Used to see data from different points of view

     3. When enabled, the Entire Job phase will not be visible.

   • Show all resources assigned to a Job on the Job Gantt or Job view on the Dispatch Board

6. General

   • Dispatcher unassigned request reminder email frequency

     1. Turned off by Default

     2. When enabled, users with the Dispatch permission will receive a digest email at 6AM EST losing all active requests that have no assigned resource.

        1. Off: No emails sent

        2. Daily: Email sent every day

        3. Twice Weekly: Email sent every Monday and Thursday 

        4. Weekly (Monday): email sent every Monday

        5. Weekly (Friday): Email sent every Friday

   • Include Job # in Budget Code description

   • Week Beginning Day

     1. Select the day users want the first day of the work week to begin.
        
        

7. Jobs

   • Enable Job specific phases for Tenant Admins, PM users, and those with Edit Job permissions

     1. By default in the system, the admins can set up phases and on each job those phases can be added to the job. This setting allows an additional level where users can have job specific phases per job as description overrides on the main list of phases.

     2. If the user prefers a more standard list of phases, select ‘Disabled.’

8. Work Orders

   • Enable Work Orders

     1. When enabled, Work orders (Hauls, Service, Maintenance, Equipment) are available in the Dispatch Board and Requests grid. 

     2. Disable to keep the interface uncluttered if your team does not use Work Orders.

     3. Disabled by Default