Project Settings dialog box

Project Settings offer options for you to define general project information for the current project. Use this dialog box to review and edit general project settings, such as the project name and title, names of key participants, job and project numbers, default owners, schedule, cost options and project currency format. Additional project settings options are available for you to specify communication preferences, mark up categories and link attachments and issues to the current project.

Use the following tabs to view or configure general project settings for the current project.

General Tab:

Name

Title

Report & Form Location

Attachment Name

Displays the name of the attachment locations, which is set in the Content Management window in the Contract Management Administration Application.

Details Tab

Job Number

Project Number

Location

Enter the address, or other indicator, of the site where participants will perform work on this project.

Value

Status

Description

Companies Tab:

Group or Project Companies

Click to choose Group or Project to specify which company directory you want to use. When you specify Group, Contract Management uses all companies from the database in this project.

Add Company To Group After Adding To Project

Mark this check box to have new companies automatically added to the group database when you add them to the project.

Update Group When Project Company Edited

Mark this check box to have companies automatically updated in the database when you update them in the project.

Key Parties Tab:

Your Company

The key contact for the project. Contract Management automatically defaults to this company when creating documents. Click

to open the Select Company dialog box to choose the key company. This field is required.

Company Role

Click the down arrow to select the role of this company in carrying out the project from the drop-down list.

Owner

Click

to open the Select Company dialog box to choose the owner of the property being constructed under this contract. Click

to clear the field.

General Contractor

Click

to open the Select Company dialog box to choose the general contractor. Click

to clear the field.

Engineer of Record

Project Manager

Click

to open the Select Contact dialog box to specify the contact and company managing this project. Click

to clear the field.

Submittal Coordinator

Click

to open the Select Contact dialog box to specify the contact and company that is to receive/review submittals for this project.

Estimator

Click

to open the Select Contact dialog box to specify the estimator for this project. Click

to clear the field.

Procurement Manager

Click

to open the Select Contact dialog box to specify the contact managing procurement for this project. Click

to clear the field.

Default Owners Tab:

Use this section to choose the default owners for documents. All owners must be contacts who are already associated with a valid user account.

Use Approval Process

Mark this checkbox to use the Approval Process (available in Contract Management version 12.0 and later) for documents.

Contract Owner

Click

to open the Select Contact dialog box to specify the contract owner for the project. This owner will be used to populate the Document Owner field any time a new contract document is created for the project.

Purchase Order Owner

Click

to open the Select Contact dialog box to specify the purchase owner for the project. This owner will be used to populate the Document Owner field any time a new Purchase Order document s created for the project.

Requisition Owner

Click

to open the Select Contact dialog box to specify the payment requisition owner for the project. This owner will be used to populate the Document Owner field any time a new payment requisition document is created for the project.

Request (RFI) Owner

Click

to open the Select Contact dialog box to specify the request for information owner for the project. This owner will be used to populate the Document Owner field any time a new RFI document is created for the project.

Change Order Owner

Click

to open the Select Contact dialog box to specify the Change Order owner for the project. This owner will be used to populate the Document Owner field any time a new Change Order document is created for the project.

Communication Tab:

Communication preferences determine when Contract Management adds items to the Transmittal Queue dialog box, and whether Contract Management automatically adds dunning letters to the Correspondence Sent log.

Transmittal Preferences

Create Transmittals from Submittal Revisions

Mark this checkbox if you want Contract Management to create a new transmittal queue entry every time you update a submittal revision’s start or forwarded date.

Combine Transmittals to Same Company

Mark this checkbox if you want to combine all the transmittals being sent to the same company into one transmittal.

Create Transmittals from Distribution List

Mark this checkbox if you want to create a new transmittal for every contact in your distribution list.

Print Transmittals During Create

Mark this checkbox if you want to print transmittals automatically as you add them to the Transmittals log from the transmittal queue.

Dunning Letter Preferences

Add Dunning Letters to Sent Log

Mark this checkbox if you want Contract Management to create documents in Correspondence Sent for each dunning letter you print.

Email integration

Enable CC for Outgoing e-mail

Mark this checkbox to enable a project manager to receive a copy of all correspondence sent through Contract Management for a project.

CC: e-mail Address

If you mark the Enable CC for Outgoing e-mail checkbox, enter the email address of the project manager to whom a copy of all email should be sent. The e-mail address must be properly formatted.

Enable Import of Correspondence Received

Mark this checkbox to enable a user to import e-mail into the Correspondence Received Log on demand. This section contains the following fields:

Protocol

Use drop down list next to this field to select the standard e-mail protocol to use when importing e-mail into the Correspondence Received Log. This can be one of the following:

Server Name

This is the name of the server where the e-mail that you want to import into the Correspondence Received Log is stored.

Port Number

This is the port number of the server where the e-mail that you want to import into the Correspondence Received Log is stored. The defaults that will automatically display for each type of Protocol are:

User name

This is the user name used to log on to the server where the e-mail that you want to import into the Correspondence Received Log is stored.

Password

This is the password used to log on to the server where the e-mail that you want to import into the Correspondence Received Log is stored.

button

After you enter all the information to enable import of email into the Correspondence Received Log, click this button to test the configuration. This should log on to the e-mail server where the e-mail you want to import resides.

Currency Tab:

Use this section to configure the currency that is used in this project’s Cost Worksheet.

Project Currency

Note:

Changing the project currency while a project is in process does not convert existing dollar values.

Code

Reporting Currency

The currency used in the multi-project currency. For example, if you have different projects that use different currencies, this feature enables you to convert them all into one unified currency in the multi-project Cost Worksheet report.

Notes:

Code

Calculation

Based on the value in the Rate field, select whether to convert the project currency to the reporting currency, or vice-versa.

Rate

The exchange rate to use between the Project Currency and the Reporting Currency. For example, let’s say you are using the British Pound as the project currency, and the exchange rate between the British Pound and the dollar is 2. However, you may want to create reports in dollars. You would enter 2 in this field to have Contract Management convert the project currency (Pounds) into dollars when you create reports. This is a required field.

Display Worksheet In

Select the units in which to display the values on the cost worksheet only. You can display in standard rate, or in thousands, millions, or billions.

Schedule Tab:

To view and use activity schedule dates from a P6 EPPM project, you must first specify the path and project name using this section. To see the dates that are updated in Contract Management and the corresponding P6 EPPM dates being used for the update, refer to the Contract Management User's Guide.

Note:

The settings for connecting Contract Management to P6 EPPM are entered during the Contract Management installation process. If you need to connect to P6 EPPM after you have already installed Contract Management , use the admincm.cmd command to run the Configuration utility to enter the URL. To run this command, go to the directory where Contract Management is installed, expand the utility directory, expand the CMAdminConfig directory, and then click admincm.cmd. For example, this might be found in: C:\Primavera\ContractManager\utility\CMAdminConfig\.admincm.cmd For more information, see Display Contract Management Portlets in Oracle Primavera P6 Web Access.

Contract Date

The date the contract was signed and/or approved. You can enter a different date, or click

to select one.

Proceed Date

The date work on the project is to begin. You can enter a different date, or click

to select one.

Completion Date

The date by which the project is to finish. You can enter a different date, or click

to select one.

Schedule

Note:

The following fields appear only if you selected Primavera in the Schedule field.

Database

Project

Use Responsibility to Filter Activity Retrieval In Daily Reports

Mark this checkbox to include P6 EPPM activities with early start and/or early finish dates that include the day of the Daily Report, and that are assigned the same Responsibility value as the Contractor field in the Daily Report document window.

Project Start

Data Date

Project Must Finish By

The finish no later than date for the project, if this constraint was imposed on the schedule in P6 EPPM

Early Finish

Contracts/POs Tab:

Create Unique Contract Numbers Per Project

Mark this checkbox to have Contract Management assign a unique number to each contract. Clear the checkbox to have Contract Management use the To and From Companies to determine the next available number in the project.

Create Unique Purchase Order Numbers Per Project

Mark this checkbox to have Contract Management assign a unique number to each Purchase Order. Clear this checkbox to have Contract Management use the To and From Companies to determine the next available number in the project.

Default Invoice Amount to Contract/PO Balance

Mark this checkbox to have Contract Management fill in the invoice Amount column with the total of that contract/PO when an invoice is added and it is the first invoice for the contract/PO. If it is not the first invoice, Contract Management will fill in the Amount with the balance remaining on the contract/PO. If the contract/PO is distributed, Contract Management distributes the invoice using the same cost codes and percentages as the contract/PO.

Procurement Tab:

Set Classification Goals for Project

Mark this checkbox to enable the DBE, MBE, and WBE fields. You can then enter percentage values in each field, which will appear in the Classification Goals section of the Procurement Statistics dialog box. Contract Management then calculates the actual percentage of awards for each category and compares them to the goals entered here.

Cost Options Tab:

Documents must be fully costed section

In this part of the Costs Options section, mark the appropriate checkboxes to specify which of the following documents must be fully costed:

Each one you choose will force users to distribute costs in their respective Line Items sections. Users must distribute the full amount to cost codes for the documents checked. There cannot be a Not Costed amount.

Funding Cost Worksheet Section

In this part of the Costs Options section, mark the Show Funding Cost Worksheet Section checkbox to make the Funding Cost Worksheet visible.

Note:

If checked, you cannot clear the checkbox if the project has any contracts, changes, or trends with a <custom> cost category.

Contract/Purchase Orders

In this part of the Costs Options section, you can choose any or all of the following:

Requisitions Tab:

The combination of entries in these fields determines schedule of value preferences and retainage calculations for all Requisition documents. Requisition options are also available from Contract and Purchase Order document windows so you can modify this information to make it applicable to the individual contract/PO from which you are generating the requisition.

Setting Requisition preferences in this dialog box affects only new contracts and POs. To change requisition preferences on an existing contract or Purchase Order, edit the Cost Options dialog box from the associated Contract or Purchase Order document window.

Schedule of Values

Allow the Value in Completed and Stored to Date (column G) to Exceed the Line Item's Budget in Scheduled Value (Column C)

Mark this checkbox to specify that values can exceed the budget (scheduled value). You should mark this checkbox if you want to collect delivery documents for the requisition schedule of values, since delivery values often cause the sum of column D and column E to exceed the value in column C (Scheduled Value).

When Generating a New Application, Contract Management should do the Following with Values in Materials Presently Stored (Column F)

Leave Them in the Same Column in the New Application

Choose this option to have Contract Management retain costs for materials stored in the Materials Presently Stored, Not in D or E (column F) in the schedule of values when generating a new application.

Move Them to Previous Applications (Column D) in the New Application

Choose this option to move cost data for materials stored to Previous Applications (column D) in the schedule of values when generating a new application.

When Adding New Line Items to the Schedule of Values

Start with this Line Item

Specify the first line item number to use when the schedule of values is created for the requisition by entering a number in this field.

Increment Line Items By

Specify the increment number to use when the schedule of values is created for the requisition by entering a number in this field. You can also change item numbers directly in the schedule of values to resequence line items, and you can reformat line items using different line item types such as headers, subtotals, and blank lines.

Retainage Calculation

Calculate the Retainage Using Summary Percentages

Choose this option to enter summary percentages and have Contract Management calculate retainage. Choose one or both of the following options:

% of Completed Work Until Work is Complete

Mark this checkbox if you prefer to enter a percentage for completed work in the Summary section for the requisition. If you prefer to use retainage amounts or percentages for each line item in column I in the Schedule of Values section for the requisition, mark the Use Line Item Retainage Total checkbox.

You can specify a ceiling on retainage by entering a contract percent complete value in the Until field. You must use this option in conjunction with Use Summary % of Completed Work for Contract Management to apply the calculation. For example, to stop calculating retainage on or after the date the contract is 50% complete, mark the Use Summary % of Completed Work checkbox and enter 50 in the Until field. Note that you will not be able to edit the Total Retainage field in the Summary section of the Requisition document window if you apply this ceiling calculation.

% Of Stored Materials

Mark this checkbox if you prefer to enter a percentage for stored materials in the Summary section for the requisition. If you prefer to use retainage amounts or percentages for each line item in column I in the Schedule of Values section, choose the Enter Retainage on Line Items option and set the retainage rate.

Enter Retainage on Line Items

Choose this option if you prefer to use retainage amounts or percentages for each line item in column I in the Schedule of Values section for the requisition.

On New Line Items, Set the Retainage Rate (Column I) to

If you want to use the same percentage to calculate retainage for most line items, enter the percentage in this field. Contract Management automatically enters this percentage in column I on the Schedule of Values section for the requisition. For example, if you enter 10 percent, Contract Management enters 10 percent in column I for every line item. You can then edit the few items that use a different percentage.

Enter Total Retainage in the Requisition Summary

Choose this option to manually enter the total retainage in the requisition summary.

Tax Calculation

Enter the Tax to Date Amount in the Requisition Summary

Choose this option to enter the total tax dollar amount manually in the Requisition Summary section.

Enter the Tax Rate on Line Items (Column J) and Let Contract Management Calculate the Tax to Date Amount

Choose this option to manually enter the tax percentage for each line item in column J in the Schedule of Values section for the requisition. Contract Management calculates the total tax dollar amount from the percentages you enter.

Change Management Tab:

Change Management is a workflow process that automatically creates the documents necessary to complete a change, links those documents for reporting purposes, and updates the Cost Worksheet at each step in the workflow according to your specifications. The combination of entries in these fields specifies change management preferences for change documents generated through the change management process.

Note:

For the following phases, select Not Applicable if you don’ t want to create a document for that phase.

Budgeted Phase:

Estimated Document

Estimated Cost Type

Select the portion of the Cost Worksheet to which you want to post an estimated value.

Quoted Document

Select the type of document you want to create when you click

in the Budget section of the Change Management document window.

Quoted Cost Type

Select the portion of the Cost Worksheet to which you want to post a quoted value.

Negotiated Document

Select the type of document you want to create when you click

in the Budget section of the Change Management document window.

Negotiated Cost Type

Select the portion of the Cost Worksheet to which you want to post a negotiated value.

Final Document

Select the type of document you want to create when you click

in the Budget section of the Change Management document window.

Final Cost Type

Select the portion of the Cost Worksheet to which you want to post a final value.

Committed Phase:

In this phase, Document types and Cost Types are the same as for the Budgeted phase.

Estimated Document

Select the type of document you want to create when you click

in the Commitments section of the Change Management document window.

Estimated Cost Type

Select the portion of the Cost Worksheet to which you want to post an estimated value.

Quoted Document

Select the type of document you want to create when you click

in the Commitments section of the Change Management document window.

Quoted Cost Type

Select the portion of the Cost Worksheet to which you want to post a quoted value.

Negotiated Document

Select the type of document you want to create when you click

in the Commitments section of the Change Management document window.

Negotiated Cost Type

Select the portion of the Cost Worksheet to which you want to post a negotiated value.

Final Document

Select the type of document you want to create when you click

in the Commitments section of the Change Management document window.

Final Cost Type

Select the portion of the Cost Worksheet to which you want to post a final value.

Checkboxes and Radio Buttons:

Create Transmittals from Estimates

Mark this checkbox to automatically add a transmittal queue entry for each row added for the estimated phase when you click

on the Commitments tab of the Change Management document window, and then choose Estimated on the Add Commitment Row pop up menu.

Add Estimates to Sent Log

Mark this checkbox to automatically add a correspondence sent entry for each row added for the estimated phase when you click

on the Commitments tab of the Change Management document window, and then choose Estimated on the Add Commitment Row pop up menu.

Copy Custom Fields from the Previous Phase When Starting a New Phase

Mark this checkbox to copy custom fields from the previous change management phase to the new phase.

Allow Editing of Previous Phases

Enable Document Creation Outside of Change Management

Mark this checkbox to allow Change Orders and Proposal documents to be created directly in the Change Orders or Proposals modules, without having to go through the Change Management module.

Calculate Net Amount of Previous Changes By:

Use one of the following fields to set how the net amount of change in Change Orders associated with a contract or Purchase Order is calculated:

Change Date

Click Change Date to calculate the net amount of changes based on the date of the Change Order. This will calculate the net amount of all previous changes for all Change Orders that pre-date the current Change Order and that are associated with the same Contract or Purchase Order.

Change Number

Click Change Number to calculate the net amount of previous changes for all Change Orders that precede the current Change Order and that are associated with the same Contract or Purchase Order. For example, if you create a new Change Order that becomes the sixth one listed on the Change Orders log window, the Net Amount of Previous Changes amount in the sixth Change Order will be calculated for all the preceding Change Orders that are associated with the same Contract or Purchase Order.

Markup Tab:

Use this section to create markup categories, such as overhead and profit, to use as the defaults when adding additional values to contracts and POs, Change Orders, and Proposals.

When adding a new contract or Purchase Order, Contract Management allows you to pull the markup defaults set here and store them in the contract/PO. If you link Change Orders or Proposals to the contract/PO, the values entered here will apply to them. Even if you set default values in this section, you can modify the markup values on a per contract/PO basis.

No calculations are performed here. Using markup, you can create markup categories based on a lump sum value, then apply the markup values to cost codes.

Note:

If you do not have permissions to view and apply Markup (set in the User Project Access dialog box), the Markup for Changes option will not be available.

button

Click to open the Markup dialog box to create a new markup category. You can also click the

icon to view an existing markup row.

button

Click to open the Markup dialog box to add a Subtotal row to the change document. Contract Management subtotals the markup values in the document and places them in the Subtotal row.

button

Click to open the Organize Markup Rows dialog box to set the order in which the markup categories are applied to the document.

Description

Markup %

Markup Amount

Note:

Target Cost Code

Remarks

Source Cost Code

A specific source cost code to apply markup to. Contract Management calculates the amount of markup that is applied from of all cost distributions that match the specific cost code.

You can use wildcards in the Source Cost Code field. Use a question mark (?) to replace one letter, or an asterisk (*) to replace multiple letters. For example, if you have cost codes A1B and A2B, and you enter A?B, it will use both cost codes. Similarly, if you use A*, it will find all cost codes that begin with A.

Issues Tab:

Issue Title and Name

Attachments Tab:

Click

to open the Attach URL dialog box to attach a Web address. You can also launch an attached document or URL in its native application or delete an attachment.

Attachment

The name of the attachment associated with this project. Click to open the attachment.

Field	Description
Import Attachments	Mark this checkbox to enable the import of attachments. The contents of this drop-down list are set in the Administration application by clicking the Content Management link. See Configure the Content Management Version Document and Attachment Feature for more information about configuring this feature.
Automate Import	Use the arrows to set the time of day that Contract Management should automatically start the import of Correspondence Received.
Populate To Field	Mark this checkbox to send the Correspondence Received to a specific contact. Click the Select link to select the contact to which the imported Correspondence Received should be sent. Only one contact can be selected. If you click the Select link next to the company name, the field will be populated with the primary contact for that company. To choose contact other than the primary contact, expand the company list, and click the Select link next to the contact name.
Populate From Field	Mark this checkbox to have Contract Management automatically fill in the name of the contact sending the correspondence.

Protocol Selected	Default Port No.
POP3	110
POP3S	995
IMAP	143
IMPAS	993

Project Settings Dialog Box

General Tab:

Name

Title

Report & Form Location

Attachment Name

Details Tab

ID

Job Number

Project Number

Location

Value

Status

Description

Companies Tab:

Group or Project Companies

Add Company To Group After Adding To Project

Update Group When Project Company Edited

Key Parties Tab:

Your Company

Company Role

Owner

General Contractor

Engineer of Record

Project Manager

Submittal Coordinator

Estimator

Procurement Manager

Default Owners Tab:

Use Approval Process

Contract Owner

Purchase Order Owner

Requisition Owner

Request (RFI) Owner

Change Order Owner

Communication Tab:

Transmittal Preferences

Create Transmittals from Submittal Revisions

Combine Transmittals to Same Company

Create Transmittals from Distribution List

Print Transmittals During Create

Dunning Letter Preferences

Add Dunning Letters to Sent Log

Email integration

Enable CC for Outgoing e-mail

CC: e-mail Address

Enable Import of Correspondence Received

Protocol

Server Name

Port Number

User name

Password

button

Currency Tab:

Project Currency

Note:

Code

Reporting Currency

Notes:

Code

Calculation

Rate

Display Worksheet In

Schedule Tab:

Note:

Contract Date

Proceed Date

Completion Date

Schedule

Note:

Database

Project

Use Responsibility to Filter Activity Retrieval In Daily Reports

Project Start

Data Date

Project Must Finish By

Early Finish

Contracts/POs Tab:

Create Unique Contract Numbers Per Project

Create Unique Purchase Order Numbers Per Project