Project Settings

To manage a project successfully within Contract, the correct project settings need to be set up before project initiation. project settings are distinct from organization settings, which are defined by the administrative level of your organization. The image below shows you the ways you can access project settings from the Project home landing page.

Some settings defined at the organization level will limit the settings you can define at the project level

The following steps walk you through how to navigate to project settings.

Open Project Settings

  1. From the InEight cloud platform home page, open the Main menu on the upper left side of the page.

  2. Click on the All projects & organizations menu option.

  3. On the Projects tab of the All projects and organizations page, search for the Steel Training Job.

  4. Once found, click on the Project Name link of the Steel Training Job.

    • The Project home landing page opens
    • To access project settings, you can either select Settings under Project on the left menu bar, click on the View project settings tile, or click on the second level menu drop-down list and select Settings
  5. Select Settings from the left navigation menu.

    • The Project settings page opens
  6. Select the Contract icon on the left side of the page. You can use the expansion arrows to see the application names.

Project Settings Header

The project settings for Contract are organized into four tabs:

  • Bid Packages
  • Contracts
  • Workflow Assignments
  • Contract Templates
  • Configurations
  • Contract Custom Labels

Bid Packages Tab

Use Bid Packages?

The first setting under Bid Packages is a toggle switch to control whether Contract will include the Bid Packages functionality or not. Depending on how your organization runs things, you may or may not want to use InEight Contract for managing the bid package part of the process.

If there is already a bid package associated with your contract, you cannot turn off the bid package. If you do, an alert appears to notify you.

Milestones

The second section under Bid Packages is populated by benchmarking milestones. On bid packages, milestones are used to track your dates and deadlines and report on if you are ahead or behind schedule.

Milestones set up by your organization at the Organization level are inherited on the Project settings tab, where you can decide which ones are required to use on bid packages and in what order. However, you are not able to change milestones to not be required if they were set to Required at the Organization level. You can add new milestones at the project level.

You can include or not include milestones by selecting and deselecting the Required Yes/No toggle. You cannot add or delete milestones from the list in Project settings, but milestones can be added in the Organization settings if you have access.

Item number

Term

Definition

1

Selection column Use to select a column for changing the position.

2

Position indicator Notes the position of the milestone.

3

Milestone The name of the milestone.
4 Default toggle Indicates whether the milestone is required by default for your project. Toggles for milestones that are required by the organization are dimmed, and you cannot change them to optional.
5 Remove milestone Use to remove a milestone. After a milestone is removed, it no longer appears in the milestone list on the project bid package Milestone page.
6 Directional arrows Move the selected milestone up or down in order.

The Letter of Intent/Award milestone represents selecting the vendor.

Division of responsibilities (DOR)

The third section of Bid Packages is Division of responsibilities (DOR). These are roles that will be available to assign a person to when creating a bid package.

You can remove a role from being needed on a bid package. The drop-down list for that role then does not appear when creating a new bid package.

If there is already a responsibility associated with a bid package, you cannot turn off the role. If you do, an alert appears to notify you.

Contracts Tab

To access Contract-related settings, select the Contracts tab.

Contract Configurations

The first section under Contracts is Contract configurations, where you can adjust by contract type if overdelivery on line items is allowed and what percentage per line item is allowed.

Overdelivery percentage caps are defined at an organizational level. For example, if the cap is 15%, a project can adjust to anything under 15% but cannot have a percentage anything above 15%.

Line Item Account Settings

The second section under Contracts is Line item account settings, where you can toggle if a contract can be split between multiple WBS codes.

Delivery Address

Below is the Delivery address section of this tab. This may be where your project’s materials will be delivered (either on or off-site), or services will be performed. If your project has multiple job locations, then enter them all. You must indicate which one will be the default location.

You may use your delivery address as your tax jurisdiction for states that have “point of receipt” taxes. After the shipping addresses are entered, the team member with the tax-related information can enter the tax jurisdiction code as needed. The tax jurisdiction code is used to drive how taxes will be calculated for the project.  

Project ERP Attributes

One of the purposes of Contract is to input the necessary information to create a purchase order (PO) in your ERP system. Having a PO is important because without a PO, you cannot pay the vendor. Typically, your ERP system will have certain required attributes to create a PO. Defining these attributes in InEight will automate the filling in of those attribute fields in your ERP system for the project. 

Valuated vs Non-valuated Good receipts

When using an ERP system, this must match your ERP system.

When your Good receipts are Valuated, the costs will calculate for that GR and quantity and value of the goods received displayed in the line item tab > Progress view.

Non-Valuated means that no costs are calculated and only the quantity received will display in the line item view > Progress view.

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Description generated with very high confidence

The table below provides definitions for each of these attributes.

Item number

Term

Definition

1

Company Code

The project legal entity, or the legal name you are doing business under. It is where profit and loss will be reported. The company code will populate from the default of the Organizational settings. 

2

Plant

The project logistical entity and is tied to the company code. Any plant associated to that company code will appear in the drop-down list. Any plant associated to that company code will appear in the drop-down list.

3

Storage Location

A subset of Plant, it is the place where the materials are transferred or delivered. If you are keeping inventory in SAP, it is where your inventory is stored in the system, and where you can track that plan of materials.

Once the plant is identified, enter the correct storage location using the drop-down.

There are some larger jobs which would have more than one storage location. Make sure you list all of them but indicate the default location.

Notifications

The Notifications section of the Contracts tab lets you configure whether notifications for supporting documents expiration is supported at the project level. The project-level setting functions independently of the organization-level setting, so the person who works directly with the vendors gets notification of expiring documents and can renew them on a timely basis. When you enable notifications, the tab shows fields that let you specify the roles or users to receive notifications, the number of days to be notified before document expiration, and the frequency of the reminder. Settings in the document details specify whether the notifications go beyond the expiration date.

Contract Closeout

The final section of the Contracts tab is Contract closeout. This is where you can assign questions to each closeout section. Any questions added here will be automatically applied to all new contracts.

To add a question to a close out step, click on the Questions link under the Questions column.

A slide out panel appears on the right. You will be able to see current questions assigned to that step that can be removed if they have not been used yet. You will also be able to search through current available questions. A question can be added by clicking the plus button to the left of the question.

You can delete a closeout section from project settings if it is not applicable and it is not used in any contract. If the closeout section is used in a contract and the status is Not Applicable, Not started, or Recalled, you can delete the section. You cannot delete contract closeout sections if they are used in a contract and the status is Started or Complete.

Closeout sections and questions are added in the Organizational settings.

Contract Closeout permissions

Users assigned to complete contract closeouts do not have edit contract permissions. These permissions are set at the Organization level and the Administrator should be contacted to set these permissions. These permissions are assigned under Suite administration > Roles and permissions > Contract.

Contract templates tab

The contract templates tab lets you create and maintain contract templates at the project level. You can also set up the recipients for eSignature via DocuSign.

Project and organization templates

The Contract template tab in the project settings has headers for Project level templates and Organization level templates. To create project-level templates, go to the Project level templates tab, and follow the instructions described in the Organization settings topic.

Contract writer templates added at an organization level are available for projects by default and are listed in the Project level tab register. Organization-level templates are marked with Organization level in the Created by column.

To deactivate an organization-level template for a project, use the Project level use column to change the check mark to a minus, and then click Save.

You can copy an organization-level template to the project level, so you can make changes specific to a project without affecting the organization-level template. The new project-level template is version 1. The template details are editable. After the project-level template is published, changes at the organization level do not affect the project-level template.

DocuSign setup

If your project is integrated with DocuSign for eSignatures, you can embed common signees into your project templates. The DocuSign setup tab lats you add the names of up to 10 recipients, along with their companies, titles, and email addresses, that can be used with every contract in the project.

Each DocuSign recipient field in this list has a corresponding template tag. You can add the tag to templates to require the signee's signature. The tags are read when sending the document for signature. The recipients are also available to add to a document when you send the document for eSignature. See "Contract Writer" for information about sending documents for signature. See "Organization settings" for information about using tags in templates.

If you edit the DocuSign setup, the recipients are available for new contracts only. You can override the DocuSign recipients in the DocuSign section of the Contract header details.

DocuSign Advanced Options

Contract supports the use of DocuSign Advanced Options. The DocuSign Advanced Options are configured in DocuSign. These options let you customize the DocuSign experience. Your DocuSign administrator can set up the following options in DocuSign:

  • Branding options let you select a logo and brand colors that were set up by the DocuSign administrator, for the envelope.

  • Reminders options let you specify whether DocuSign sends reminders to signees, when to start sending them, and how often to send them.

  • Expiration options let you set the number of days until the envelope expires and how often to send alerts. After the envelope is expired, recipients can no longer view or sign the documents in the envelope.

  • Comments options let senders and recipients enter comments on documents in the envelope.

  • Recipient privilege lets you give recipients options for how they sign the document, such as signing on paper, assigning delegates, and editing documents.