In Global Options, you can configure the following settings:
Master data libraries
Role Assignment
Project display in primary navigation
Cost item integration behavior
Email preferences
Environment indicator
Session timeout
Landing page default view
Organization/Project images
Product integrations
You can switch the Validate equipment to project currency toggle to ON to validate equipment to project currency. When turned OFF, equipment validation is turned off.
You can switch the Allow users to self-assign roles toggle to ON to let users self-assign their own roles.
You can select to:
Show the project name first which may truncate the Project ID if name are long.
Show the project ID first which may truncate the project name.
Provides flexibility in how to configure Control with and without a direct tie to an ERP system. There is also an option to pass cost items directly from other sources to applications. You can select from the following options:
Control with confirmation — Use this option if you use Control and an ERP. To sync cost items between Control and other applications, you must confirm using the sync options in the Actions menu in Control or set up a sync schedule in Sync Integrations. For more information about sync integrations, see Scheduled Syncs.
Control without confirmation — Use this option if you use Control but not an ERP. Cost items sync automatically between Control and other applications.
Without Control without confirmation — Use this option if you do not use Control. Cost items pass directly from other sources to applications.
When using a direct integration between InEight Control and your ERP, InEight Control will serve as the project controls interface for setting up and maintaining the project budget and cost structure. Every cost item created in InEight Control also needs to exist in your ERP system so actual costs can be recorded correctly. Your ERP system remains the system of record for all cost transactions, making it imperative that it remains in sync with any budget or structure changes. Your organization will need to consider what frequency is best for running each sync.
You can enable the following email options:
Use image in email notifications.
Send email to user when there is a role change
Send email to user where there is an email change.
You can enable indicators and options for header badge display, header badge color, and footer color. You can also select the option to Include environment indicator in email subject line.
You can enable and configure session timeout options.
Select the default landing page view for all users. The default landing page views you can select from are:
Owner
Contractor
Sub-contractor
Vendor
You can enable the Inherit root organization image when creating new projects/sub organizations toggle to inherit the root organization image when creating new projects or sub-organizations.
Enable product settings for all projects created. When a project has a product enabled, the project is available in the selected product.
Additional Information
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