Add/ Edit Projects Page

This page allows administrators to add or make changes to the details of an existing project. Project settings can also be modified from this page.

Fields and Buttons

The fields and buttons located on this page are:

  • Check Spelling: Click to check the spelling of form field entries.
  • Save: Click to save changes.
  • Cancel: Click to discard changes.
  • Project Name: Enter the project name.
  • e-Builder Project Administrator: If the project setting is configured to default to a specific project role, only users in that role display for you to choose from. Otherwise, select a person from the list of account users. See Complete Project Settings for more information.
  • Description: Enter a description of this project. This can be used to give project administrators and members of the project additional information about the project.
  • Project Status: Choose a project status from this drop-down menu. Default statuses are available, but the list of statuses may be customized by account administrators. For more on this setting, see Managing Project Statuses.
  • Project Photo: Click Browse to select a picture of this project.
  • Address: Enter the address of the project site. This information will be available from the Project Details page.
  • City: Enter the city of the project site.
  • State / Province: Enter the state of the project site.
  • Zip / Postal Code: Enter the zip code of the project site.
  • Country: Enter the country of the project site.
  • Start Date: Enter the date that the project will begin.
  • Target Date: Enter the date that the project is scheduled to end.
  • Project Webcam: If available, enter the URL of the webcam at the project site.

Custom Fields Tab

If there are project custom fields available, they display on this tab. Custom fields allow you to group or filter information according to specific business processes in your reports. For more information, see About Global Custom Fields.

Settings Tab

  • Allow User Logins?:

    • Yes - This is the default selection. Select this option to allow users to log in to this project.
    • No - Select this option to restrict users from logging into this project. If a project is still being set up, administrators may choose to temporarily restrict access.

  • Deny Techsupport Access?:

    • Yes - Select this option to disallow Trimble Technical Support from accessing this project. Tech Support access may be necessary for troubleshooting issues users might experience. However, projects that include confidential content may need to be restricted.
    • No - This is the default selection. Select this option to allow Technical Support to access this project whenever necessary. Tech Support might need access to assist users when troubleshooting issues that might arise.
  • Enable Document Control?: Document control makes document custom fields available on a project. Even if document custom fields exist, unless this setting is enabled, users will not be able to complete these fields on a project.

    When the Plan Room is being used with at least one bid package, document control cannot be disabled because document custom fields are required when using the Plan Room.

    • Yes - Select enable document control. Users will be able to complete document custom fields.
    • No - Select to disable document control. Document custom fields will not be visible to users.

  • Equipment Management Tool Integration?

    • Yes - Select to enable equipment management integration on this project. This setting will restrict the Equipment Manager feature so that all updates to the equipment list can only be done outside of Trimble Unity Construct. This feature would be used strictly for budgeting and viewing the equipment list and the status of equipment items. When this setting is enabled, the equipment list cannot be compiled or managed in Trimble Unity Construct, but items can still be tied to the budget.
    • No - This is the default selection. Select to maintain full use of the Equipment Management feature.
  • Plan Room Access: This setting allows you to determine how the plan room will be accessed. For more information, see About the Plan Room.
    • None - This is the default selection. Select to restrict all access to the plan room.
    • Internal Only - Select to limit plan room access only to those users who can access Trimble Unity Construct. If this option is selected, users will only to able to access the plan room through Trimble Unity Construct; a URL will not be generated.
    • Public - Select to automatically generate a URL from which users can access the plan room. After changes are saved, this URL displays in the External Plan Room URL field located on the Project Details page.
    • Shared Password - Select to create a shared password for users to enter when accessing the plan room.
      1. Enter a password in the Shared Password field.
      2. Re-enter this password in the Confirm Password field.
  • Workflow Due Date Offset: Enter the number of days that the workflow forms are due after it has been initiated. For example, if workflow forms should be submitted, within seven days of being received, enter 7 in this field.

This setting allows you to configure calendar settings, which will influence the project calendar and schedule.

  • Work Day Start Time: Enter the time that the work day will begin for this project.
  • Work Day End Time: Enter the time that the work day will end for this project.
  • Work Week: Choose the days of the week that will make up the work week for this project.

This section allows you to determine the days that will be treated as an exception to the general rule, such as holidays that fall on typical working days. From this page you can choose particular dates and mark them as working or non-working days. Identifying these days at the onset of a project helps managers plan more effectively.

  • Date: Enter a date to add as an exception or click the calendar icon to choose one directly from the calendar. In the adjacent box, choose whether this is a working or non-working day.
  • Add: Click to add the entered date exception to the list of calendar exceptions.
  • Delete: Click to delete the selected calendar exception date.