Define Project Access

There is an account setting that will automatically enable the Plan Room on all new projects, but if this setting is not configured, then administrators will have to enable the Plan Room for their individual projects. For more information on this setting, see Plan Room Settings Page Overview - Plan Room Access Default.

To define project access

  1. Click Setup.
  2. In the Administration Tools, expand the Projects link.
  3. Click Mange Projects.

    4. The Project List page is displayed with a list of all projects.

  4. Click the name of the project you want to enable the plan room for.
  5. Click Edit located in the upper-right side of the page.
  6. Click the Settings tab.
  7. In the Enable Document Control field, select the Yes radio button.
  8. In the Plan Room Access field, select an access option from the following:
    • None: This option restricts user access to the Plan Room.
    • Internal: This option limits plan room access only to those users who can access e-Builder. If this option is selected, users will only to able to access the plan room through e-Builder; a URL will not be generated.
    • Public: This option automatically generates 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: This option allows you 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.
  9. Click Save.

*This is procedure 4 of 7 in setting up the plan room. The next procedure is Define Document Relationships.