Manage Cross-Project (Subscription) Settings (D)

You must be a Subscription Administrator to be able to access and update the Cross -Project Settings. The Cross-Project Settings in Desktop is similar to the Subscription Settings in Cloud.

The Cross-Projects Settings allows you to:

• Select the security options for user sign-in
• Manage the visibility option for disabled menus
• Set up your time zone
• Manage your Cost Control settings
• Set the GST Rate for claims

Note: Some of these options are also found in Project Settings. It is important to note that Project Settings will override Subscription Settings.

Instructions: 

1) After signing into a project, click on the fourth icon from the left on the top toolbar, then select "Settings" from the dropdown menu, then "Cross-project settings".

2) Under the "General" tab, you can update the followings:

Security

• Multi-Factor Authentication (MFA) - option to switch on or off the MFA to add an extra layer of security. Please note that the MFA verification codes can only be sent to users' email only. Mobile option is not currently available.  
• Disable CivilPro Identity for users with SSO configured – when enabled, user accounts that have SSO registered against them cannot log on using CivilPro Identity. This is useful for reducing the exposure for accounts that may have low quality passwords.
• Prevent users modifying CP Identity Status – CivilPro supports a switch in the user register that disables the CivilPro identity on a per-user basis. This is useful (for example) where you may enforce SSO for your internal resources but allow CivilPro Identity for external collaborators that have limited access to data.
• Allow CivilPro Identity – allow users to log on with a CivilPro registered username and password
• Microsoft Identity – allow users to log on with an Office 365 or Azure AD Identity
• Google Identity – allow users to log on with Google Identity

Disabled registers - Option to hide Disable Menus Options in Project Navigation.  If " Hide" is turned on, users will not be able to see disabled menu options.  

Email size limits - these are set to the default sizes and changing these could impact your email attachments. Please consult our Support team before you made any changes. 

Localization

• Default Project Culture (language) - only English is available, though you can select the preferred version e.g. Australian, American, British, etc.
• Default Project Timezone - update Project Timezone 

Click "OK" to save update.

3) Under the Purchasing tab, you can update the followings:

• Custom PO number string – use this setting to change the format of  purchase order numbers.

By default, CivilPro will create purchase numbers using the Contractor’s Project Number (which you can enter when creating a new project) and an index. Only the first 5 characters of the Project Number are included, along with an index padded to 5 characters. If the project does not have a Contractor's Project Number, only the index is used with a prefix  of “PO “.

The purchase order number can be customized using the following codes:

• #CPN(x)
• #POI(x)

where x is the number of characters to include.

As an example, for contract TMR1, purchase order # 423 would be :

• using the default code for a project for which the contractor project number is set #CPN(5)-#POI(5) => TMR1-00423
• using the default where the contractor project number is not set  PO #POI(5) => PO-00423
• a code such as MYPO #POI(3) => MYPO 423
• GST Rate – this is the standard rate applied to all purchases. It can be changed for individual items if GST (or other taxes) do not apply
• Default Payment Terms – the payment terms included with all purchase orders
• Billing Entity – the organization / person / company to which invoices will be made for goods on purchase orders
• Billing Address – the address for the billing organization
• PO Terms and Conditions – the text in this field is added to the end of every purchase order when printed as a report. This is rich (formatted) text.

Click "OK" to save update.

4) Under both the Daycost/Invoice and Claims tabs, there are instructions on the screen on how to use the options.

Click "OK" to save update.