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Project Settings

Manage the settings and configurations that allow you to customize an Obi Project to fit your needs

In this Article: 

  • Navigate to the Settings Page 
  • Project Information 
  • Project Setup
  • Workflow Assignments
  • Project Configuration

Navigate to the Settings Page

Open the project you would like to access the Settings and Configuration for. Please note that this functionality is limited to users who have been awarded the "Project Admin" Permission

1. Click on "Project Admin"

Click on "Project Admin"

 

2. Click on "Project Settings"

Click on "Project Settings"

 

3. The Project Settings Page has 4 sections, each containing some settings you can use to customise your project

The Project Settings Page has 4 sections, each containing some settings you can use to customise your project

 

Project Information

1. This section contains some basic identification for your project, such as name and ID.

This section contains some basic identification for your project, such as name and ID.

 

2. Click on "Edit" to access these settings

Click on "Edit" to access these settings

 

3. Here you can see or edit the values which identify your project.

Here you can see or edit the values which identify your project.

 

4. Scroll down to see more values

Scroll down to see more values

 

5. When you are happy with any changes, hit "Save" to close the dialog box.

When you are happy with any changes, hit "Save" to close the dialog box.

 

Project Setup

9. This section contains controls for how your project should behave, eg: Should the project use the "Issue Quality Check" step in IFCOs or not?

This section contains controls for how your project should behave, eg: Should the project use the "Issue Quality Check" step in IFCOs or not?

10. Click on "Edit" to open the section and see the values

Click on "Edit" to open the section and see the values

11. Here you can use the binary controls to change the behavior of the project

Here you can use the binary controls to change the behavior of the project

12. Click on "Save" to apply the controls and close the dialog box

Click on "Save" to apply the controls and close the dialog box

# Workflow Assignment

13. Use this section to define what users are responsible for specific workflows in Obi

Use this section to define what users are responsible for specific workflows in Obi

14. Click on "Edit" to open the dialog and access the values

Click on "Edit" to open the dialog and access the values

15. Choose the users on the project that will fill these roles

Choose the users on the project that will fill these roles

16. When you are happy with your selection, hit "Save" to apply your changes and close the dialog box

When you are happy with your selection, hit "Save" to apply your changes and close the dialog box

# Project Configuration

17. This is where you can update the values used in site management, Disciplines, Work packages etc.

This is where you can update the values used in site management, Disciplines, Work packages etc.

18. Click on "Export" to download all project configurations in excel

Click on "Export" to download all project configurations in excel

19. Click on Edit to access and update the configurations

Click on Edit to access and update the configurations

20. Use the controls to update any of the configurations

Use the controls to update any of the configurations

21. Use the options on the left hand side to quickly scroll to each section

Use the options on the left hand side to quickly scroll to each section

22. To use an excel file to fill in these values, click on "Import Settings"

To use an excel file to fill in these values, click on "Import Settings"

23. You can download a blank excel template here to fill in with the values you want to add

This import is in the exact same format as the "Export" in Step_ .
Tip: You can use the same excel file that has been downloaded from another project to copy settings from one file to another

You can download a blank excel template here to fill in with the values you want to add

24. Click on "IMPORT" to begin reading the file contents into your settings page

Tip: Once the values are imported, you will be able to see them in the dialog, but they are not yet saved. You can review the settings before saving, and if you have made a mistake, you can change it in the dialog, or close the dialog without saving to revert the configuration to the last save.

Click on "IMPORT" to begin reading the file contents into your settings page

25. When you are happy with the settings, click on "Save" to apply changes and close the dialog

When you are happy with the settings, click on "Save" to apply changes and close the dialog

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