Enterprise Settings

How to customize the settings of your enterprise.

Overview

The Enterprise Settings interface is exclusively available to users with Enterprise Administrator rights. It allows administrators to configure system-wide settings for all users in the organization. Key functionalities include managing user rights, customizing workflows, and setting global preferences.

Enterprise Settings Overview

Key Features

1. User Rights Management

Manage all users in the network, including their roles, access levels, and email addresses. Features include:

  • Add, Edit, or Delete Users
  • Assign Administrator or Regular User Roles
  • Reorder Users (Move Up/Down)
  • Print User Lists

2. Jobs & Projects Configuration

Customize settings for job and project workflows. Key options include:

  • Setting Default Job and Project Parameters
  • Enabling Customer/Supplier Sourcing Rules
  • Defining New Project Defaults

3. Lists & Labels Customization

Define custom option lists and field labels to align with your organization's terminology. This includes:

  • Creating Custom Lists
  • Renaming Field Labels for clarity

4. Default Messages & Terms

Standardize communication by setting default messages and terms for various interactions:

  • Email Templates (e.g., RFQs, Job Awards)
  • Purchase Orders (Advisory Notes and Terms)
  • Proposals and Invoices (Introductory Notes and Conditions)

5. File Management & Locks

Control and monitor access to files in use across the system. Features include:

  • Viewing File Locks
  • Safely removing unnecessary locks

Menus in the Enterprise Settings

Enterprise Menu

Enterprise Menu
- **Transfer Data Files**: Migrate data files securely between systems.

Configure Menu

Configure Menu
- **Job Costing Settings**: Define and manage cost categories. - **Automatic Numbering**: Set numbering rules for jobs and projects. - **Logo Images**: Upload custom logos for reports and communications. - **Update Supplier Statistics**: Refresh performance data for suppliers.

Help Menu

Help Menu
- Access **Help Documentation** - View **Start-Up Tips** - Contact **P3Support**

Summary

The Enterprise Settings interface provides comprehensive tools for configuring and customizing P3Source to meet your organization's needs. From managing users to defining system-wide defaults, it ensures streamlined operations and consistent workflows across the enterprise.