Article contents:
- Adding a New Building
- Deleting an Existing Building
- Assigning Buildings to Users
- Assigning User Email Rights for Buildings
Buildings are directly beneath Projects in the rAbstract hierarchy. A Client can have one or multiple Projects, which are displayed in Pane 1 of the Buildings screen. The following read-only information about each Project appears in Pane 1:
- Project Name
- Current status of the Project (Active or Inactive)
- Project Type
- The manager assigned to the Project
- The Project start and completion dates
- The default Clause List for the Project
- The number of active Buildings for the Project
A Project can have one or more Buildings and it is not unusual for a Project to have multiple Buildings.
Only a Project Administrator can add or delete a Building, which is performed in the Pane 2 of the Buildings screen. Each row within Pane 2 reflects a Building belonging to the Project. If a Building row is grayed out, the Project Administrator does not have rights for that Building and therefore cannot access the Building Administration screens (a Project Administrator will not have rights for a particular Building if (i) they did not add the Building record; or (ii) the Building was not assigned to the Project Administrator). If a Project row is not grayed out, the Project Administrator does have rights for that Building and can access the Building Administration screens by clicking on the hyperlink (i.e., underlined Building name) for such Building.
Adding a New Building
Step 1
Select Buildings from the Navigation Tree and click “New Building” in the Pane 2 Toolbar; the following “Building Add/Copy” screen appears:
Step 2
- Enter data into the following fields:
- Building Add Type: Select either “New” or “Copy” from the drop-down list.
- Source Client: If the Building Add Type is “Copy," select the name of the source Client to which the Building to be copied belongs.
- Source Project: If the Building Add Type is “Copy," select the name of the source Project to which the Building to be copied belongs (the Source Project drop down box is populated with Projects belonging to the Source Client per 1(B) above).
- Source Building: If the Building Add Type is “Copy," select the name of the source Building to be copied (the Source Building drop down box is populated with Buildings belonging to the Source Project per 1(C) above).
- Source Clause List: From the drop down box, select the Clause List to be used for the newly added Building. The drop down box is populated with Clause Lists entered within the Clause List section of Client Administration and defaults to the Clause List identified on the “General” screen of Project Administration.
- Building Type: From the drop down box, select the Building Type that best defines the new Building (the drop down box is populated with selections as per the Building Type look-up. If an additional Building Type is needed, one may be added by a Client Administrator).
- Building Name: Enter a name for the new Building record (if the Add Type per 1 above is "Copy," the Building Name field will default to the name of the source Building being copied. Overwrite this name with a unique name for the new Building record).
- Click "Save" to create the Building. A new row appears in the Pane 2 containing the record for the new Building.
Deleting an Existing Building
- In Pane 2, highlight the Building to be deleted (click anywhere on the row with the exception of the Building Name hyperlink) and click “Delete Building.” The following message appears: "Delete selected Building?" Note: The Project Administrator deleting the Building must also have rights to the selected Building. If not, the Building is grayed out and unavailable for selection.
- To proceed with deletion, click “OK.” If not, click “Cancel.” When “OK” is clicked, the Building and all records belonging to such Building within the hierarchy (i.e., Leases, etc.) will be deleted!
Assigning Buildings to Users
From the “Project User Security” screen, multiple Buildings within a Project may be assigned to a user at one time. However, there are times when it may be more expedient to assign multiple users to a single Building (typically when a Building is first added to a Project). This may be accomplished within the “Buildings” section of Project Administration.
- Select Buildings from the Navigation Tree and highlight the Project in Pane 1 and the Building in Pane 2 for which users will be assigned and click “Assign User(s)” in the Pane 2. An “Assign Users” window appears showing “Available Users” on the left and “Assigned Users” on the right.
- Use the arrows to assign/unassign users.
- Click "Save" at the bottom of the “Assign Users” window. The users in the “Assigned Users” box now have rights to the highlighted Building.
Assigning User Email Rights for Buildings
From the “Email Notifications” screen, multiple Buildings within a Project may be assigned to a user to receive critical date emails at one time. However, there are times when it may be more expedient to assign rights for critical date emails for multiple users to a single Building (typically when a Building is first added to a Project). This may be accomplished within the “Buildings” section of Project Administration.
- Select Buildings from the Navigation Tree, highlight the Project in Pane 1 and Building in Pane 2 for which users will be assigned to receive critical date emails and click “Assign Email(s)” in the Pane 2 Toolbar. An “Assign Email Users” window appears showing “Available Email Users” on the left and “Assigned Email Users” on the right (Available Email Users consist of those users with an Email status of “Enabled” per the “Email Notifications” screen).
- Use the arrows to assign/unassign users.
- Click "Save." The users in the “Assigned Users” box now have rights to receive critical date emails for the highlighted Building.
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