General
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The Main page of Workspace Properties displays the attributes of a workspace, which includes a general overview of the company, the workspace classifications, dates, and the document's information. These attributes are used to identify and define your workspace. The workspace properties document needs to be in edit mode before you can modify the fields.
Important: The
workspace attributes described below are the default attributes available
for all workspaces and they may not be displayed in your workspace. Each company
has the ability to modify and customize these attributes in Proliance
for their specific needs. If you encounter an attribute in Proliance that
is not defined in this help topic, contact your Administrator to obtain
the correct definition.
The information is grouped under the following sections:
Optionally type additional information about the workspace address. For
example, "Western Region Headquarters". The actual mailing address
is entered under Workspace Address,
however you can enter it here if you wish to use an informal format. Select the check box to enable the Budget/Cost Management (BCM) module
in Proliance. You can still selectively disable BCM for individual documents.
Clear the check box to not use the BCM features. You will not be able
to enable BCM for individual documents in this case. For more information,
see "Enabling/Disabling
BCM Integration".Select Yes to indicate that
a Contractor Controlled Insurance Portfolio is active. Otherwise, click
No.
Type a brief description of the workspace.
From the Workspaces work area, click the Magnifying Glass drop-down list. 
to
select the name of the client company.
Note: You cannot select a Client Company from the Organization work area.
The company that you wish to select as the client company is not listed
in the dialog box if:
When first creating the workspace, select the check box to copy all document and service data from the Workspace Reference to the new workspace. If you leave this blank, the new workspace will contain no data.
Your selection cannot be changed once the workspace leaves the Draft workflow state.
See "Copying Workspace Data" for more information on this.
Note:
|
The current state of the document. For more information on the states
your workspace can have, see "Workspace
Properties Workflow States".
Select Yes to indicate that
the area on which the workspace is located uses the Daylight Saving Time.
Otherwise, select No.
Type the name that is used to distinguish this workspace from the other
workspaces on the list. This name provides organizations with the ability
to shorten the name for display and reporting purposes.
Type the fax numbers for the workspace.
Select the check box to indicate that the workspace is a template workspace.
This field is only used when creating template workspaces. Your selection
cannot be changed once the workspace leaves the Draft
workflow state.Click the Magnifying Glass drop-down list. to select the name of the company
that is managing the workspace. Typically, the managing company
is the name of your company. If you hired a consulting company to manage
this workspace, enter its name here.
Note: You cannot
select a Company from the Organization or Portfolios work area.
The company that you wish to select as the managing company is not listed
in the dialog box if:
Type a string of characters that uniquely identifies this workspace, or
leave it blank if Proliance is configured to supply one. You can configure
the format of this number by using Proliance
Local Admin. For details, refer to "Editing the Number Format"
in the Proliance Local Admin on-line help.
Enter the URL that points to the workspace's logo. The logo may be either
in a JPG or GIF format. By default, the logo defined in your organization
is automatically entered here. If you select a different one for this
workspace, it does not remove your organization's logo. Instead, both logos
will be used.Type the maximum contract value that can be awarded without a bond.Select Yes to indicate an Owner
Controlled Insurance Portfolio is active.Type the primary phone number of the workspace.
Click the Magnifying Glass drop-down list. to select the plan
package used to create the management
plans for this workspace. Only template groups that have been imported
from the organization into the workspace can be specified here. Important: Click the Magnifying Glass drop-down list to open the Portfolios dialog
box and select the name of the live portfolio to which you want to add the
workspace. The dialog box contains both live and template portfolios in the
Active workflow state, but by
default is filtered to display only Live
Portfolios.
Only Portfolios with the same type as the Workspace you are creating will be displayed in this dialog.
Your selection cannot be changed once the workspace leaves the Draft workflow state.
Important: Ensure that you select a live portfolio, as opposed to a template portfolio. Proliance automatically flags any workspace created within a template portfolio as a template workspace. For more information, see "Creating a Template Workspace".
Type the account name of the workspace. This name is used by integration accounts to access specific workspaces in Proliance. The account name cannot have any special characters, and any spaces you enter will be automatically truncated. Enter the address where the workspace is located:
Type the street address. The lines can contain the street address, P.O.
Box number, or mail drop number.
Type the workspace's city or town.
Type the workspace's state or province.
Type the workspace's state or province.
Type the workspace's country.
Type the workspace's zip or postal code.
Enter additional workspace numbers or codes assigned by the owner of the
workspace. The codes or numbers are used to sort or filter workspaces on a
list. You can create up to five alternate workspace numbers.Type the approximate value of the workspace. A range for example, 23 million
to 30 million or a precise value for example, $45,000,000 can be entered
as a value.The selected currency for the workspace.
Most documents within the workspace use this currency to format currency values, with the exception of Contracts, Change Orders and Invoices, which can use the contract-defined currency.To modify the Workspace currency, please refer to the Changing
Workspace Currency topic for instruction on how to achieve this.
Type the workspace's complete name. This is usually the official or legal
name of the workspace.
Click the Magnifying Glass drop-down list to open the Workspace
Reference dialog box and select the name of another workspace on which
to base the current workspace. Your selection cannot be changed once the
workspace leaves the Draft workflow
state.
The workspaces available in the dialog box depend on your selection for the workspacePortfolio.
By default, the Workspace Reference dialog box is filtered to display only Template Workspaces.
For more information on referencing workspaces, see "Creating a New Workspace" or "Creating a New Template Workspace".
Select from the drop-down list the time zone where the workspace is located.
Select Yes to indicate that
whenever someone approves
a contract, Proliance automatically allows invoicing against it. Otherwise,
click No. You can also set this
option for an individual contract on its Settings page.Select the type of Workspace you wish to create. Select the term used to refer to the current workspace in the Workspace Type column of the Workspaces register. This column is included in the Standard and Basic register views. By default the Workspace Type field is hidden and is set to Project.
The Metrics section contains attributes that can be tracked for each workspace. You can use these metrics in roll-up calculations in Cognos reports. You can customize these attributes using the Proliance Local Admin application.
Select S for south or N for north in the drop down box, and then enter a value between 0 and 90.
Select W for west or E for east in the drop down box, and then enter a value between 0 and 180.
Enter an elevation in decimal format within a range of 0 and 1000000.
Enter a numeric value for each field.
Select Yes or No for each field.
Enter text up to a maximum of 236 characters.
Enter text up to a maximum of 1026 characters.
Enter a date for each field.
The Book Type settings apply only if BCM Integration Enabled (under the General section) has been selected. For more information, see "Enabling/Disabling BCM Integration".
While in the Draft workflow state, the fields in this section are hidden when the Copy Workspace Data check box is selected.
This section is only relevant to Plan-Build workspaces.
Select from the drop-down list the default book
type for the workspace's allocations, contracts and related documents,
and cost event line items. This default is overridden if there is a default
book type defined on the document
subtype.
Select the checkbox if the "Open " book type is active in
the workspace and can be selected on applicable documents.
Select the checkbox if the "Closed" book type is active in
the workspace and can be selected on applicable documents.
Select the checkbox if the "Internal" book type is active
in the workspace and can be selected on applicable documents.
Select the checkbox if the "Managed" book type is active in
the workspace and can be selected on applicable documents.
Enter your workspace's classification so that you may use the search and filtering tools in Proliance to organize and locate your workspaces.
The following classifications are used to define your workspace's properties:
Classifies the workspace according to the type of contract, such as 'Cost
Plus Fixed Fee'.
Classifies the workspace according to the type of construction, such as
'Concrete Frame'.
Classifies a workspace according to the type of building, such as 'Office
Building'.
Indicates the business territory where the workspace is located.
Indicates the region where the workspace is located. The region is based
on the workspace address or country.
Use the Workspace Dates section to track all the start and finish dates in a workspace.
Click the Calendar icon 
to select the date when the workspace is agreed
to and expected to start.
Click the Calendar icon to select the date when the workspace is agreed
to and expected to finish.
Click the Calendar icon to select the date when work is currently expected
to be complete. This date is based on changes to the workspace since it
began.
Click the Calendar icon to select the date when the workspace started.
This date may be the same as the Original Start Date.
Click the Calendar icon to select the date when the workspace was completed.
Click the Calendar icon to select the date when the workspace is closed.
Click the Calendar icon to select the date when the workspace was sold.
Click the Calendar icon to select the completion date that appears on
the contract.
Use the Content Management Sites section to define all the Sharepoint sites that you wish to be accessible from within this Workspace.
Enter the complete URL of the Sharepoint site you wish to access from
this Workspace. i.e., https://portal.acme.com
You may use this field to enter a description of the Sharepoint site
you have defined.
For more information about the actions available on this page, refer to "Workspace Properties Workflow States".