Home > SI Documentation (v18) > Administrator Guide > Setup > Control Panel > Project Rules

Project Rules

Setting

 

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Project Rules allow you to set Revision settings as well as set an archive schedule for Projects.

 

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Create Revisions

 

Here you can select any number of Project Statuses for which you would like a Revision to be created for when the the Project Status is changed to them.

Maintain Revisions

 

This option allows you to choose how many of these Revisions to maintain vs. all Revisions. This can help you save storage space for Projects by eliminating any of these "non-Change Order related" Revisions you may not need to keep.

Auto Archive

 

This option allows to auto-archive projects that have not been updated in x months.

Project Folder Name

 

This option will allow you to use the Project Number instead of the Project Name for your local Project Folder.

Quantity-Based Projects

 

This option will default new Projects to be quantity-based vs. unit-based. See Quantity-Based Projects.

Convert Items on Approval

 

This option will automatically convert all items to a quantity of one when a project is approved. This would apply to all items in the Project that are not designated as a Bulk Item.

Duplicate Project Numbers

 

This option will allow for duplicate Project Numbers to exist in SI.

Tasks for Quantity-Based Projects

 

This option will allow Tasks to be created for Quantity-Based Projects.

Purchase Orders for Quantity-Based Projects

 

This option will allow Purchase Orders to be created for Quantity-Based Projects.

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