Project Roles (Admin)
Project Roles enable granular permissioning of STRATUS features including menu items, Filters, Divisions, Reports, and Tracking Statuses. In order for a user other than the company administrator to login to STRATUS, at least one project needs to be setup. The Project Admin role is configured out-of-the-box with all permissions and can be assigned to anyone. This section only needs to be considered when your company wants to differentiate project roles and permissions.
Note: The ability for a user to view a package on the Packages Dashboard depends on having the correct Project Role for the Tracking Status, Package Category, and the Division associated with the package.
- 1 Set Project Role Permissions
- 2 Clone a Project Role
- 3 Delete a Project Role
- 4 Set a User's Project Role on a Project Team
- 5 Summary of All Project Roles
- 6 Project Role Examples
- 6.1 Assemblies
- 6.2 Projects
- 6.2.1 Projects > Dashboard
- 6.2.1.1 Projects > Dashboard > Edit
- 6.2.1.2 Projects > Dashboard > View
- 6.2.1 Projects > Dashboard
- 6.3 Models
- 6.3.1 Models > Dashboard
- 6.3.2 Models > Viewer > Actions
- 6.3.2.1 Models > Viewer > Actions > Areas
- 6.3.2.2 Models > Viewer > Actions > Assemblies
- 6.3.2.3 Models > Viewer > Actions > Attachments
- 6.3.2.4 Models > Viewer > Actions > Categories
- 6.3.2.5 Models > Viewer > Actions > Packages
- 6.3.2.6 Models > Viewer > Actions > Reports
- 6.3.2.7 Models > Viewer > Actions > Tracking
- 6.3.3 Models > Viewer > Display Mode
- 6.3.3.1 Models > Viewer > Display Mode > Areas
- 6.3.3.2 Models > Viewer > Display Mode > Assemblies
- 6.3.3.3 Models > Viewer > Display Mode > Categories
- 6.3.3.4 Models > Viewer > Display Mode > Containers
- 6.3.3.5 Models > Viewer > Display Mode > Packages
- 6.3.3.6 Models > Viewer > Display Mode > Purchasing
- 6.3.3.7 Models > Viewer > Display Mode > Tracking
- 6.3.4 Models > Viewer > Filters
- 6.3.5 Models > Viewer > Toolbar
- 7 Videos
A Project Role is a permission configuration that applies across all company projects. Only a user whose project role is Project Admin can configure project roles. The project role determines which dashboards, pages, features a user can access. STRATUS ships with project roles including Project Admin, Detailer, Project Manager, Shop Manager, Shop Work Field Manager, Field Worker, and each includes default values. These names can be edited, deleted, cloned, and new project roles can be created. Each user is assigned one project role and the Project Admin (project role) can create as many project roles as needed.
Set Project Role Permissions
To set project role permissions:
Login as a user who has Project Admin permission. Note: The user who first sets up a company account has the Project Admin project role by default. This can be changed later.
Go to Admin > Company > Project Roles. The Project Roles configuration page displays. By default, no Project Roles will display, but the Project Admin role has access to everything and all other out-of-the-box roles have access to nothing.
To display Project Roles, click the Select Roles to Show (max 15) button. Default Project Roles and Project Roles defined by your company will display.
Check the Project Roles to view.
The selected Project Roles will display for anyone who has permission to view this page.
Project Roles columns can be moved left/right using the arrow buttons.
Click the Expand/Collapse All button to Expand all parent/child Project Roles.
For each project role, check the checkbox associated with the item to give permission to the item.
For example, if the Project Admin wants to give the Shop Worker access to Models > Viewer > Filters but not Display Mode, he can check Filters and all Filters will be checked, but Display Mode will not.
Setting changes immediately impact STRATUS users.
Clone a Project Role
Use the Clone option to create a new project role that includes many of the same permissions as an existing project role.
To clone a Project Role:
Under Admin > Company > Project Roles, under the Project Role column name, click the Clone button.
The cloned column will display with the same name plus a number and includes everything checked in the original column. Move the column using the left right arrows above the project role name.
Click the column header to rename the project role.
Delete a Project Role
To delete a Project Role:
Click the Delete button associated with the project role.
The Delete dialog will display prompting you to select a role to re-assign users that have been assigned the project role being deleted. Select one and click OK.
Set a User's Project Role on a Project Team
For each project, users of your company need to be added to a project team. And, for each project, each team member is assigned a Project Role. Tip for managing user's project roles: Users who have been assigned to a group under Admin > Company > Users can be quickly added to the team with a set project role. See the Users (Admin) article for more information.
To assign a user to a project team and set their project role for that team under Admin > Project > Teams, see the Team (Admin) article for more information.
Summary of All Project Roles
<style><!--table {mso-displayed-decimal-separator:"\."; mso-displayed-thousand-separator:"\,";}@page { mso-header-data:""; mso-footer-data:""; margin:0.75in 0.7in 0.75in 0.7in; mso-header-margin:0.3in; mso-footer-margin:0.3in; mso-page-orientation:Portrait; }tr {mso-height-source:auto; mso-ruby-visibility:none;}col {mso-width-source:auto; mso-ruby-visibility:none;}br {mso-data-placement:same-cell;}ruby {ruby-align:left;}.style0 { mso-number-format:General; text-align:general; vertical-align:bottom; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; border:none; mso-protection:locked visible; mso-style-name:Normal; mso-style-id:0;}.font0 { color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; }.font1 { color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; }.font2 { color:#000000; font-size:11pt; font-weight:700; font-style:normal; font-family:"Calibri","sans-serif"; }td {mso-style-parent:style0; mso-number-format:General; text-align:general; vertical-align:bottom; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; border:none; mso-protection:locked visible; mso-ignore:padding;}.style0 { text-align:general; vertical-align:bottom; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; mso-protection:locked visible; mso-style-name:"Normal"; }.style1 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style2 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style3 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style4 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style5 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style6 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style7 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style8 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style9 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style10 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style11 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style12 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style13 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.style14 { text-align:general; vertical-align:middle; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:10pt; font-weight:400; font-style:normal; font-family:"Arial","sans-serif"; mso-protection:locked visible; }.x15 { mso-style-parent:style0; mso-number-format:General; text-align:general; vertical-align:bottom; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; mso-protection:locked visible; }.x16 { mso-style-parent:style0; mso-number-format:General; text-align:general; vertical-align:bottom; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; border-top:1px solid windowtext; border-right:1px solid windowtext; border-bottom:1px solid windowtext; border-left:1px solid windowtext; mso-diagonal-down:none; mso-diagonal-up:none; mso-protection:locked visible; }.x17 { mso-style-parent:style0; mso-number-format:General; text-align:left; vertical-align:middle; white-space:nowrap; mso-char-indent-count:2; padding-left:24px; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; border-top:1px solid windowtext; border-right:1px solid windowtext; border-bottom:1px solid windowtext; border-left:1px solid windowtext; mso-diagonal-down:none; mso-diagonal-up:none; mso-protection:locked visible; }.x18 { mso-style-parent:style0; mso-number-format:General; text-align:left; vertical-align:middle; white-space:nowrap; mso-char-indent-count:3; padding-left:36px; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; border-top:1px solid windowtext; border-right:1px solid windowtext; border-bottom:1px solid windowtext; border-left:1px solid windowtext; mso-diagonal-down:none; mso-diagonal-up:none; mso-protection:locked visible; }.x19 { mso-style-parent:style0; mso-number-format:General; text-align:left; vertical-align:middle; white-space:nowrap; mso-char-indent-count:5; padding-left:60px; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; border-top:1px solid windowtext; border-right:1px solid windowtext; border-bottom:1px solid windowtext; border-left:1px solid windowtext; mso-diagonal-down:none; mso-diagonal-up:none; mso-protection:locked visible; }.x20 { mso-style-parent:style0; mso-number-format:General; text-align:left; vertical-align:middle; white-space:nowrap; mso-char-indent-count:6; padding-left:72px; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; border-top:1px solid windowtext; border-right:1px solid windowtext; border-bottom:1px solid windowtext; border-left:1px solid windowtext; mso-diagonal-down:none; mso-diagonal-up:none; mso-protection:locked visible; }.x21 { mso-style-parent:style0; mso-number-format:General; text-align:left; vertical-align:middle; white-space:nowrap; mso-char-indent-count:4; padding-left:48px; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; border-top:1px solid windowtext; border-right:1px solid windowtext; border-bottom:1px solid windowtext; border-left:1px solid windowtext; mso-diagonal-down:none; mso-diagonal-up:none; mso-protection:locked visible; }.x22 { mso-style-parent:style0; mso-number-format:General; text-align:left; vertical-align:middle; white-space:nowrap; mso-char-indent-count:1; padding-left:12px; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; border-top:1px solid windowtext; border-right:1px solid windowtext; border-bottom:1px solid windowtext; border-left:1px solid windowtext; mso-diagonal-down:none; mso-diagonal-up:none; mso-protection:locked visible; }.x23 { mso-style-parent:style0; mso-number-format:General; text-align:general; vertical-align:bottom; white-space:normal;word-wrap:break-word; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; border-top:1px solid windowtext; border-right:1px solid windowtext; border-bottom:1px solid windowtext; border-left:1px solid windowtext; mso-diagonal-down:none; mso-diagonal-up:none; mso-protection:locked visible; }.x24 { mso-style-parent:style0; mso-number-format:General; text-align:general; vertical-align:bottom; white-space:normal;word-wrap:break-word; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:400; font-style:normal; font-family:"Calibri","sans-serif"; mso-protection:locked visible; }.x25 { mso-style-parent:style0; mso-number-format:General; text-align:center; vertical-align:bottom; white-space:nowrap; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:700; font-style:normal; font-family:"Calibri","sans-serif"; border-top:1px solid windowtext; border-right:1px solid windowtext; border-bottom:1px solid windowtext; border-left:1px solid windowtext; mso-diagonal-down:none; mso-diagonal-up:none; mso-protection:locked visible; }.x26 { mso-style-parent:style0; mso-number-format:General; text-align:center; vertical-align:bottom; white-space:normal;word-wrap:break-word; background:auto; mso-pattern:auto; color:#000000; font-size:11pt; font-weight:700; font-style:normal; font-family:"Calibri","sans-serif"; border-top:1px solid windowtext; border-right:1px solid windowtext; border-bottom:1px solid windowtext; border-left:1px solid windowtext; mso-diagonal-down:none; mso-diagonal-up:none; mso-protection:locked visible; }--></style><div class="cells-worksheet" data-sheet-number="0" data-sheet-name="Sheet1"><table border="0" cellpadding="0" cellspacing="0" style="border-collapse:collapse;table-layout:fixed;width:622pt"> <colgroup> <col style="mso-width-source:userset;width:379px"></col> <col class="x24" style="mso-width-source:userset;background:none;width:451px"></col> </colgroup> <tbody> <tr style="mso-height-source:userset;height:15pt" id="r0"> <td class="x25" style="height:13.5pt;width:284.25pt">Project Role</td> <td class="x26" style="width:338.25pt">Checked Checkbox</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r1"> <td class="x16" style="height:13.5pt">Assemblies </td> <td class="x23">ALL Assemblies </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r2"> <td class="x16" style="height:13.5pt">Dashboard </td> <td class="x23">ALL Assemblies Dashboard </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r3"> <td class="x17" style="height:13.5pt">Attachments</td> <td class="x23">Allows Attachements button on dashboard to be visiable </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r4"> <td class="x17" style="height:13.5pt">Delete</td> <td class="x23">Displays Delete Column</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r5"> <td class="x17" style="height:13.5pt">Edit Assembly Properties</td> <td class="x23">Edit Assembly Name Column</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r6"> <td class="x17" style="height:13.5pt">Modify Packages</td> <td class="x23">Edit Packages Column</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r7"> <td class="x17" style="height:13.5pt">View</td> <td class="x23">Displays Dashboard Table </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r8"> <td class="x16" style="height:13.5pt">Details </td> <td class="x23">ALL Assemblies Details </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r9"> <td class="x17" style="height:13.5pt">Attachments</td> <td class="x23">Ability to see attachments tab in assemblies viewer </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r10"> <td class="x17" style="height:13.5pt">CAD Sheet</td> <td class="x23">Ability to See Cad Sheet in Assemblies Viewer </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r11"> <td class="x17" style="height:13.5pt">Notes</td> <td class="x23">Ability to See Notes in Assemblies Viewer </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r12"> <td class="x16" style="height:13.5pt">Parts </td> <td class="x23">Displays the Assemblies > Parts tab.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r13"> <td class="x18" style="height:28.5pt">Parts List</td> <td class="x23">Displays the Assemblies > Parts list which includes the Send to Cut List to Tool button for parts.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r14"> <td class="x18" style="height:28.5pt">Send Cut List to Tool</td> <td class="x23">Displays the Send to Cut List to Tool button for parts and the Send Checked to Tool button.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r15"> <td class="x17" style="height:13.5pt">STRATUS Sheet</td> <td class="x23">Ability to See STRATUS Sheet in Assemblies Viewer </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r16"> <td class="x17" style="height:13.5pt">Tasks</td> <td class="x23">Ability to See Tasks in Assemblies Viewer </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r17"> <td class="x17" style="height:13.5pt">Tracking</td> <td class="x23">Ability to See Tasks in Assemblies Viewer </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r18"> <td class="x16" style="height:13.5pt">Viewer </td> <td class="x23">ALL Assemblies Viewer </td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r19"> <td class="x18" style="height:28.5pt">Change Model View</td> <td class="x23">Allows visibilty to drop down setting to change madel view option in Assemblies view</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r20"> <td class="x18" style="height:13.5pt">Search and Scan Selector</td> <td class="x23">Controls avility to use search and scan selector </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r21"> <td class="x16" style="height:13.5pt">Toolbar </td> <td class="x23">ALL Assemblies Toolbar </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r22"> <td class="x16" style="height:13.5pt">Dimensioning </td> <td class="x23">ALL Assemblies Toolbar Dimensioning </td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r23"> <td class="x19" style="height:28.5pt">Auto-Dimension</td> <td class="x23">The Run Auto-Dimension Routine tool will display and when clicked will dimension the parts in the viewer.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r24"> <td class="x19" style="height:28.5pt">Bulk Delete</td> <td class="x23">The Delete All Dimensions tool will display and when clicked any existing dimensions will be deleted.</td> </tr> <tr style="mso-height-source:userset;height:45pt" id="r25"> <td class="x19" style="height:43.5pt">Delete Dimension</td> <td class="x23">The Delete Dimension icon (red x) will display within a dimension. When the mouse hovers over the dimension the user will be able to click the icon and delete the dimension.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r26"> <td class="x19" style="height:13.5pt">Display</td> <td class="x23">Mush be checked to Display the Dimensioning tool.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r27"> <td class="x19" style="height:13.5pt">Linear Beta</td> <td class="x23">The Linear Beta tool will display.</td> </tr> <tr style="mso-height-source:userset;height:75pt" id="r28"> <td class="x19" style="height:73.5pt">Move</td> <td class="x23">The Move icon (blue +) will display within a dimension. When the mouse hovers over the dimension the user will be able to click the icon and move the dimension. In addition, the Dimension Settings too (green wrench) displays which provides additional Click Detection settings.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r29"> <td class="x19" style="height:13.5pt">Place Dimensions</td> <td class="x23">The Place Dimension flyout will display.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r30"> <td class="x16" style="height:13.5pt">Display Mode </td> <td class="x23">ALL Assemblies Toolbar<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>Display Mode<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r31"> <td class="x19" style="height:13.5pt">Areas</td> <td class="x23">Allows Areas to be selected as a display mode </td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r32"> <td class="x19" style="height:28.5pt">Assemblies</td> <td class="x23">This option does literally nothing since assemblies is not a display mode option in the assembly viewer </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r33"> <td class="x19" style="height:13.5pt">Categories</td> <td class="x23">Allows Catagories to be selected as a display mode </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r34"> <td class="x19" style="height:13.5pt">Purchasing</td> <td class="x23">Allows Purchasing to be selected as a display mode </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r35"> <td class="x19" style="height:13.5pt">Tracking</td> <td class="x23">Allows Tracking to be selected as a display mode </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r36"> <td class="x16" style="height:13.5pt">Filters </td> <td class="x23">ALL Assemblies Toolbar<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>Filters </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r37"> <td class="x19" style="height:13.5pt">Areas</td> <td class="x23">Ability to use and see Areas Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r38"> <td class="x19" style="height:13.5pt">Categories</td> <td class="x23">Ability to use and see Categories Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r39"> <td class="x19" style="height:13.5pt">Company</td> <td class="x23">Ability to use and see Company Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r40"> <td class="x19" style="height:13.5pt">Containers</td> <td class="x23">Ability to use and see Containers Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r41"> <td class="x19" style="height:13.5pt">Levels</td> <td class="x23">Ability to use and see Levels Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r42"> <td class="x19" style="height:13.5pt">Packages</td> <td class="x23">Ability to use and see Packages Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r43"> <td class="x16" style="height:13.5pt">References </td> <td class="x23">ALL Assemblies Toolbar<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>Filters References </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r44"> <td class="x20" style="height:13.5pt">Save</td> <td class="x23">Ability to save Refrences settings</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r45"> <td class="x20" style="height:13.5pt">View</td> <td class="x23">Ability to use and see Refrences Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r46"> <td class="x19" style="height:13.5pt">Systems</td> <td class="x23">Ability to use and see Systems Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r47"> <td class="x19" style="height:13.5pt">Tracking</td> <td class="x23">Ability to use and see Tracking Filter </td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r48"> <td class="x21" style="height:28.5pt">Grid Offset Measurement and Grid Display</td> <td class="x23">Ability to use and see grid display and see/set grid offset measurements </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r49"> <td class="x16" style="height:13.5pt">Numbering </td> <td class="x23">ALL Assemblies Toolbar Numbering </td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r50"> <td class="x19" style="height:28.5pt">Bulk Delete</td> <td class="x23">The Bulk Edit - Delete All Item Numbers and Tags tool will display and when clicked any existing numbers or tags will be deleted.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r51"> <td class="x19" style="height:28.5pt">Custom Tags</td> <td class="x23">The Custom Tags tool will display and when clicked the Annotation Tags dialog will display.</td> </tr> <tr style="mso-height-source:userset;height:45pt" id="r52"> <td class="x19" style="height:43.5pt">Delete</td> <td class="x23">The delete tag icon (red x) will display within a item number or tag. When the mouse hovers over the item number or tag the user will be able to click the icon and delete the item number or tag.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r53"> <td class="x19" style="height:13.5pt">Display</td> <td class="x23">Mush be checked to Display the Numbering tool.</td> </tr> <tr style="mso-height-source:userset;height:45pt" id="r54"> <td class="x19" style="height:43.5pt">Move</td> <td class="x23">The move tag icon (blue +) will display within a item number or tag. When the mouse hovers over the item number or tag the user will be able to click the icon and move the item number or tag.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r55"> <td class="x19" style="height:28.5pt">Renumber</td> <td class="x23">The Renumber - All Item Numbers tool will display and when clicked any existing item numbers will be renumbered.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r56"> <td class="x21" style="height:13.5pt">Properties</td> <td class="x23">Ability to see option to look at part properties </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r57"> <td class="x21" style="height:13.5pt">Spool Checker</td> <td class="x23">Ability to see and use spool checker </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r58"> <td class="x16" style="height:13.5pt">Company Filters </td> <td class="x23">ALL Company Filters </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r59"> <td class="x16" style="height:13.5pt;overflow:hidden">CSG _ BOM _ Mechanical Piping And Plumbing (Example)</td> <td class="x23">ALL Company Filters<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>for Category </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r60"> <td class="x17" style="height:13.5pt">CSG _ BOM _ Pipework _ Bolts And Gaskets<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>(Example)</td> <td class="x23">Name - One for each Filter</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r61"> <td class="x16" style="height:13.5pt">Default </td> <td class="x23">ALL Company Filters<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>for Category </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r62"> <td class="x17" style="height:13.5pt">QA_Spool Present<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>(Example)</td> <td class="x23">Name - One for each Filter</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r63"> <td class="x16" style="height:13.5pt">Containers </td> <td class="x23">ALL Containers </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r64"> <td class="x16" style="height:13.5pt">Assign </td> <td class="x23">ALL Containers Assign </td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r65"> <td class="x17" style="height:28.5pt">Delete Tracking Log</td> <td class="x23">After using the Empty Container button to empty the container, a prompt will display to Delete and Start a New Tracking Log.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r66"> <td class="x17" style="height:28.5pt">Empty Container</td> <td class="x23">Displays the Empty Container icon and the Ability to Empty the Container.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r67"> <td class="x17" style="height:13.5pt">View</td> <td class="x23">This permission does not currently do anything.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r68"> <td class="x22" style="height:13.5pt">Dashboard</td> <td class="x23">ALL Containers Dashboard </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r69"> <td class="x16" style="height:13.5pt">Desktop </td> <td class="x23">ALL Desktop </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r70"> <td class="x22" style="height:13.5pt">Publish</td> <td class="x23">Access to be able to publish on add in </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r71"> <td class="x16" style="height:13.5pt">Divisions </td> <td class="x23">Displays the Containers Dashboard.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r72"> <td class="x22" style="height:13.5pt"> [No Division]</td> <td class="x23">Default Division</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r73"> <td class="x22" style="height:13.5pt"> Shop East (Example)</td> <td class="x23">Name - One for each Division</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r74"> <td class="x16" style="height:13.5pt">Field </td> <td class="x23">ALL Divisions Field </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r75"> <td class="x17" style="height:13.5pt">Field - Hangers And Supports<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>(Example)</td> <td class="x23">Name - One for each Field > Division</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r76"> <td class="x16" style="height:13.5pt">Office </td> <td class="x23">ALL Divisions Office </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r77"> <td class="x17" style="height:13.5pt">Office - Project Management And VDC (Example)</td> <td class="x23">Name - One for each Office > Division</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r78"> <td class="x16" style="height:13.5pt">Purchasing </td> <td class="x23">ALL Divisions Purchasing<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r79"> <td class="x17" style="height:13.5pt">Purchasing - Purchasing (Example)</td> <td class="x23">Name - One for each Purchasing > Division</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r80"> <td class="x16" style="height:13.5pt">Shop </td> <td class="x23">ALL Divisions Shop </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r81"> <td class="x17" style="height:13.5pt">Shop - Hangers And Supports (Example)</td> <td class="x23">Name - One for each Shop > Division</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r82"> <td class="x16" style="height:13.5pt">Jobsites </td> <td class="x23">ALL Jobsites </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r83"> <td class="x22" style="height:13.5pt">Dashboard</td> <td class="x23">Ability to see jobsite dashboard </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r84"> <td class="x16" style="height:13.5pt">Station </td> <td class="x23">ALL Jobsites Station </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r85"> <td class="x17" style="height:13.5pt">Tasks</td> <td class="x23">Ability to access station tasks </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r86"> <td class="x17" style="height:13.5pt">Tool</td> <td class="x23">Ability to access station tools </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r87"> <td class="x16" style="height:13.5pt">Models </td> <td class="x23">ALL Models </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r88"> <td class="x16" style="height:13.5pt">Dashboard </td> <td class="x23">ALL Models Dashboard </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r89"> <td class="x17" style="height:13.5pt">Dashboard</td> <td class="x23">Permission to view the Models > Dashboard.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r90"> <td class="x17" style="height:13.5pt">Delete Model and Data</td> <td class="x23">Permission to Delete the model.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r91"> <td class="x16" style="height:13.5pt">Viewer </td> <td class="x23">ALL Models Viewer </td> </tr> <tr style="mso-height-source:userset;height:45pt" id="r92"> <td class="x16" style="height:43.5pt">Actions </td> <td class="x23">ALL Models Viewer Actions<br />Unless one of the following Actions are checked, the Models > Viewer tab will not display.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r93"> <td class="x18" style="height:28.5pt">Areas</td> <td class="x23">Toolbar permission for Actions and Window Select. <br />Toolbar permission for Actions > Areas.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r94"> <td class="x18" style="height:28.5pt">Assemblies</td> <td class="x23">Toolbar permission for Actions and Window Select. <br />Toolbar permission for Actions > Assemblies.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r95"> <td class="x18" style="height:28.5pt">Attachments</td> <td class="x23">Toolbar permission for Actions and Window Select.<br />Toolbar permission for Actions > Attachment.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r96"> <td class="x18" style="height:28.5pt">Categories</td> <td class="x23">Toolbar permission for Actions and Window Select.<br />Toolbar permission for Actions > Categories.</td> </tr> <tr style="mso-height-source:userset;height:165pt" id="r97"> <td class="x18" style="height:163.5pt">Packages</td> <td class="x23">Prerequisite Permissions:<br />Category - Permission to one or more more Packages > Categories.<br />Division - Permission to one or more more Divisions, if company is using Divisions.<br />Areas - Permission to Models > Viewer > Actions > Areas to populate and select BIM Areas.<br />Attachments - Permission to Packages > Details > Attachments<br />Properties - Permission to Packages > Details > Items > Properties<br />Gives Permission to:<br />Toolbar permission for Actions and Window Select.<br />Toolbar permission for Actions > Packages.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r98"> <td class="x18" style="height:28.5pt">Reports</td> <td class="x23">Toolbar permission for Actions and Window Select.<br />Toolbar permission for Actions > Reports.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r99"> <td class="x18" style="height:28.5pt">Tracking</td> <td class="x23">Toolbar permission for Actions and Window Select.<br />Toolbar permission for Actions > Tracking.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r100"> <td class="x16" style="height:13.5pt">Display Mode </td> <td class="x23">ALL Models Viewer Display Mode </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r101"> <td class="x18" style="height:13.5pt">Areas</td> <td class="x23">Access to Areas Display tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r102"> <td class="x18" style="height:13.5pt">Assemblies</td> <td class="x23">Access to Areas Assemblies tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r103"> <td class="x18" style="height:13.5pt">Categories</td> <td class="x23">Access to Areas Categories tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r104"> <td class="x18" style="height:13.5pt">Packages</td> <td class="x23">Access to Areas Packages tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r105"> <td class="x18" style="height:13.5pt">Purchasing</td> <td class="x23">Access to Areas Purchasing tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r106"> <td class="x18" style="height:13.5pt">Tracking</td> <td class="x23">Access to Areas Tracking tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r107"> <td class="x16" style="height:13.5pt">Filters </td> <td class="x23">ALL Models Viewer Filters </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r108"> <td class="x18" style="height:13.5pt">Areas</td> <td class="x23">Access to Areas Display tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r109"> <td class="x18" style="height:13.5pt">Assemblies</td> <td class="x23">Access to Assemblies Display tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r110"> <td class="x18" style="height:13.5pt">Categories</td> <td class="x23">Access to Categories Display tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r111"> <td class="x18" style="height:13.5pt">Company</td> <td class="x23">Access to Company Display tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r112"> <td class="x18" style="height:13.5pt">Containers</td> <td class="x23">Access to Containers Display tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r113"> <td class="x18" style="height:13.5pt">Levels</td> <td class="x23">Access to levels Display tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r114"> <td class="x18" style="height:13.5pt">Packages</td> <td class="x23">Access to Packages Display tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r115"> <td class="x18" style="height:13.5pt">Purchasing</td> <td class="x23">Access to Purchasing Display tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r116"> <td class="x16" style="height:13.5pt">References </td> <td class="x23">ALL Models Viewer Filters References </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r117"> <td class="x21" style="height:13.5pt">Save</td> <td class="x23">Ability to make and save refreences </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r118"> <td class="x21" style="height:13.5pt">View</td> <td class="x23">Ability to see made refrences </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r119"> <td class="x18" style="height:13.5pt">Systems</td> <td class="x23">Ability to access systems filter</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r120"> <td class="x18" style="height:13.5pt">Tracking</td> <td class="x23">Ability to access Tracking filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r121"> <td class="x17" style="height:13.5pt">Search and Scan Selector</td> <td class="x23">Ability to see and use search and scan selector </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r122"> <td class="x16" style="height:13.5pt">Toolbar </td> <td class="x23">ALL Models Toolbar </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r123"> <td class="x18" style="height:13.5pt">Grid Offset Measurement and Grid Display</td> <td class="x23">Ability to see and use Grid display and offsett measurements </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r124"> <td class="x16" style="height:13.5pt">Numbering </td> <td class="x23">ALL Models Toolbar Numbering </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r125"> <td class="x21" style="height:13.5pt">Display</td> <td class="x23">Mush be checked to Display the Numbering tool.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r126"> <td class="x21" style="height:28.5pt">Bulk Delete</td> <td class="x23">The Bulk Edit - Delete All Item Numbers and Tags tool will display and when clicked any existing numbers or tags will be deleted.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r127"> <td class="x21" style="height:28.5pt">Custom Tags</td> <td class="x23">The Custom Tags tool will display and when clicked the Annotation Tags dialog will display.</td> </tr> <tr style="mso-height-source:userset;height:45pt" id="r128"> <td class="x21" style="height:43.5pt">Delete</td> <td class="x23">The delete tag icon (red x) will display within a item number or tag. When the mouse hovers over the item number or tag the user will be able to click the icon and delete the item number or tag.</td> </tr> <tr style="mso-height-source:userset;height:45pt" id="r129"> <td class="x21" style="height:43.5pt">Move</td> <td class="x23">The move tag icon (blue +) will display within a item number or tag. When the mouse hovers over the item number or tag the user will be able to click the icon and move the item number or tag.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r130"> <td class="x21" style="height:28.5pt">Renumber</td> <td class="x23">The Renumber - All Item Numbers tool will display and when clicked any existing item numbers will be renumbered.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r131"> <td class="x18" style="height:13.5pt">Properties</td> <td class="x23">to see and use properties on toolbar </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r132"> <td class="x18" style="height:13.5pt">Select Connected</td> <td class="x23">Ability to see and use select connected on toolbar </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r133"> <td class="x16" style="height:13.5pt">Packages </td> <td class="x23">ALL Packages </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r134"> <td class="x16" style="height:13.5pt">Categories </td> <td class="x23">ALL Packages Categories </td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r135"> <td class="x17" style="height:28.5pt">Deck Activities (Example)</td> <td class="x23">Option to select certain package categories to see instead of all of them </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r136"> <td class="x16" style="height:13.5pt">Dashboard </td> <td class="x23">ALL Packages Dashboard </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r137"> <td class="x17" style="height:13.5pt">Archive</td> <td class="x23">Able to archive packages in the dashboard</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r138"> <td class="x17" style="height:13.5pt">Dashboard Table</td> <td class="x23">Access to see dashboard</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r139"> <td class="x17" style="height:13.5pt">Delete</td> <td class="x23">Ability to delete package from dashboard </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r140"> <td class="x17" style="height:13.5pt">GenerateMaj</td> <td class="x23">Ability to generate maj from dashboard </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r141"> <td class="x17" style="height:13.5pt">GeneratePcf</td> <td class="x23">Ability to generate pcf from dashboard </td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r142"> <td class="x17" style="height:28.5pt">New Package</td> <td class="x23">Ability to make new packages with dashbaord new package button also toggles visibility </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r143"> <td class="x16" style="height:13.5pt">Details </td> <td class="x23">ALL Packages Details </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r144"> <td class="x17" style="height:13.5pt">Attachments</td> <td class="x23">Ability to add attachments and attachments button visibility </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r145"> <td class="x16" style="height:13.5pt">Bill of Materials </td> <td class="x23">ALL Packages Details BOM </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r146"> <td class="x18" style="height:13.5pt">BOM</td> <td class="x23">Access to view BOM </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r147"> <td class="x18" style="height:13.5pt">BOM & Modify Inline Fields</td> <td class="x23">Ability to View BOM and change items in made BOM</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r148"> <td class="x17" style="height:13.5pt">CAD Sheet</td> <td class="x23">Access to Cad sheet deatils tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r149"> <td class="x17" style="height:13.5pt">Cut Lists</td> <td class="x23">Access to cut list details tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r150"> <td class="x16" style="height:13.5pt">Items </td> <td class="x23">ALL Packages Details Items </td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r151"> <td class="x18" style="height:28.5pt">Attachments</td> <td class="x23">Ability to add attachments and attachments button visibility on items list </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r152"> <td class="x18" style="height:13.5pt">Edit</td> <td class="x23">Ability to edit items on items list</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r153"> <td class="x18" style="height:13.5pt">Lightning Catalog</td> <td class="x23"></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r154"> <td class="x18" style="height:13.5pt">Modify Packages</td> <td class="x23">Ability to modify packages through items list </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r155"> <td class="x18" style="height:13.5pt">Remove</td> <td class="x23">Ability to remove items through items list</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r156"> <td class="x18" style="height:13.5pt">View</td> <td class="x23">Ability to view items tab in details </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r157"> <td class="x17" style="height:13.5pt">Notes</td> <td class="x23">Ability to view notes </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r158"> <td class="x17" style="height:13.5pt">Point Lists</td> <td class="x23">Ability to view points list </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r159"> <td class="x17" style="height:13.5pt">Properties</td> <td class="x23">Ability to view package properties tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r160"> <td class="x16" style="height:13.5pt">Tasks </td> <td class="x23">ALL Packages Details Tasks </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r161"> <td class="x18" style="height:13.5pt">Delete Tasks</td> <td class="x23">Ability to delete tasks </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r162"> <td class="x18" style="height:13.5pt">Task Board</td> <td class="x23">Ability to view task board </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r163"> <td class="x17" style="height:13.5pt">Tracking</td> <td class="x23">Ability to view package tracking </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r164"> <td class="x16" style="height:13.5pt">Viewer </td> <td class="x23">ALL Packages Details Viewer </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r165"> <td class="x18" style="height:13.5pt">Change Model View</td> <td class="x23">Ability to change model view from drop down</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r166"> <td class="x18" style="height:13.5pt">Search and Scan Selector</td> <td class="x23">Ability to use scan and search selector for view </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r167"> <td class="x18" style="height:13.5pt">STRATUS Sheet</td> <td class="x23">Ability to see STRATUS sheet tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r168"> <td class="x16" style="height:13.5pt">Toolbar </td> <td class="x23">ALL Packages Details Viewer Toolbar </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r169"> <td class="x16" style="height:13.5pt">Actions </td> <td class="x23">ALL Packages Details Viewer Toolbar Actions </td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r170"> <td class="x19" style="height:28.5pt">Areas</td> <td class="x23">Toolbar permission for Actions and Window Select. <br />Toolbar permission for Actions > Areas.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r171"> <td class="x19" style="height:28.5pt">Assemblies</td> <td class="x23">Toolbar permission for Actions and Window Select. <br />Toolbar permission for Actions > Assemblies.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r172"> <td class="x19" style="height:28.5pt">Attachments</td> <td class="x23">Toolbar permission for Actions and Window Select.<br />Toolbar permission for Actions > Attachment.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r173"> <td class="x19" style="height:28.5pt">Categories</td> <td class="x23">Toolbar permission for Actions and Window Select.<br />Toolbar permission for Actions > Categories.</td> </tr> <tr style="mso-height-source:userset;height:165pt" id="r174"> <td class="x19" style="height:163.5pt">Packages</td> <td class="x23">Prerequisite Permissions:<br />Category - Permission to one or more more Packages > Categories.<br />Division - Permission to one or more more Divisions, if company is using Divisions.<br />Areas - Permission to Models > Viewer > Actions > Areas to populate and select BIM Areas.<br />Attachments - Permission to Packages > Details > Attachments<br />Properties - Permission to Packages > Details > Items > Properties<br />Gives Permission to:<br />Toolbar permission for Actions and Window Select.<br />Toolbar permission for Actions > Packages.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r175"> <td class="x19" style="height:28.5pt">Reports</td> <td class="x23">Toolbar permission for Actions and Window Select.<br />Toolbar permission for Actions > Reports.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r176"> <td class="x19" style="height:28.5pt">Tracking</td> <td class="x23">Toolbar permission for Actions and Window Select.<br />Toolbar permission for Actions > Tracking.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r177"> <td class="x16" style="height:13.5pt">Dimensioning </td> <td class="x23">ALL Packages Details Viewer Toolbar Dimensioning<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r178"> <td class="x19" style="height:28.5pt">Auto-Dimension</td> <td class="x23">The Run Auto-Dimension Routine tool will display and when clicked will dimension the parts in the viewer.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r179"> <td class="x19" style="height:28.5pt">Bulk Delete</td> <td class="x23">The Delete All Dimensions tool will display and when clicked any existing dimensions will be deleted.</td> </tr> <tr style="mso-height-source:userset;height:45pt" id="r180"> <td class="x19" style="height:43.5pt">Delete Dimension</td> <td class="x23">The Delete Dimension icon (red x) will display within a dimension. When the mouse hovers over the dimension the user will be able to click the icon and delete the dimension.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r181"> <td class="x19" style="height:13.5pt">Display</td> <td class="x23">Mush be checked to Display the Dimensioning tool.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r182"> <td class="x19" style="height:13.5pt">Linear Beta</td> <td class="x23">The Linear Beta tool will display.</td> </tr> <tr style="mso-height-source:userset;height:75pt" id="r183"> <td class="x19" style="height:73.5pt">Move</td> <td class="x23">The Move icon (blue +) will display within a dimension. When the mouse hovers over the dimension the user will be able to click the icon and move the dimension. In addition, the Dimension Settings too (green wrench) displays which provides additional Click Detection settings.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r184"> <td class="x19" style="height:13.5pt">Place Dimensions</td> <td class="x23">The Place Dimension flyout will display.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r185"> <td class="x16" style="height:13.5pt">Display Mode </td> <td class="x23">ALL Packages Details Viewer Toolbar Display Mode </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r186"> <td class="x19" style="height:13.5pt">Areas</td> <td class="x23">Ability to see and use Areas tab in Display Mode </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r187"> <td class="x19" style="height:13.5pt">Assemblies</td> <td class="x23">Ability to see and use Assemblies tab in Display Mode </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r188"> <td class="x19" style="height:13.5pt">Categories</td> <td class="x23">Ability to see and use Categories tab in Display Mode </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r189"> <td class="x19" style="height:13.5pt">Packages</td> <td class="x23">Ability to see and use Packages tab in Display Mode </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r190"> <td class="x19" style="height:13.5pt">Purchasing</td> <td class="x23">Ability to see and use Purchasing tab in Display Mode </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r191"> <td class="x19" style="height:13.5pt">Tracking</td> <td class="x23">Ability to see and use Tracking tab in Display Mode </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r192"> <td class="x16" style="height:13.5pt">Filters </td> <td class="x23">ALL Packages Details Viewer Toolbar Filters </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r193"> <td class="x19" style="height:13.5pt">Areas</td> <td class="x23">Ability to see and use Areas Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r194"> <td class="x19" style="height:13.5pt">Assemblies</td> <td class="x23">Ability to see and use Assemblies Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r195"> <td class="x19" style="height:13.5pt">Categories</td> <td class="x23">Ability to see and use Categories Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r196"> <td class="x19" style="height:13.5pt">Company</td> <td class="x23">Ability to see and use Company Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r197"> <td class="x19" style="height:13.5pt">Containers</td> <td class="x23">Ability to see and use Container Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r198"> <td class="x19" style="height:13.5pt">Levels</td> <td class="x23">Ability to see and use Levels Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r199"> <td class="x19" style="height:13.5pt">Purchasing</td> <td class="x23">Ability to see and use Purchasing Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r200"> <td class="x16" style="height:13.5pt">References </td> <td class="x23">ALL Packages Details Viewer Toolbar Filters<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>References </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r201"> <td class="x20" style="height:13.5pt">Save</td> <td class="x23">Ability to set and save refrences </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r202"> <td class="x20" style="height:13.5pt">View</td> <td class="x23">Ability to view refrences </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r203"> <td class="x19" style="height:13.5pt">Systems</td> <td class="x23">Ability to see and use Systems Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r204"> <td class="x19" style="height:13.5pt">Tracking</td> <td class="x23">Ability to see and use tracking Filter </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r205"> <td class="x21" style="height:13.5pt">Grid Offset Measurement and Grid Display</td> <td class="x23">Ability to see and use grid display and run offset measurements </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r206"> <td class="x16" style="height:13.5pt">Numbering </td> <td class="x23">ALL Packages Details Viewer Toolbar Numbering </td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r207"> <td class="x19" style="height:28.5pt">Bulk Delete</td> <td class="x23">The Bulk Edit - Delete All Item Numbers and Tags tool will display and when clicked any existing numbers or tags will be deleted.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r208"> <td class="x19" style="height:28.5pt">Custom Tags</td> <td class="x23">The Custom Tags tool will display and when clicked the Annotation Tags dialog will display.</td> </tr> <tr style="mso-height-source:userset;height:45pt" id="r209"> <td class="x19" style="height:43.5pt">Delete</td> <td class="x23">The delete tag icon (red x) will display within a item number or tag. When the mouse hovers over the item number or tag the user will be able to click the icon and delete the item number or tag.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r210"> <td class="x19" style="height:13.5pt">Display</td> <td class="x23">Mush be checked to Display the Numbering tool.</td> </tr> <tr style="mso-height-source:userset;height:45pt" id="r211"> <td class="x19" style="height:43.5pt">Move</td> <td class="x23">The move tag icon (blue +) will display within a item number or tag. When the mouse hovers over the item number or tag the user will be able to click the icon and move the item number or tag.</td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r212"> <td class="x19" style="height:28.5pt">Renumber</td> <td class="x23">The Renumber - All Item Numbers tool will display and when clicked any existing item numbers will be renumbered.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r213"> <td class="x21" style="height:13.5pt">Properties</td> <td class="x23">Ability to see and use propteries tab in toolbar </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r214"> <td class="x21" style="height:13.5pt">Select Connected</td> <td class="x23">Ability to see and use select connected in toolbar </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r215"> <td class="x16" style="height:13.5pt">Schedule </td> <td class="x23">ALL Packages Schedule </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r216"> <td class="x17" style="height:13.5pt">Display</td> <td class="x23">Ability to view Schedule under packages </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r217"> <td class="x17" style="height:13.5pt">Modify</td> <td class="x23">Ability to modify schedule in packages </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r218"> <td class="x16" style="height:13.5pt">Status Board </td> <td class="x23">ALL Packages Status Board </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r219"> <td class="x17" style="height:13.5pt">Display</td> <td class="x23">Ability to see status board under packages </td> </tr> <tr style="mso-height-source:userset;height:30pt" id="r220"> <td class="x17" style="height:28.5pt">Drag & Drop</td> <td class="x23">Ability to change tracking with drag and drop in status board under packages </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r221"> <td class="x16" style="height:13.5pt">Projects </td> <td class="x23">ALL Projects </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r222"> <td class="x16" style="height:13.5pt">Areas </td> <td class="x23">ALL Projects Areas</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r223"> <td class="x17" style="height:13.5pt">Edit</td> <td class="x23">Ability to edit Areas set on a project</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r224"> <td class="x17" style="height:13.5pt">View</td> <td class="x23">Ability to view areas in a project </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r225"> <td class="x16" style="height:13.5pt">Dashboard </td> <td class="x23">ALL Projects Dashboard </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r226"> <td class="x17" style="height:13.5pt">Edit</td> <td class="x23">Permission to change the Status of a Project. </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r227"> <td class="x17" style="height:13.5pt">View</td> <td class="x23">Permission to view of all company projects.</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r228"> <td class="x16" style="height:13.5pt">Deliverables </td> <td class="x23">ALL Projects Deliverables<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r229"> <td class="x17" style="height:13.5pt">Deliverables Settings</td> <td class="x23">Ability to set deliverable settings </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r230"> <td class="x17" style="height:13.5pt">Modify Deliverables</td> <td class="x23">Ability to change deliverables </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r231"> <td class="x17" style="height:13.5pt">Modify Packages</td> <td class="x23">Ability to change packages set to deliverables </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r232"> <td class="x17" style="height:13.5pt">Viewer</td> <td class="x23">Ability to view deliverables </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r233"> <td class="x16" style="height:13.5pt">Services </td> <td class="x23">ALL Projects Services<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r234"> <td class="x17" style="height:13.5pt">Edit</td> <td class="x23">Ability to edit services </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r235"> <td class="x17" style="height:13.5pt">View</td> <td class="x23">Ability to see services </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r236"> <td class="x16" style="height:13.5pt">Shipping Addresses </td> <td class="x23">ALL Projects Shipping Addresses<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r237"> <td class="x17" style="height:13.5pt">Edit</td> <td class="x23">abiltiy to edit shipping addresses </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r238"> <td class="x17" style="height:13.5pt">View</td> <td class="x23">Ability to view shipping addresses </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r239"> <td class="x16" style="height:13.5pt">Supplier Links </td> <td class="x23">ALL Projects Supplier Links </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r240"> <td class="x17" style="height:13.5pt">Edit</td> <td class="x23">Ability to make and edit supplier links </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r241"> <td class="x17" style="height:13.5pt">View</td> <td class="x23">Ability to view supplier links </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r242"> <td class="x16" style="height:13.5pt">Purchasing </td> <td class="x23">ALL Purchasing </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r243"> <td class="x22" style="height:13.5pt">View & Modify</td> <td class="x23">Ability to view and modify purchasing options </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r244"> <td class="x22" style="height:13.5pt">View Only</td> <td class="x23">Ability to view purchasing items </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r245"> <td class="x16" style="height:13.5pt">Receiving </td> <td class="x23">ALL Receiving<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r246"> <td class="x22" style="height:13.5pt">View & Modify</td> <td class="x23">Ability to create and change recieving settings </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r247"> <td class="x22" style="height:13.5pt">View Only</td> <td class="x23">Ability to see recieving items </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r248"> <td class="x16" style="height:13.5pt">Reports </td> <td class="x23">ALL Reports<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r249"> <td class="x16" style="height:13.5pt">Assembly </td> <td class="x23">ALL Reports Assembly </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r250"> <td class="x17" style="height:13.5pt">CSG _ MEP _ Label _ Spool(4x6)<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>(Example)</td> <td class="x23">Ability to see specific reports that are checked </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r251"> <td class="x17" style="height:13.5pt">Test Connected</td> <td class="x23"></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r252"> <td class="x16" style="height:13.5pt">BOM </td> <td class="x23">ALL Reports BOM </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r253"> <td class="x17" style="height:13.5pt">CSG _ MEP _ Material BOM<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>(Example)</td> <td class="x23">Ability to see specific reports that are checked </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r254"> <td class="x16" style="height:13.5pt">Container </td> <td class="x23">ALL Reports Container<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r255"> <td class="x17" style="height:13.5pt">CSG _ MEP _ Dashboard _ Containers<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>(Example)</td> <td class="x23">Ability to see specific reports that are checked </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r256"> <td class="x16" style="height:13.5pt">Container Details </td> <td class="x23">ALL Reports Container Details<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r257"> <td class="x17" style="height:13.5pt">CSG _ MEP _ Dashboard Details _ Containers</td> <td class="x23">Ability to see specific reports that are checked </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r258"> <td class="x16" style="height:13.5pt">Master Report </td> <td class="x23">ALL Reports Master Report<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r259"> <td class="x17" style="height:13.5pt">CSG _ Pipework _ BOM _ With Labor<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>(Example)</td> <td class="x23">Ability to see specific reports that are checked </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r260"> <td class="x16" style="height:13.5pt">Package </td> <td class="x23">ALL Reports Package<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r261"> <td class="x17" style="height:13.5pt;overflow:hidden">CSG _ Pipework _ Dashboard _ Field Progress<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>(Example)</td> <td class="x23">Ability to see specific reports that are checked </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r262"> <td class="x16" style="height:13.5pt">Package Details </td> <td class="x23">ALL Reports Package Details<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r263"> <td class="x17" style="height:13.5pt">CSG _ Hanger And Supports Fabrication<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>(Example)</td> <td class="x23">Ability to see specific reports that are checked </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r264"> <td class="x16" style="height:13.5pt">Part </td> <td class="x23">ALL Reports Part<span style="mso-spacerun:yes;white-space:nowrap;font-family:"Times New Roman""> </span></td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r265"> <td class="x17" style="height:13.5pt">[Default Report]<span style="mso-spacerun:yes;font-family:"Times New Roman""> </span>(Example)</td> <td class="x23">Ability to see specific reports that are checked </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r266"> <td class="x17" style="height:13.5pt">CSG _ Single Rod Hanger Fabrication (Example)</td> <td class="x23">Ability to see specific reports that are checked </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r267"> <td class="x16" style="height:13.5pt">Scan </td> <td class="x23">ALL Scan</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r268"> <td class="x22" style="height:13.5pt">Delete Tracking Log</td> <td class="x23">Ability to delete tracking log </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r269"> <td class="x22" style="height:13.5pt">Empty Container</td> <td class="x23">Ability to empty conatiner through scanner tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r270"> <td class="x22" style="height:13.5pt">View</td> <td class="x23">Ability to view scanner tab</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r271"> <td class="x16" style="height:13.5pt">Shops </td> <td class="x23">ALL Shops </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r272"> <td class="x22" style="height:13.5pt">Dashboard</td> <td class="x23">Ability to see and make changes to shops dashboard</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r273"> <td class="x16" style="height:13.5pt">Items </td> <td class="x23">ALL Shops Items</td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r274"> <td class="x17" style="height:13.5pt">Add Item</td> <td class="x23">Ability to add items to shops </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r275"> <td class="x17" style="height:13.5pt">Delete Item</td> <td class="x23">Ability to delete items from shop </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r276"> <td class="x16" style="height:13.5pt">Station </td> <td class="x23">ALL Shops Station </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r277"> <td class="x17" style="height:13.5pt">Tasks</td> <td class="x23">Ability to set station tasks </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r278"> <td class="x17" style="height:13.5pt">Tool</td> <td class="x23">Ability to set tools to tasks </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r279"> <td class="x16" style="height:13.5pt">Tracking Statuses </td> <td class="x23">ALL Tracking Statuses </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r280"> <td class="x22" style="height:13.5pt">[1] Design (Example)</td> <td class="x23">Ability to see specific tracking statuses </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r281"> <td class="x16" style="height:13.5pt">Help</td> <td class="x23">Ability to view help page </td> </tr> <tr style="mso-height-source:userset;height:15pt" id="r282"> <td class="x16" style="height:13.5pt">Notifications</td> <td class="x23">Ability to get notifications</td> </tr> <tr style="display:none"> <td style="width:284.25pt"></td> <td style="width:338.25pt"></td> </tr> </tbody></table></div>
Project Role Examples
Assemblies
Prerequisite Permissions to access Assemblies Dashboard.
Assemblies > Dashboard
Packages >
Reports >
Tracking Statuses >
Assemblies > Details > Viewer > Toolbar > Dimensioning
Dimensioning - Applies to the following:
Admin > Company > Project Roles > Packages > Details > Viewer > Toolbar > Numbering
Admin > Company > Project Roles > Assemblies > Viewer > Toolbar > Numbering
None Checked or if Display is not checked - When no Dimensioning checkboxes are checked or when the Display checkbox is not checked, the Dimensioning button will not display.
Dimensioning (Parent) - When Dimensioning (Parent) is checked, all child checkboxes will be automatically checked and the Dimensioning button will display.
Display (Only) - When checked as the only child checked, the Dimensioning button will display and when clicked the dimensions will display if they had been previously generated by a user with sufficient Project Role permissions. In addition, the Dimensioning Status Toolbar will display.
Auto-Dimension - When checked, the Run Auto-dimension Routine tool will display and when clicked will dimension the parts in the viewer.
Bulk Delete - When checked, the Delete All Dimensions tool will display and when clicked any existing dimensions will be deleted.
Delete Dimension - When checked, the Delete Dimension icon (red x) will display within a dimension. When the mouse hovers over the dimension the user will be able to click the icon and delete the dimension.
Display - Mush be checked to Display the Dimensioning tool.
Linear Beta - When checked, the Linear Beta tool will display.
Move - When checked, the Move icon (blue +) will display within a dimension. When the mouse hovers over the dimension the user will be able to click the icon and move the dimension. In addition, the Dimension Settings tool (green wrench) displays which provides additional Click Detection settings.
Place Dimensions - When checked, the Place Dimension flyout will display. See the Manual Dimensioning article for more information.
Assemblies > Details > Viewer > Toolbar > Numbering and Tagging
Numbering and Tagging - Applies to the following:
Admin > Company > Project Roles > Models > Viewer > Toolbar > Numbering or Tagging
Admin > Company > Project Roles > Packages > Details > Viewer > Toolbar > Numbering or Tagging
Admin > Company > Project Roles > Assemblies > Details > Viewer > Toolbar > Numbering or Tagging
None Checked or if Display is not checked - When no Numbering checkboxes are checked or when the Display checkbox is not checked, the Item Numbers button will not display.
Numbering (Parent) - When Numbering (Parent) is checked, all the child checkboxes will be automatically checked, the Item Numbers button will display, and the additional options flyout will display.
Display - When checked, the Display - Item Numbers button will display and when clicked the numbers and tags will display. The fly-out that includes additional edit options will not display.
Bulk Delete - When Bulk Delete is checked the Bulk Edit - Delete All Item Numbers and Tags tool will display and when clicked any existing numbers or tags will be deleted.
Custom Tags - When Custom Tags is checked the Custom Tags tool will display and when clicked the Annotation Tags dialog will display.
Delete - When checked, the delete tag icon (red x) will display within a item number or tag. When the mouse hovers over the item number or tag the user will be able to click the icon and delete the item number or tag.
Move - When checked, the move tag icon (blue +) will display within a item number or tag. When the mouse hovers over the item number or tag the user will be able to click the icon and move the item number or tag.
Renumber - When Renumber is checked the Renumber - All Item Numbers tool will display and when clicked any existing item numbers will be renumbered.
Projects
Projects > Dashboard
Projects > Dashboard > Edit
Checked - Permission to change the Status of a Project.
Projects > Dashboard > View
Checked - Permission to view of all company projects. Includes information such as Number, Name, Name Override, #Models, #Packages, and Package Statuses.
Unchecked - The list of Projects will not display.
Models
Models > Dashboard
Models > Dashboard > Dashboard
Checked - Permission to view the Models > Dashboard, a list all published models by Project. Includes model information such as the date Published, Project Level Conflict Resolution (editable) setting, # Packages, # Assemblies, # Parts, and Reports.
Unchecked - The list of Models will not display.
Models > Dashboard > Delete Model and Data
Required Project Roles:
Models > Dashboard > Dashboard
Checked - Permission to Delete the model.
Models > Viewer > Actions
Unless one of the following Actions are checked, the Models > Viewer tab will not display.
Models > Viewer > Actions > Areas
Required Checked
Models > Viewer > Actions > Areas.
Models > Viewer > Actions > Assemblies
Required Checked
Models > Viewer > Actions > Assemblies
Models > Viewer > Actions > Attachments
Required Checked
Models > Viewer > Actions > Attachments
Models > Viewer > Actions > Categories
Required Checked
Models > Viewer > Actions > Categories
Models > Viewer > Actions > Packages
Required Checked
Models > Viewer > Actions > Packages
Models > Viewer > Actions > Areas
Packages > Categories - Permission to one or more more Packages
Packages > Details > Attachments
Packages > Details > Items > Properties
Division - Permission to one or more more Divisions, if company is using Divisions
Models > Viewer > Actions > Reports
Required Checked
Models > Viewer > Actions > Reports
Reports - Permission to one or more more reports
Models > Viewer > Actions > Tracking
Required Checked
Models > Viewer > Actions > Tracking
Tracking Statuses - Permission to one or more more Tracking Statuses
Division - Permission to one or more more Divisions, if company is using Divisions
Models > Viewer > Display Mode
Unless one of the following Display Mode options are checked, the Models > Viewer > Display Modes tool will not display.
Models > Viewer > Display Mode > Areas
Required Checked
Models > Viewer > Display Modes > Areas.
Models > Viewer > Actions > Tracking
Models > Viewer > Display Mode > Assemblies
Required Checked
Models > Viewer > Display Modes > Assemblies
Models > Viewer > Actions > Tracking
Models > Viewer > Display Mode > Categories
Required Checked
Models > Viewer > Display Modes > Categories
Models > Viewer > Actions > Tracking
Models > Viewer > Display Mode > Containers
Required Checked
Models > Viewer > Display Modes > Containers
Models > Viewer > Filters > Containers
Models > Viewer > Actions > Tracking
Models > Viewer > Display Mode > Packages
Required Checked
Models > Viewer > Display Modes > Packages
Models > Viewer > Actions > Tracking
Packages > Categories - Permission to one or more more Packages
Models > Viewer > Display Mode > Purchasing
Required Checked
Models > Viewer > Display Modes > Purchasing
Models > Viewer > Actions > Tracking
Packages > Categories - Permission to at least one Package Category
Models > Viewer > Display Mode > Tracking
Required Checked
Models > Viewer > Display Modes > Tracking
Models > Viewer > Filters
Unless one of the following Filters options are checked, the Models > Viewer > Filters tool will not display.
Models > Viewer > Filters > Areas
Required Checked
Models > Viewer > Display Modes > Areas.
Models (Read Only and Editable options) - The Models tab includes the Model Viewer and is the main area to filter, view, and take actions on model items.
Models > Viewer > Filters > [Filter] (Read Only) – The FILTERS options on the left side of the page gives the user different ways to filter the model. Permission can be given to each individual filter or click the Filters checkbox to give access to all filters.
Models > Viewer > Display Mode (Read Only) - The DISPLAY MODE options in the center of the page gives the user different ways to display the model from a Normal view to a view that displays part colors by either Areas, Categories, or Tracking.
Models > Viewer > Actions (Editable) - The ACTIONS options on the right side of the page gives the user different actions that update the STRATUS database. These actions include adding selected items to an Area, Assembly, Category, Package, or Tracking Status. In addition, Attachments for a selected item can be viewed.
Models > Viewer > Toolbar (Editable) - The vertical Toolbar on the right side of the viewer gives users access to unique tools including Grid Offset Measurement and Grid Display (Read Only), Select Connected (Read Only), Properties (Read Only), Control Point Display and Panel (Editable).
Packages (Editable and Read Only) - The Packages tab includes a Dashboard, Schedule, Status Board, Categories, and Package Details for each package.
Package > Dashboard (Editable) - The Packages Dashboard tab displays information about each Package in the project / model including the number of assemblies, estimated hours, and tracking status. Permission options include the ability to generate a Cut List, export Points (if available), download a .MAJ file (if available) and delete the Package. Each can be individually permissioned.
Packages > Status Board (Editable) - The Packages Status Board tab displays package Kanban cards.
Use the Drag & Drop permission to control whether or not a user can “Drag & Drop” a package from one status to another in the Packages Status Board.
Assemblies (Read Only) - The Assemblies tab includes a Dashboard and Viewer. Creating a new assembly in STRATUS can update the Revit model if the modeler imports the model back into Revit and then publishes the changes. Assemblies created in Revit cannot be edited.
Assemblies > Dashboard (Editable) - The Assemblies Dashboard tab displays a Dashboard grid that includes a list assemblies by project, model, type, status, and tracking log. A project role with the Delete permission can delete assemblies.
Assemblies > Viewer (Read Only and Tracking status changes) - The Assemblies Viewer tab displays a 3D view of the selected assembly on the left and tabbed options (Parts, Sheet, Report, Notes, and Attachments,) on the right. Along with Parts tab comes the permission to Send Cut List to TigerStop or Export to TigerStop the selected parts if TigerStop software has been installed. A project role with the Tracking permission enables users to change the Tracking status of the assembly.
Assemblies > Viewer > Numbering and Dimensioning - Numbering and Dimensioning permissions can now be set to be visible but not modifiable per project role.
Divisions - Filter which project roles can access specific Divisions. See Divisions (Admin) for more information.
Package Categories - Filter which project roles can access specific Package Categories. See Package Categories (Admin) for more information.
Tracking Statuses - Filter which project roles can access specific Tracking Statuses. See Tracking Statuses (Admin) for more information.
Projects > Deliverables > Viewer - The Viewer project role for Project Deliverables is only used to control the display of notifications which impact deliverables (Ex. deliverable definition changes, new model published, bim areas modified, and more).
Models > Viewer > Toolbar
Unless one of the following Toolbar options are checked, the Models > Viewer > Display - Item Numbers Toolbar will not display.
Models > Viewer > Toolbar > Numbering
Models > Viewer > Toolbar > Numbering > Bulk Delete
Required Checked
Models > Viewer > Toolbar > Bulk Delete - the Bulk Delete - Delete All Item Numbers and Tags button and flyout buttons Delete Part Item Numbers and Delete All Tags will display.
https://gtpservices.atlassian.net/browse/SPVR-15020
Models > Viewer > Toolbar > Tagging > Display
Required Checked Display. When any option is checked, Display is automatically checked.
Tagging - Checks all tagging options
Display - Displays the Display - Item Numbers Toolbar button. When clicked, Item Numbers and Tags previously placed by a user with Project Role permissions will display.
Bulk Create - Displays the Create icon and when clicked?.
Bulk Delete - Displays the Delete icon and when clicked, displays the Delete All Tags prompt.
Custom Tags - Displays the TAG button and when clicked displays the Annotation Tags dialog.
Delete - The Delete option will display.
Move - The Move option will display.
Videos
02/25/2021 CSG Webinar: Setting Up Project Roles
00:00 Release Notes Review
05:00 Project Roles
20:50 Tracking Status and Divisions
STRATUS 07/16/2020 Implementation Webinar - Project Role Setup/Interface (13:15)
0:21 Admin > Company > Settings > Project Roles
1:45 Project Roles are assigned to users at the project level
2:42 Desktop > Publish
4:24 Models > Viewer > Filters
5:30 Models > Viewer > Display Modes
5:43 Assemblies > Dashboard
6:00 Assemblies > Viewer > Numbering & Dimensions
6:44 Packages > Categories - High-level permissions as to what a user can see
8:05 Divisions - High-level permissions as to what a user can do
9:51 Tracking Statuses - Granular permission as to what a user can view at the assembly and package level.
12:00 Test project role permissions under Account > Company > Override Project Roles for Testing
© Copyright 2022 GTP Services, LLC All rights reserved. | About | Contact