There is a new parameter form “Company parameters” introduced to configure default parameters for P-Project, WBS, Opportunity, Customer, Role prices and Default roles for specific legal entity.
Go to Settings > General > Company parameters
Details of the fields available on the Company parameters form are as follows -
| Fields | Description |
| Company | Select the Company to be configured, this will provide list of Finance and Operations legal entities for selection. |
| Auto-create P-project | If this parameter is set to Yes, then it will automatically create P-Project (Proposal project) when a new opportunity is created. |
| Auto-release P-project | If this parameter is set to Yes, then it will automatically release and sync P-project to Finance and Operations. If this parametr is set to No, a button will be available at opporunities form to release. |
| P-project id suffix | Define the suffix for P-project Id, which will be added to the Opportunity Id to create the P-project Id. |
| Default project group for P-project | Select one of the existing project group, which will be used as default project group for the P-project created from Opportunity. Note: The project group should be of type Internal. |
| Default p-project as header | If this parameter is set to Yes, the P-project created will be considered as header project. |
| Task level 1 is subproject | If this parameter is set to Yes, Project task created as level 1 will be converted to subproject. |
| Task level 2 is subproject | If this parameter is set to Yes, Project task created as level 2 will be converted to subproject. |
| Default parent project as header | If this parameter is set to Yes, default parent project is considered as header project. |
| Auto-create project when opportunity is won | If this parameter is set to Yes, Projects automatically created when the opportunities or opportunity lines are close as won. |
| Auto-release project when opportunity is won | If this parameter is set to Yes, then it will automatically release and sync projects to Finance and Operations. If this parametr is set to No, a button will be available at projects form to release. |
| Auto-create Quote for project draft | If this parameter is set to Yes, it will automatically create a quote when a new project draft is created from opportunity lines. |
| Default customer Group Id | Select one of the existing customer group which will be used as default value when the new customer is created from Project Operations. |
| Cost price list | Select one of the existing price list where “Context” is equal to “Cost”. |
| Sales price list | Select one of the existing price list where “Context” is equal to “Sales”. |
| Project Manager Role | Select the Role which will be used as default Project manager for this specific company. |
| Team Member Role | Select the Role which will be used as default Team member for this specific company. |
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Note – This configuration must be done for each legal entity planned to be integrated with Finance and Operations. |