Transition to a Live Company: Verify Field Management Settings

Verify Field Management settings when going live with your test company.

See Transition a Test Company to a Live Company for more details.

Billing Compiler

  1. Select Admin > Portal Settings > Billing.
  2. Under General Configuration, enable the applicable live companies in the setting AR Billing Companies to include.

Daily Huddles

  1. Select Admin > User Access.
  2. Ensure that the appropriate users have access to Daily Huddle (under Field Tools) for your live company.
  3. Select Admin > Portal Settings > Daily Huddle > General Configuration.
  4. Ensure that the Employee Group assigned to Daily Huddle Admin Group is assigned to your live company.

Daily Reports

  1. Select Admin > User Access.
  2. Ensure that the appropriate users have access to Daily Reports (under Field Tools) for your live company.
  3. Select Admin > Portal Settings > Daily Reports > General Configuration

  4. Enable the appropriate companies in the portal setting List of companies to include for Daily Report Input (comma separated).

Equipment

  1. Select Admin > User Access.
  2. Ensure that the appropriate users have access to Equipment for your live company.
  3. Select Admin > Portal Settings > Equipment > General Configuration.
  4. Enable the appropriate companies in the portal setting Enable EM Companies for Equipment Functionality.
  5. Ensure that the Employee Groups assigned to the following portal settings are assigned to your live company:
    • User Group for Jobsite Equipment Admin
    • User Group for Mechanics

Job Assignment

  1. Select Admin > User Access.
  2. Ensure that the appropriate users have access to Job Allocation (under Field Tools) for your live company.

Project Issues

  1. Select Admin > User Access.
  2. Ensure that the appropriate users have access to Issues (under Field Tools) for your live company.
  3. Select Admin > Portal Settings > Show Advanced Settings > Issue Tracker.
  4. Under General Configuration, enable the appropriate companies in the portal setting PM Companies to include for Project Issues.
  5. Ensure that the Employee Group assigned to the portal setting Employee Group to control whether user can close Issue includes employees in your live company.

Progress Entry

  1. Select Admin > User Access.
  2. Ensure that the appropriate users have access to Progress Entry (under Field Tools) for your live company.
  3. Select Admin > Portal Settings > Progress Entry > General Configuration.
  4. Enable the appropriate companies in the portal setting JC Companies to include for Progress Entry (comma separated).
  5. Ensure that the portal setting User Group to enable Progress Entry Submission includes employees in your live company.

Purchase Orders

  1. Select Admin > User Access.
  2. Ensure that the appropriate users have access to Purchase Order options for your live company and for the appropriate License Type.
  3. Select Admin > Portal Settings > Purchase Orders > Company Restrictions.
  4. Enable the appropriate companies in the settings shown.
  5. Select General Configuration.
  6. Ensure that the Employee Group assigned to the portal setting Employee Group for PO Admins / Purchasing Dashboard access includes employees in your live company.

Resource Planning (Add-on)

  1. Select Admin > Portal Settings > Show Advanced Settings > Resource Tracking.
  2. Enable the applicable live companies in the following settings:
    • EMCo to enable for Equipment Resource Assignments (comma separated)
    • HR Companies to enable for Asset Assignment (comma separated)
    • JC Companies to enable for Job Assignments (comma separated)
    • PR Companies to enable for Employee Resource Assignments (comma separated)