Administrators can configure responsible system positions within this section.

In order to add a new system position, first select the relevant workflow and click on Add Position button.

Select the System Position from the dropdown and click Insert.

If a user has permission to ‘view’ a particular IPM list item(s). Then user should be able to navigate to those list(s) only.  

Based on the permission configured for the list screen,

1. If ‘add‘ permission is not given, then Add List Item button will be disabled.

2. If ‘edit’ permission is not given, then Edit button will be disabled.

3. If ‘delete’ permission is not given, then Delete button will be disabled.

IPM administrator is the super role within the application hence users with this permission will be able to access all areas of the all the IPM lists (these users do not have to be included in the IPM list areas again).

List Items can be marked Active/Inactive.

This will be applied to all the list items which are used in different objects (Project Details, Custom, Gantt etc.)

IPM List Items will be available based on visibility configuration. The custom lists displayed in the project area are the list items which are marked 'Active'.

Only the ‘Active’ list items (where the checkbox is ticked) will be displayed in the end user's dropdown.

When an active list item is made inactive after using it for a project(s) then that list item will remain as it is in those projects.

The selected inactive list items will be displayed when the dropdown is expanded for that project and the user can select a different list item if needed.

Example 1: If a list item is used for a project (I.e. ‘Roads & Infrastructure’ list item is selected from Asset Management Plan List dropdown for the Road Assets project and saved by the user) and later ‘Roads & Infrastructure’ list item is made inactive, then when the Road Assets project is accessed by the user and when Asset management Plan list dropdown is expanded, the user will see the ‘Roads & Infrastructure’ list item.

Example 2: List 1 items ABC, 123 and XYZ are made inactive. The user for Project 1 has previously selected ABC from List 1. If the user wants to change the selected item for List 1 in Project 1, only ABC + other active list items will be shown for list 1, therefore items 123, XYZ will not be shown. After selecting a different list item (other than ABC) and saving it. And upon next viewing the list 1 items for Project 1, ABC, 123 and XYZ list items will not be available in list 1 for Project 1.

This setting allows IPM Administrator to define custom lists which can be configured for 'Project Details' object, 'Task Planning' object as well as the Custom Object for selection.

Follow the steps below to configure the IPM Lists settings.

• STEP 1: Go to Framework > Project Settings > IPM lists.

• STEP 2: Click any one of the lists to access the screen depicted below and click the Add New List Item.

Open

Figure 3.1

• STEP 3: Enter the required data. 

• STEP 4: Click Insert. Use Edit to modify the custom list name. Use Delete to remove an existing item.

• STEP 5: List can be made active or inactive using the check box against each list item. By default, all list items are active and user with correct permission to this area can make a list item inactive.

Open

Figure 3.2

Only the ‘Active’ list items (where the checkbox is ticked) will be displayed in the dropdown.