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Setup Project Default Groups

Objective

The objective of this document is to provide detailed view on project default groups. It details:

  • How to create groups?

  • How to edit groups?

  • How permissions are set on groups?

  • Where these groups are displayed?

  • Purpose of groups?

Overview​

Project default groups allows to create and display groups/stakeholders on Stakeholders Master.

Only Basesite team member with ‘Global Admin’ role has the permission to create project default groups.

Project Default Group Dashboard​

Grid Attributes

  1. Project Group Name: The list of all project groups is displayed in this column

  2. Mapping Type: This field displays the Mapping type: User, Company

  3. Group Type: It displays the Group Type

  4. Project Group Mapping: It displays the information respective to the groups:

    • User Groups- It will display the users within the User group assigned on the project.

    • Company groups- It will display the Companies within the Company group assigned on the project.

  5. Action:

    • *Activate/Deactivate group from stakeholder master-*It allows to activate/ deactivate groups from dashboard view on stakeholder matrix.

    • Edit field- It allows to edit the respective group

Groups are categorised into two categories:

  1. User Group - User groups are created for user roles such as AE Design lead, Trade Electrical User, Trade Mechanical User, PM, Tool Owner, Area Coordinator, CMS PM, CMS CC etc

  2. Company Group-

2.2.2  Add Project Group- User Group​

User group creates a group of all the users mapped to the associated project role within the project.

E.g: Select Project Group is “AE Design Lead”, Associate project role is “AE Design lead” within the project “RA-D1”. All the users having project role “AE Design lead” within RA-D1 will be grouped here.

Steps

  1. Select Project Group: The name of the project group is selected from the dropdown or new project group can be created. Group with same name cannot be created again

  2. Associate a Project Role: Project Role (User) to be associated with the Project Group is selected.

  3. Allow Multiple User Selection for Stakeholder Master List: Allows to auto-select more than one user.

  4. Choose Company Group: It allows to select the parent Company group available for the selected Project Group. Values in dropdown will be the company groups created within the Project in Project default groups.

  5. Choose Discipline: It allows to select the discipline associated with Project group.

  6. Choose Administrator Role: It allows to select the role of Administrator. Only the administrator will have the permission to edit, delete, add to the selected project group in “Stakeholder Matrix-update”. Values in dropdown will be all the active roles within the Project.

2.2.3  Add Project Group- Company Group​

Company Group creates a group of companies working in specific area.

 E.g: Select Project Group “Trade Mechanical” within the project “RA-D1” is being created. All the companies assigned as Trade Mechanical to the project RA-D1 will be grouped here.

Steps

  1. Select Project Group: The name of the project group is selected from the dropdown.

  2. Discipline: It allows to select the discipline associated with Project Group.

  3. Choose Administrator Role: It allows to select the role of Administrator. Only the administrator will have the permission to update the selected project group (Company Group) in “Stakeholder Matrix”. Dropdown will display all the active roles within the project.