All Users of CostOS are defined in the User Management.
To Access the User Management
- go to the top-right corner of the application page and click CostOS Administrator and then click User Management.
- To add a new CostOS user click on the + button
- To delete a CostOS user click on the - button and confirm in the pop up window the deletion
- When you want to add a user you must user's name, email. It is needed to have a unique username and a password. In the final step you should assign roles to this user.
| roles |
|
|---|
Administrator
| - Can Add / Edit/ Delete Users
- Can Add / Edit / Delete Users to Projects
- Can Assign Database Roles and Project Roles to
- Can Edit CostOS Global Properties
- Can Add/Remove Currencies
- Can Add Unit Aliases
|
| Create/Edit Users | - Can Add / Edit/ Delete Users
|
User | - Can Add/Edit Low Level Resources of his Cost Team (Equipment/Material/Labor/Consumable/Supplier/Subcontractor)
|
Open/Edit projects | - Able to Open Projects and work on Projects as well, but based on his Project Roles
|
Create Projects | - Can Create Project and be the Administrator of the created projects as well.
- Can Delete Projects
|
Location Factor Customization
| - Can Launch the Location Factors Dialog
- Can Update the Location Factors
|
Field/Formula Customization | - Can Launch Columns Customization Dialog
- Can Edit Columns Customizations and Formulas
|
Create/Edit Functions | - Can Add / Edit / Remove Functions
|
Create/Edit Assemblies
| - Can Add / Edit / Remove Assemblies and Cost Models
|
Create/Edit Resources | - Can Add / Edit / Remove Line Items and any other type of resource
|
CESCostTeam1 | - Users that have the same CESCostTeam role are assumed to belong to the same team. This means that the resources that they create can be edited, viewed and removed by every user in the same team.
|
| COS.MO publisher | - User will be able to publish in Cosmo projects format
|
| Create/Edit EPS | - User will be able to create and edit an EPS
|
| Create/Edit Layouts (Master Database) | - User is able to create/edit Layouts
|
| role.CESMediaLibraryWriter | - User is allowed to edit the CESMedia Library
|
| Create/Edit Global Project Variables Template | - User is able to create/edit PV Templates
|
Adding Users with Roles to a Project
At this stage the Project has only one user that is the Administrator of the Project. Project's Administrator has the ability to add more users
and administrators to Projects and also define roles for each one of them individually.
You have to select a project and on the bottom of the application page (tab User/Teams) you could add/delete users to this project and assign roles to the users as well.
| Project Roles |
|
|---|
Administrator | - Add/Edit/Remove Users in the selected Projects/SubProjects
- Assign BOQ Items to Estimators for Estimation
- Change the Estimator of a BOQ Item from one to the other
|
Edit Escalation | - Allow this user to update the Material Escalation Rates of the Project
|
Edit Project Options | - Allow this user to change the Project Properties and store them to the database (save is allowed)
- Edit General Expenses, Markups, Factors
|
Add/Edit Takeoffs | - Allow/Disallow Takeoff dialogs for this user
|
Estimator | - The user can be assigned BOQ items for estimation
|
Send Request for Quotes | - Allow this user to send RFQs
|
Submit Quotes | - Allow this user to submit back RFQs
|
Award Quotes | - Allow Awards
- Allow Supplier/Subcontractor Comparison
- Allow Quotes Management
|
WBS | - Allow this user to update the Project WBS
|
Add BOQ Items | - Enable/Disable Addition of BOQ Items by this user(by all means Local/Online Database, Takeoff, Assembly)
|
Remove BOQ Items | - Allow / Disallow this user to remove his BOQ Items
|
View all BOQ Items | - By setting this role, the user can see the complete BOQ Table, by deselecting it the user can only see the BOQ Items that are assigned to the user for estimation
|
Project variable user | - Can open the project variables dialogue and use the existing template
|
Project Variable Designer | - Can open the project variables dialogue and edit the existing template or create a new template or modify the existing templates
|
Project Variable Viewer | - Can open the project variables dialogue and view the existing templates
|
| Edit BOQ-Items | - Allow the user to change/edit BOQ Items within the BoQ Table
|
| Edit Resource | - Allow the user to change/edit Resource Items.
|
| Edit Exchange Rates | - Allow the user to change/edit Exchange Rates.
|