All Users of CostOS are defined in the User Management.
To Access the User Management console, 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.
Then add user's name, email. You should have a unique username and a password. In the final step you should assign roles to this user.
To delete a CostOS user click on the - button.
In order your changes to take effect you should click on “Save”
to Add this user in
the list of
Data
users.
If you don’t
want to allow full database access roles to this user then you must specify the
roles that you want for this user. You can select 2 or more roles by pressing down your
keyboards CTRL button and then selecting the roles with your
mouse.
Here is a Refer
ence GUIDE of all available roles
and what they do:
Administrator
1.
Access to User Management Console
2.
Can Add / Edit/ Delete Users
3.
Can Add / Edit / Delete Users to Projects
4.
Can Assign Database Roles and Project Roles to
Users
5.
Can Edit CostOS Global Propertie
s
6.
Can Add/Remove Currencies
7.
Can Add Unit Aliases
User
1.
Can Add/Edit Low Level Resources of his Cost Team
(Equipment/Material/Labor/Consumable/Supplier/Su
bcontractor)
Open/Edit projects
1.
Can Open Projects and work on Projects as well, but
based on his Proje
ct Roles
Create Projects
1.
Can Create Project and be the Administrator of the
created projects as well.
2.
Can Delete Projects
Location Factor
Customization
1.
Can Launch the Location Factors Dialog
2.
Can Update the Location Factors
Field/Formula Customization
1.
Ca
n Launch Columns Customization Dialog
2.
Can Edit Columns Customizations and Formulas
Create/Edit Functions
1.
Can Add / Edit / Remove Functions
Create/Edit Assemblies
1.
Can Add / Edit / Remove Assemblies and Cost
Models
Create/Edit Resources
1.
Can Add / Edit / R
emove Line Items
and any other
type of resource
CESCostTeam1
-
50
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 te
am.
2.
COLLABORATION
IN
PROJECTS
CostOS
6
provides two storage types of Projects
Single User Projects
and
Multi User
Projects.
At any time Multi User Projects can be saved as Single User Projects and Single
User Projects can
be converted to
Multi User
Proj
ects using the Merge Utilit
y.
Single User Projects are different from Multi User Projects in that they are stored on a .cep
file, while Multi
-
User Projects are kept centrally on a server database either (SQL Server).
One of their main differences is that
Single User Projects need to be saved every time a
change is performed while
changes in
Multi
-
User Projects
are stored immediately on the
database.
2.1
Creating Multi
-
User Projects for Collaboration
Multi
-
User Projects require that an external database server
is up and running. Currently
CostOS supports the following database servers:
-
SQL Server 2008 and onwards
-
Click the Add button to create a new project and then follow the screenshots to
specify the details accordingly.
-
After you are finished click
Co
nnect
.
This database can be opened by many estimators at the same time
.
You can distinguish which is a CEP File
Single User
Database and which is a Multi User
Database by adding the Database Server column in the Project/Sub
-
Projects panel:
2.2
Adding User
s with Roles to a Project
At this stage the Project has only one user that is the Administrator of the Project. The
Administrator has the ability to add more users
and administrators
to Projects
and also define
roles for each one of them individually.
I
n the dialog that appears please select the user id that you want to allow access to your
project and also start assigning roles for this user by checking them:
The following is a Reference Guide of Project Roles applied both in Single User and Multi
-
Us
er Projects:
Administrator
1.
Add/Edit/Remove Users in the selected Projects/SubProjects
2.
Assign BOQ Items to Estimators for Estimation
3.
Change the Estimator of a BOQ Item from one to the other
Estimator
1.
User that can be assigned BOQ items for estimation
Vie
w all BOQ
Items
1.
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
him
for estimation
Add BOQ Items
1.
Enable/Disable Addition of BOQ Items by this user(by all means
Local
/Online Database, Takeoff, Assembly)
Edit BOQ Items
1.
Allow / Disallow this user to edit his BOQ Items directly in the
BOQ Table
Remove BOQ
Items
1.
Allow / Disallow this user to remove his BOQ Items
Edit Project
Options
1.
Allow this user to change the Projec
t Properties and store them to
the database (SAVE IS ALLOWED BY THIS ROLE)
2.
Each time a user clicks save on a Multi
-
User Project the Project
Properties are only being send to the Project Database for update.
3.
Edit General Expenses, Markups, Factors
Edit Re
source
1.
Allow the user to edit resource assignments in the BOQ Table
directly
Add/Edit
Takeoffs
1.
Allow/Disallow Takeoff dialogs for this user
WBS
1.
Allow this user to update the Project WBS
Edit Exchange
Rates
1.
Allow this user to update the Exchange Rates of
the Project
Edit Escalation
1.
Allow this user to update the Material Escalation Rates of the
Project
Send Requests
for Quotes
1.
Allow this user to send RFQs
Submit Quotes
1.
Allow this user to submit back RFQs
Award Quotes
1.
Allow Awards
2.
Allow Supplier/Subcont
ractor Comparison
3.
Allow Quotes Management
Project Variable
Designer +
Project Variable
User
1.
Can open the project variables dialogue and edit the existing
template or create a new template
or modify the existing templates
.
Project Variable
Designer +
Pro
ject Variable
User
1.
Can open the project vari
ables dialogue and only view
the
templates
.
2.3
Assigning BOQ Items to Estimators
Only the user with the Administrator role is capable of assigning BOQ Items to Estimators. In
the case where Estimators are allowed
to Add Items by their own then they are automatically
becoming the estimators of the items that they create.
To see who the estimator of an Item is, you need to bring in the Estimator column as shown
in the image below:
Supposing now that you need to as
sign some items to another estimator, then the only thing
you need to do is select these items, right click and Project User Management > “estimator
name” as shown in the screenshot below: