9 docs tagged with "configuration"

Quality checks that validate Primavera configuration attributes — activity type, percent complete type, duration type, and constraint types.

Tutorial for defining org-level custom metadata fields, setting option codes, marking fields as required, and verifying the configuration in the document form.

Create and configure custom metadata fields in Kazinex Workflows — field types (dropdown, text, date, toggle), option codes, required fields, and display order.

Overview of the five mail sub-systems in Kazinex Workflows — signatures, templates, type configuration, distribution rules, and approval rules.

Create, edit, and manage mail signatures in Kazinex Workflows — set personal, project, and organisation-level sign-off blocks for outgoing correspondence.

Create and manage reusable body-text templates for correspondence in Kazinex Workflows, reducing drafting time for common correspondence types.

Overview of metadata configuration and document numbering schemes in Kazinex Workflows — custom fields, auto-numbering, and organisation vs project scope.

Configure how Kazinex maps and validates Primavera P6 activity types, percent complete types, duration types, and constraint types.

Tutorial for configuring an auto-numbering scheme for a new project in Kazinex Workflows — from agreeing codes to activating the scheme.