Projects Configuration Tab

Use this area to specify how often you want schedules for this project to be uploaded and the length of each reporting period.

The Window Close Date is calculated by adding the number of days listed in the Upload Window field to the Reporting Period.

For a description of the fields and menus above the tabs, see Projects Common Fields.

Field Description
Reporting Period
Specify the frequency at which you want schedules for this project to be uploaded.
  • Weekly: The reporting period end date is always a Friday.

  • Biweekly: The reporting period end date is calculated by subtracting 1 from the Start date of the biweekly periods date to get the first end date. After that, the Window Close Date is every 14 days.

  • Month End: The reporting period end date is always the last day of the month.

Start date of the biweekly periods This field displays when you select a Biweekly reporting period. Enter a start date for the first biweekly period.
Upload Window (Calendar Days) Enter the number of calendar days that you have, after the reporting period ends, to upload your schedule before Window Close Date.
  • If you select a Weekly reporting period, you can select a number between 1 and 7.
  • If you select a Bi-Weekly reporting period, you can select a number between 1 and 14.
  • If you select a Month End reporting period, you can select a number between 1 and 31.

Templates

Field Description
Field Mapping Template

View the associated field mapping template, or select the field mapping template that you want to use for the project. When you click the field mapping template name, Touchstone displays the template in the Field Mappings view. If you do not have rights to view the template, a message displays letting you know.

Touchstone uses a standard import template to import data from schedule projects. However, it also allows you to custom map any data in the project file.

The field mapping templates are defined in Templates > Field Mappings.

Acceptance Criteria Template

View the associated acceptance criteria template, or select the acceptance criteria template that you want to use for the project. This is a required field. When you click the acceptance criteria template name, Touchstone displays the template in the Acceptance Criteria view. If you do not have rights to view the template, a message displays letting you know.

The acceptance criteria operate at the project level; that is, each project is associated with an acceptance criteria template that includes the metrics used to evaluate the submittals. When you submit a schedule in the Submittals view, Touchstone uses the acceptance criteria to determine if the schedule is accepted or rejected.

If you delete an acceptance criteria template that is associated with a project (Templates > Acceptance Criteria), that project will no longer display in the Submittals view and the submitter will not be able to upload a schedule. To avoid this issue, if the acceptance criteria template that you have selected for this project is deleted, you must select a different template in this field.

The acceptance criteria templates are defined in Templates > Acceptance Criteria.