Acumen Touchstone 8.2.1 Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Projects Access Control Tab

When a user is granted access to a program, they can see the selected program but they cannot automatically see any of the associated projects. If you want them to have access to one or more of the associated projects, you must add them to the Access Control List grid on this tab.

Note: Only users and groups that have been set up in EPM Security Administrator and assigned to a Submitter license (Submitter List grid) or named license (both grids) display in the drop-down fields on this tab.
To edit these fields, you must be one of the following:
  • The project owner
  • A member of the SYSADMIN group
  • A member of a group or a user that has been assigned the OWNER-DELEGATE role

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

Field Description
Owner This is the name of the project owner and is only editable on this tab. The name that displays is from the EPM Security Administrator (EPM SA) User General tab First Name and Last Name fields for the owner. If those fields are blank, it displays the EPM SA User ID name for the owner.

It is a read-only field in the Project's List view.

Only the owner and a member of the SYSADMIN group can edit this field. In edit mode, you can select a different name from the drop-down list. The list includes all users who have been assigned a named license in EPM Security Administrator.

When you make a copy of a project, you become the owner and this field changes to your First Name + Last Name or User ID.

Default Email Footer Template Use this field to select a custom email footer template for this project. For example, you may want to include your company contact details or logo in the email footer. The template you select applies to all emails for this project (for example, when the user receives a confirmation email for a project submittal).

If you leave this field set to <Default Template>, Touchstone uses the email template selected in the Default Email Footer Template field on the Email Footer Template tab in Settings > General. If you do not select a default template on the Email Footer Template tab, the emails will not contain a footer.

You can create the custom email footer templates using the options on the Email Footer Template tab.

Access Control List

Use this grid to assign access to individual users and to groups.

When you add a user or group, they can see the selected project but they cannot automatically see the program to which it is associated. If you want them to have access to the associated program, you must add them to the program Access Control tab.

Adding the WORLD group to a Project Access Control list does not allow users with a Submitter license to access the project in the Submittals hub.

The grid header includes the following icons:
  • : Click Filter in the grid header to filter the grid results. The grid updates to display the records that fit the criteria that you enter. A filter icon displays to the left of the column name to indicate that you are filtering by a value in that column. To hide the filter fields, click Filter again. To remove the filter criteria, delete the text from the filter field. The filter remains in effect as long as you are in that view. However, if you leave the view and then return, the filter is no longer in effect.
  • : ClickExport to download all data in the grid to a .csv file.
Field Description
User This list is sorted alphabetically by first name and includes all users who have been assigned to a named license. The list includes first and last name and user ID in parentheses. Select the user to whom you want to grant access. When you select a user, the Group column is disabled.
Group This list includes all groups listed in EPM Security Administrator and is sorted by group description. Select a group to whom you want to grant access. When you select a group, the User column is disabled.
Role

This list includes all roles listed in EPM Security Administrator and is sorted by role description. This is an optional field. If you do not select a role, Touchstone will use the user's/groups Primary Role specified in EPM Security Administrator.

The OWNER_DELEGATE role gives a user or a member of a group the same rights as the owner, including the ability to edit the access control information. It does not allow the user or group member to change the owner.

Read Only Select this check box if you want to limit the user or group to read-only access. If a user or group has Read Only access for a project, they cannot upload a schedule for that project.
+ Add Row Click to add a new row to the grid.
X (Delete)

When you hover over a line in the Access Control List grid, an X displays on the right side of the line. Click the X to remove the user or group from the list. The user or group will no longer have access to the project.

Submitter List

Use this grid to list the users who are submitters for the selected project. Users who are listed in the Access Control grid above are able to upload a schedule and do not need to be listed in this grid. Submitters (users) who are not listed in the Access Control grid must be listed in this grid in order to upload a schedule.

When you add a row, you can select a user with either a submitter license or a Touchstone license.

The grid header includes the following icons:

  • : Click the email icon in the header to email everyone in the grid. To email an individual, hover over the row and click the email icon that Touchstone displays to the right of the users name.

    If you click the email icon and one or more of the submitters does not have an email address in EPM SA (or if you don't have an email address), Touchstone displays the Missing Email Addresses message box. The email icon is disabled if there are no Submitters in the grid.

  • : ClickExport to download all data in the grid to a .csv file.
Field Description
Submitter This column lists the first and last name plus user ID of the submitter.
+ Add Row Click to add a submitter to the grid. The list includes all users with either a submitter license or a named license.
X (Delete) When you hover over a line, an X displays to the right of the line. Click to delete the row.
(Email)

To email an individual, hover over the row and click the email icon that Touchstone displays to the right of the users name. To email everyone in the grid, click the email icon in the grid header.

If you click the email icon and the submitter does not have an email address in EPM SA (or if you don't have an email address), Touchstone displays the Email Address Missing message box.