In this Admin Guide, we’ll cover OAE Assembly – creating and managing Assembly Types, and defining custom properties and units. See also the User Guide for OAE Assembly. OAE Assembly Types OAE Assembly Types define the different types of Assembly Items that can be created, including the specific properties that can be us ...
In this Admin Guide, we cover OAE Calculators – how to create, categorize, and configure them, plus using math operators, units, and prefixes. See also the User Guide for OAE Calculators. To navigate to the OAE Calculators page, click on the Settings menu at the top left, and click on Calculators. Creating OAE Calculators ...
In this Admin Guide, we cover OAE User Permissions – understanding the permissions scheme, configuring project and global permissions, designating sensitive projects, and more. Overview of User Management OAE User Permissions takes a “least permissions” approach to User Management. This means that anyone that is added to t ...
In this Admin Guide, we cover OAE Taxonomies & Flags – adding new ones, working with Taxonomy properties and objects, and configuring Flags. OAE Taxonomies OAE Taxonomies establish different ways to group and classify projects in OAE. For instance, you might create Taxonomies for a customer, asset, or project type. By defa ...
In this Admin Guide, we cover OAE Projects – creating and importing new ones, updating project settings, and more. Creating New OAE Projects To create a new OAE project, click the Add Project button from the top right corner of the Dashboard. The Add Project window will appear. Here there are 3 tab options to select [&hel ...
In this Admin Guide, we cover OAE Rate Cards – configuring defaults, math, subtypes, adding/deleting, and more. Default Rate Cards Default OAE rate cards are associated with a specific default Structure, so they are inherited by each newly created project. The Default Rate Cards can be reviewed and edited in their tab in Syste ...
In this Admin Guide, we cover OAE Structures – understanding them, using defaults and calculated columns, and organizing your Structures. OAE Default Structures OAE Default Structures can be reviewed and edited by admins in the Default Structure tab in System Settings. Default Structures define the structure that each newly-cr ...
In this User Guide, we’ll cover using the OAE Assembly functionality to more efficiently build your estimates using standard “building blocks” that have been defined by administrators. Overview The OAE Assembly functionality provides estimators a more efficient way to build their estimates using known quantities per un ...
In this User Guide, we’ll cover using the OAE Distribution functionality to spread the hours or costs from a particular Work Item across other Work Items in the estimate. The OAE Distribution functionality allows users to complete an estimate in a Work Item, and then distribute the values from that estimate across other Wo ...
In this User Guide, we cover OAE multi-period projects – assigning Work Items to a Period, and using them in filters and in fiscal year summaries. OAE Multi-Period Projects For long and/or complex projects, it can become unwieldy to have one set of Work Items, Rate Cards, and reporting – when many of those only […] ...
