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 ...
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 men ...
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” ...
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 m ...
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 Pr ...
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. T ...
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 Syste ...
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 mor ...
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 I ...
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 Item ...
