Topic Overview
- Access opportunity settings
- Open master data in the Plan module
- Manage users and roles
- Manage calculation templates
Access opportunity settings
Project opportunities now have a dedicated settings page where you can access and manage your opportunities.
- Open Opportunity settings in the sidebar (next to Master data).
- Alternatively, click the gear icon in the opportunity switcher.
- You will now see a filterable and editable table of your project opportunities and can save views.
- To create a new project opportunity, click the + Add project opportunity button.
Open master data in the Plan module
In the master data of the Appraisal module, you can manage basic account and calculation data.
- Open Master data in the sidebar.
Manage users and roles
Note:
Only users with the account role Admin can view user management and invite new users.
Access to Appraisal is controlled exclusively via account roles. The available roles are Admin, Regular user, and External user.
- Open Master data in the sidebar.
- Click on User management.
- You can view, filter, edit, and export the user table, as well as save views.
- To invite a new user directly to Appraisal, click the + Add user button.
Manage calculation templates
Note:
The calculation template management pages are restricted to admins only. Regular users can no longer see the pages, but can still select any template when creating an opportunity or calculation.
In the calculation data section, you can manage the templates for your project calculations.
- Open Master data in the sidebar.
- Click on Calculation templates.
- You will see a filterable table of your calculation templates.
- To create a new template, click the + Add calculation template button.