Adding a new Workspace

If you used the Guided Setup some of these attributes will already have been set for you. There are two locations in RoundhousePM to create a new worksspace:

1. The Administration Workspace, and
2. The Add Workspace screen. This is what we will review below.

Step 1 – Workspace Name and Level

Step 2 – Workspace Users

In this area you can select the names of the existing users that have access to this workspace. If a user is not a member of your pyramid you must add them by invitation or by adding them manually. For more information on this see Adding Users.

*Easily Finding Users. As your pyramid grows and the number of users grow, you may have hundreds of users. Use the Search box to find an individual name or search for a company name which will display all users of a particular company allowing you to easily select the ones you want.

Step 3 – Modules of the Workspace

In this area select which Modules are part of this workspace.

Note: The screen above is from TestDrive and contains names of modules which are duplicates of the Documents module.

*Module Access Eventhough a module appears in a workspace it does not mean that all users will have access to that module. Each module contains an over-riding attribute that allows the administrator to select which User Groups have access to a module. So, if you have made a duplicate of the Documents module to contain only Architect/Client contracts, and the module only allows architect users and owner users to have access, then eventhough the module is active within the workspace other users such as Contractors or SubContractors will not have access.

Workspace Summary Page Layout

In this area you define which elements are to appear on the Summary page.

Upper Left Image – Upload logos, renderings or what ever type of graphic you want to appear on the Summary Page.

*Image Proportions – Experiment with the images you upload. These do not have to be a standard 4:3 landscape image. Roundhouse PM allows you upload tall images that might make your Summary Page more dynamic.

Left side text box – This text field can be used for a variety of information but is typically for things like project numbers, etc.

**Spacer *- If you utilize the location map or weather feature, you may find that these graphics look better further down the page because they crowd the upper left graphic. To move the map or weather image down the page, simply enter returns in this field.

Map

If you enter an address here a map will display with a pin marking the address location.

Weather

If you enter a zipcode the current weather will appear appear on the Summary page.

Main Text Box

At the top of this box you can select the header text. The choices are: Introduction, Welcome *and *Instructions to Bidders.

In the large text box you are free to enter any text that you may like and format the text using the tools provided.

Modules and Open Items

In this area you can select which items you want to display on the Summary page. Only the Announcements module allows you to select the number of most recent items you want displayed. The remaining modules, if displayed, will show all open items.

Next: Users →