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AVEVA™ Contract Risk Management - Company Portal

Access Best Practice Libraries and Contract/Stage Gate Configuration

Access Best Practice Libraries and Contract/Stage Gate Configuration

  • Last UpdatedJan 02, 2024
  • 3 minute read

Access the Organization Best Practice Library

  • Anyone can view the Organization Best Practice Library.

  • Only users with the Maintain Organisation Best Practice Library permission can edit the contents of the Organization Best Practice Library.

To view the Organization Best Practice Library:

  1. Open the navigation bar. If necessary, click the Manage tab.

  2. Under Organisation Standards, select Organisation Best Practice Library.

    The Best Practice Library is displayed.

Access a business unit Best Practice Library

  • Any user who belongs to the business unit or has the Access Across All Business Units permission can view a Business Unit Best Practice Library.

  • Any user with Application\Manage Business Unit Best Practice Library permission can edit the contents of the Best Practice Library only in their assigned Business Unit.

  • Any user with Access Across Business Units AND the Application\Manage Business Unit Best Practice Library permissions can edit the items in the Best Practice Libraries of ALL Business Units.

To view the Best Practice Library for a business unit:

  1. Navigate to the business unit home page.

  2. Click Embedded Image (65% Scaling) (LIVE) and select Best Practice Library from the menu.

    The Best Practice Library is displayed.

    Access a project/dept Best Practice Library

    • Any user who belongs to the project/dept can view its Best Practice Library.

    • Only Project Administrators can edit the contents of the Project/Dept Best Practice Library.

    To view the Best Practice Library for a Project/Dept:

    1. Navigate to the Project/Dept Home page.

    2. Click Project/Dept Actions, and select Best Practice Library from the menu.

      The Best Practice Library is displayed.

      Access the Contract Configuration page

      Users with the following contract roles can view the Contract Configuration page:

      • Contract Owner

      • Contract Administrator

      • Contract Requestor

      • Contract Budget Holder

      • Contract Process Owner

      • Contract Auditor

      • Company Representative

      Users with the following contract roles can change the contract configuration:

      • Contract Owner

      • Contract Administrator

      • Contract Process Owner

      • Company Representative

      To view the Contract Configuration page:

      1. Navigate to the home page of the contract or framework agreement you want to view the configuration for.

      2. Click Embedded Image (65% Scaling) (LIVE) and select Contract Configuration from the menu.

        The Contract Configuration page is displayed.

        Access the Stage Gate Configuration page

        Only tender administrators can view and edit the Stage Gate Configuration.

        To view the Stage Gate Configuration page:

        1. Navigate to the home page of the tender you want to view the stage gate configuration for.

        2. Click Embedded Image (65% Scaling) (LIVE) and select Stage Gate Configuration from the menu.

          The Stage Gate Configuration page is displayed.

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