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Internal Company

As part of the configuration process you will need to edit some details about the internal company, i.e., self-referential to the business who is using ]project-open[. If you are starting with a fresh ]project-open[ system, and you have not nuked all system data, an example company named "TigerPond" comes as part of the installation and is modeled as a guide for your internal company.  We will proceed to edit the attributes of "Tigerpond" to reflect your internal company.

  1. Please click on the "Companies" tab 
  2. Use the left hand side filter to see all companies with status "Active" and type "Internal".
  3. ­

    image:screenshot_configuration_internal_company.gif

     

  4. Click on "Tigerpond" to see the company page.  From this page you will see links to further edit the company to reflect your internal company.  DO  NOT EDIT the "Company Nr" field, this must remain the same in order for the pre-configured demo data to work correctly with the internal company. 

­

If you do NOT see "Tigerpond" or are starting with a ]project-open[ system that is built from "scratch", you will need to

  1. Go to the "Companies" tab and click on "Add a new Company".
  2. Make sure the new company has status "Active" and type "Internal".

image:screenshot_configuration_internal_company_1.gif

 

Please note that failing to configure the internal company may result in the error message:

                                            "Internal Company Missing" 

because many actions and processes in ]project-open[ need to know about the internal company in order to function system wide.  

References


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