Company Configuration
Company Configuration
Everything needed to configure a company in Modunex: from the contact directory to approval workflows. This configuration acts as the base that all of the company's projects can inherit.
Everything needed to configure a company in Modunex: from the contact directory to approval workflows. This configuration acts as the base that all of the company's projects can inherit.
For: Company Administrators · Account Owner
Section contents
| Subsection | Description |
|---|---|
| General | Company settings, branding, preferences, and account information. |
| Directory | Companies, vendors, contacts, and distribution lists. |
| Workforce | Users, roles, and job titles. |
| Permissions | Permission groups, user permissions, and role permissions. |
| Data Standards | Locations, disciplines, packages, and areas. |
| Customization | Custom fields, fieldsets, and statuses. |
| Workflow Management | Workflow templates, responses, and rules. |
Financial Management
The following pages document the company-level financial modules and integrations.
| Page | Description |
|---|---|
| Financial Overview | Budget vs. actual cost dashboard by fiscal year. |
| Actuals | Register of real expenses and income. |
| Budget Planning | Corporate budget books and revisions. |
| Catalogs | Master data that powers financial selectors. |
| Integrations | Connections with external platforms (Procore). |