Can another organization manage my project’s settings?

Understand the difference between Project Ownership and Project Admin rights, and the scenarios where they can be transferred to another organization.

What is a Project Owner?

The organization who purchases Oracle Aconex is the Project Owner. They are also known as the Oracle Paying Customer. 

What is Project Admin rights?

The organization which manages the project's settings is considered the Project Administrator. They configure the project behaviour, such as which mail and document types are available on the project. Learn more about what the Project Admin does.

Generally, the Oracle Paying Customer is also the Project Administrator.

Can I transfer Project Admin rights to another organization?

Yes. Sometimes you'll need to transfer the responsibility for managing the project's settings to another organization. This is useful if you want another organization to manage settings for a particular project.

A transfer can occur in the following scenarios:

  • You temporarily transfer Project Administrator rights to Oracle, so your Oracle representative can deliver professional services. Project Administration is returned to you after implementation of the services is completed. This is known as a Transfer of Project Administration.
  • Another organization on the project will take over responsibility for administering the project's settings. You will remain as the Oracle Paying Customer (Project Owner). This is also known as a Transfer of Project Administration.
  • The Oracle Paying Customer has changed, so overall commercial ownership needs to be transferred. This means contractual rights and obligations will change to the new Oracle Paying Customer (Project Owner), plus the responsibility for administering the project settings. This is known as a License Reassignment and Transfer of Project Ownership and Administration.

Note: Field settings are managed separately. Transferring Project Admin rights will not change your Field settings or Field administrators.

Tip!

You should have a process in place to manage project settings. The project configuration report can help you make decisions before making changes. Any changes should be communicated to the project team beforehand. The project admin guide is a useful reference for new Project Administrators.

What happens to my data?

The organization who manages the project's settings does not get access to other organization's project data. Aconex's unique data ownership model means each organization controls their own data.

How does a Transfer of Project Administration work?

  • This occurs when the Oracle Paying Customer wishes to transfer Project Administration responsibilities to another organization on the project, such as the Head Contractor or EPC organization.
  • The Oracle Paying Customer keeps the contractual rights and obligations.
  • Project Admin rights can be transferred back to the originating organization at any time. 
  • Only one organization can manage the project’s settings at a time.

How do I request a Transfer of Project Administration?

  1. Submit a Service Request.
  2. In the subject enter 'Transfer of project administration', and include the project name and project ID.
  3. Include the following information in the request: 
  • Project Name: <ProjectName>
  • Project ID: <ProjectID>
  • From Organization: <OrganizationName>
  • From Organization ID: <OrganizationID>
  • To Organization: <OrganizationName>
  • To Organization ID: <OrganizationID>
  • Instance: <AconexInstance>

Tip!

See Find your User, Organization or Project ID, to help you find the required details.

  1. Submit the request.
  2. Oracle will reply once the transfer is completed. Your Oracle Account Manager or Customer Success Manager will contact you if more information is required. 

Here is an example of a completed request:

How does a License Reassignment and Transfer of Project Ownership and Administration work?

  • This occurs when an agreement or project(s) are moved from one contracting entity (Oracle Paying Customer) to another.
  • Contractual rights and obligations are transferred to a new Oracle Paying Customer, plus the responsibility for administering the project settings.
  • Make sure the new Oracle Paying Customer is invited to the project(s) being transferred, before making the request.
  • To request the transfer, contact your Account Manager or Application Sales Representative, as you'll need to complete contractual paperwork.