Scope

This article applies only to the FirstBIT Contracting configuration (version 2.1.1.35.2 and later).

The document editing validation described below is part of the FirstBIT Contracting functionality and is not applicable to the standard FirstBIT ERP configuration.

Overview

Starting from FirstBIT Contracting version 2.1.1.35.2, additional validation was introduced to control editing of active Project Estimates documents.

As a result, some Project Estimates documents may become read-only depending on their status, document version, and user permissions. This behavior is expected and is part of the standard functionality of the FirstBIT Contracting configuration.

Editing Control Rules

The system checks the following conditions before allowing a Project Estimates document to be edited.

1. User Has the Add and Edit Document Project Estimates Role

If the user has the Add and Edit Document Project Estimates  role assigned through their access profile, the editing validation is skipped and the document can be edited.

In Standard Project Manager access groups profile this role is enabled, but in customized profiles it should be ticked manually for users with access restrictions).

2. Project Status Is Completed or Cancelled

If the related project has one of the following statuses:

• Completed
• Cancelled

the editing validation is skipped and the document remains editable (subject to standard access rights).

3. The Document Is Not the Latest Version

If neither of the above conditions is met, the system checks the document version.

Editing is blocked when:

• the document has an entry in either the ProjectEstimatesVersions register or the CTR_ProjectBudgetEstimatesVersions register; and
• the current Project Estimates document is not the latest version.

This validation prevents modification of obsolete Project Estimates versions and ensures that only the most recent version can be edited.

4. Project Status Determination

When the Project Budget field is empty and the Correction Type is not Variation, the project status is determined automatically.

In this scenario, a project with the Active status remains subject to the editing validation described above.

Administrator Exception

The validation rules described in this article do not apply to users with the Administrator role.

Administrators can edit Project Estimates documents regardless of document version or project status.

Summary

A Project Estimates document may become read-only when all of the following conditions are met:

• FirstBIT Contracting version 2.1.1.35.2 or later is installed.
• The user does not have the Allow to Edit Active Project Estimates role.
• The project status is Active.
• The current Project Estimates document is not the latest version.

In this case, the read-only behavior is expected and is implemented by design.

Before reporting this behavior as an issue, verify:

• the user's assigned roles;
• the project status;
• whether the current document is the latest Project Estimates version.

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