Control Center Overview

Purpose

The Control Center is the central configuration area of UNEEVO.

It allows authorized users to define the settings, reference data, rules and structures that support the operation of the different functional modules across the platform.

While operational modules are used to perform daily business activities, the Control Center determines how those activities are structured and how the platform behaves.

This article provides:

An overview of the Control Center structure
A navigation map of its main configuration areas
An explanation of how configurations affect operational modules
Guidance on where to start when preparing a UNEEVO functional area
Direct access to the articles related to each configuration area

Overview

UNEEVO is composed of operational modules that support activities such as managing people, sales, projects, resources, timesheets and billing.

Before those modules can be used effectively, some of their underlying structures and rules must be configured.

These configurations are maintained in the Control Center.

Control Center
      │
      ▼
Configuration and Reference Data
      │
      ▼
Operational Modules
      │
      ▼
Business Processes

For example:

Sales pipelines configured in the Control Center are used when managing Opportunities.
Benefit Packages configured in the Control Center can be assigned to employee Contracts.
Project-related settings determine how Projects are created and managed.
Billing configurations support the preparation and processing of Billing records.
Notifications determine which platform events generate alerts or emails.

The Control Center should therefore not be understood as a collection of isolated settings. It is the configuration layer that connects and supports the entire UNEEVO platform.

Control Center Structure

The Control Center landing page organizes configurations into functional areas.

At a high level, these areas can be represented as follows:

Control Center
│
├── General
│   ├── Company-wide settings
│   ├── Users and access
│   ├── Notifications
│   ├── Email configuration
│   ├── Numbering
│   ├── Fiscal structures
│   ├── Currencies
│   └── Shared reference data
│
├── People Management
│   ├── Contract configuration
│   ├── Salary structures
│   ├── Benefits
│   ├── Allowances
│   ├── Employment classifications
│   └── People-related reference data
│
├── Sales Management
│   ├── Sales exercises
│   ├── Opportunity types
│   ├── Opportunity pipelines
│   ├── Opportunity sources
│   ├── Outcome reasons
│   └── Commercial reference data
│
├── Project Management
│   ├── Project configuration
│   ├── Cost structures
│   ├── Project classifications
│   └── Project-related reference data
│
├── Resource Management
│   ├── Resource planning settings
│   ├── Allocation structures
│   └── Availability-related configuration
│
├── Timesheets
│   ├── Time registration settings
│   ├── Approval configuration
│   └── Timesheet-related reference data
│
├── Billing
│   ├── Billing rules
│   ├── Billing classifications
│   ├── Billing workflow configuration
│   └── Financial reference data
│
└── Other Functional Areas
    └── Additional module-specific configurations

The exact options available may depend on the modules enabled for the organization and on the permissions assigned to the user.

General and Module-Specific Configuration

Control Center configurations can generally be divided into two groups.

General Configuration

General configurations support the platform as a whole and may be used by several functional modules.

Typical examples include:

Company information
Users
Access profiles
Notifications
Email settings
Numbering structures
Fiscal years
Currencies
Countries
Shared classifications and reference values

These settings should normally be reviewed during the initial UNEEVO setup because other functional areas may depend on them.

General Configuration
        │
        ├── People Management
        ├── Sales Management
        ├── Project Management
        ├── Resource Management
        ├── Timesheets
        └── Billing

Module-Specific Configuration

Module-specific configurations define the structures, options and rules used by a particular operational area.

For example:

Control Center – Sales Management
                │
                ▼
Opportunity Types and Pipelines
                │
                ▼
Sales – Opportunities

Control Center – People Management
                │
                ▼
Benefit Packages and Salary Policies
                │
                ▼
People – Contracts

Control Center – Billing
                │
                ▼
Billing Rules and Workflow
                │
                ▼
Operations Management – Billing

Module-specific configurations are normally maintained before users begin performing the corresponding operational processes.

How Configuration Flows Through UNEEVO

A configuration created in the Control Center becomes available in the relevant operational module.

The typical configuration flow is:

1. Define the configuration
           │
           ▼
2. Activate or make it available
           │
           ▼
3. Select or apply it in an operational record
           │
           ▼
4. Use it throughout the business process
           │
           ▼
5. Produce operational or financial results

For example:

Opportunity Pipeline
configured in Control Center
           │
           ▼
Pipeline selected for an Opportunity
           │
           ▼
Opportunity progresses through its stages
           │
           ▼
Commercial activity can be monitored

Another example:

Benefit Package
configured in Control Center
           │
           ▼
Benefit Package assigned to a Contract
           │
           ▼
Employee benefits are managed
           │
           ▼
Contract and cost information remain aligned

This relationship explains why changes in the Control Center can affect records and processes elsewhere in the platform.

Configuration Areas

The following table summarizes the main Control Center areas and the operational modules they support.

Configuration Area	Main Purpose	Primarily Used By
General	Defines platform-wide structures, shared settings and access rules	All modules
People Management	Defines employment, contract, salary and benefit structures	People Management
Sales Management	Defines the commercial process and Opportunity classifications	Sales Management
Project Management	Defines the structures required to create and manage Projects	Project Management
Resource Management	Supports resource planning, allocation and availability	Resource Management
Timesheets	Defines time registration and approval rules	Timesheets
Billing	Defines the structures and rules used during billing preparation and validation	Billing
Other Functional Areas	Supports additional enabled modules and processes	Corresponding operational modules

Some configurations may be shared by more than one module.

For example, Projects can interact with Resources, Timesheets and Billing. As a result, preparing Project Management may require settings from several Control Center areas.

Platform-Wide Configuration

Platform-wide configurations should normally be reviewed before configuring individual modules.

Company and Organizational Settings

These settings identify the organization and define shared organizational information used across UNEEVO.

They may influence:

Operational records
Documents
Notifications
Reporting
Financial processes
Module-specific configuration

Users, Profiles and Access

Users and access profiles determine who can access the platform and which actions they can perform.

User
  │
  ▼
Assigned Profile
  │
  ▼
Module and Feature Permissions
  │
  ▼
Available Actions

A user may be able to access an operational module without having permission to maintain its configuration in the Control Center.

Access should therefore be reviewed separately for:

Operational activities
Configuration activities
Approval activities
Administrative activities

Notifications

Notifications define which events should generate platform alerts or email communications.

A notification can be associated with activities occurring in different modules, including:

Approvals
Allocations
Timesheets
Projects
Commercial activities
Billing processes

Notification settings should be reviewed together with the corresponding business process.

Numbering

Numbering configurations define how identifiers are generated for records and documents.

Depending on the enabled modules, numbering may support items such as:

People records
Projects
Opportunities
Billing records
Operational documents

Numbering should be prepared before operational records are created when the organization requires a specific identification structure.

Fiscal Years and Currencies

Fiscal and currency configurations support financial and operational processes across the platform.

They may be required for:

Sales estimations
Project values
Employee costs
Billing
Financial reporting

The organization’s base currency and relevant fiscal periods should be reviewed before configuring modules that use monetary values.

People Management Configuration

The People Management area contains the structures required to manage people, contracts, employment conditions, compensation and benefits.

People Management
│
├── Contract Configuration
│   ├── Contract-related classifications
│   ├── Contract assignments
│   └── Statutory cost structures
│
├── Compensation
│   ├── Salary Policies
│   ├── Allowance Types
│   └── Cost Types
│
├── Benefits
│   ├── Benefit Types
│   ├── Benefits Catalog
│   └── Benefit Packages
│
└── Additional Reference Data
    ├── Work Types
    ├── Work Permit Types
    ├── Work Visa Types
    ├── Marital Status
    └── Relationship Types

These configurations are primarily used when creating or updating:

Person records
Contracts
Journeys
Salary information
Employee costs
Benefits and allowances

Recommended Configuration Path

General Company Settings
          │
          ▼
People Reference Data
          │
          ▼
Contract Structures
          │
          ▼
Salary and Cost Structures
          │
          ▼
Benefits and Allowances
          │
          ▼
Create People and Contracts

Sales Management Configuration

The Sales Management area defines the structure of the organization’s commercial process.

Sales Management
│
├── Sales Exercise
├── Opportunity Types
├── Opportunity Pipeline
│   └── Pipeline Stages
├── Opportunity Sources
├── Reasons for Opportunity Outcome
└── Additional Commercial Reference Data

These settings support the management of:

Accounts
Contacts
Opportunities
Activities
Subscriptions
Commercial follow-up

Recommended Configuration Path

General Settings
    │
    ├── Company
    ├── Currency
    ├── Users
    └── Profiles
          │
          ▼
Sales Exercise
          │
          ▼
Opportunity Types
          │
          ▼
Opportunity Pipeline
          │
          ▼
Opportunity Sources and Outcome Reasons
          │
          ▼
Create and Manage Opportunities

Project and Resource Management Configuration

Project and Resource Management are closely connected.

Project configuration determines how Projects are structured, while Resource Management supports the assignment and planning of the people required to deliver them.

Project Configuration
          │
          ▼
Project Creation
          │
          ▼
Resource Allocation
          │
          ▼
Time Registration
          │
          ▼
Cost and Billing Processes

Configurations in these areas may support:

Project classifications
Project structures
Cost structures
Resource allocation
Availability
Approval processes
Timesheet registration
Billing preparation

Because of these dependencies, Project, Resource, Timesheet and Billing configurations should not be reviewed independently.

Timesheet Configuration

Timesheet configuration supports the registration, validation and approval of time.

People and Contracts
          │
          ▼
Projects and Allocations
          │
          ▼
Timesheet Configuration
          │
          ▼
Time Registration
          │
          ▼
Approval
          │
          ▼
Project Cost and Billing

Before users begin registering time, the organization should confirm that:

Relevant users and people exist
Contracts are active
Projects are available
Resource allocations are defined when required
Approval responsibilities are assigned
Timesheet-related notifications are configured

Billing Configuration

Billing configuration defines the structures and rules used to prepare, calculate and validate amounts to be billed.

Projects and Delivered Services
              │
              ▼
Billing Plan or Manual Billing Input
              │
              ▼
Billing Configuration
              │
              ▼
Billing Processing and Validation
              │
              ▼
Financial Process

Billing configurations may determine:

Available billing classifications
Workflow statuses
Processing rules
Transaction generation conditions
Financial reference data
Approval and validation behavior

Billing should be reviewed together with Project Management and the organization’s financial processes.

Understanding Configuration Dependencies

Not every configuration can be maintained or used independently.

Some options depend on shared or previously created data.

For example:

Currency
   │
   ├── Salary Policy
   ├── Opportunity
   ├── Project
   └── Billing

Person
   │
   ├── Contract
   ├── Resource Allocation
   ├── Timesheet
   └── Approval Responsibility

Project
   │
   ├── Resource Allocation
   ├── Timesheet Registration
   ├── Project Costs
   ├── Billing Plan
   └── Billing

When an expected option is not available in an operational screen, users should verify whether the required configuration:

Has been created
Is active
Is valid for the relevant dates
Is available for the correct company or organizational scope
Is accessible to the user
Meets any required dependency

Where Should I Start?

The appropriate starting point depends on the area being implemented.

Configuring the Platform for the First Time

Start with:

1. Company Settings
2. Users and Profiles
3. Currencies
4. Fiscal Years
5. Numbering
6. Email Settings
7. Notifications
8. Module-Specific Configuration

Preparing People Management

Start with:

General Settings
      ↓
People Reference Data
      ↓
Contract Configuration
      ↓
Salary and Cost Structures
      ↓
Benefits and Allowances
      ↓
People and Contracts

Preparing Sales Management

Start with:

General Settings
      ↓
Sales Exercise
      ↓
Opportunity Types
      ↓
Opportunity Pipeline
      ↓
Sources and Outcome Reasons
      ↓
Accounts, Contacts and Opportunities

Preparing Project Delivery

Start with:

General Settings
      ↓
People and Contracts
      ↓
Project Configuration
      ↓
Resource Configuration
      ↓
Timesheet Configuration
      ↓
Billing Configuration

Control Center Navigation Map

The following map provides a simplified view of how users can navigate from the Control Center to the corresponding operational areas.

UNEEVO
│
├── Control Center
│   │
│   ├── General
│   │   ├── Company
│   │   ├── Users and Profiles
│   │   ├── Notifications
│   │   ├── Email
│   │   ├── Numbering
│   │   ├── Fiscal Years
│   │   └── Currencies
│   │
│   ├── People Management
│   │   ├── Contracts
│   │   ├── Salaries
│   │   ├── Benefits
│   │   ├── Allowances
│   │   └── People Reference Data
│   │
│   ├── Sales Management
│   │   ├── Sales Exercise
│   │   ├── Opportunity Types
│   │   ├── Pipelines
│   │   ├── Sources
│   │   └── Outcome Reasons
│   │
│   ├── Project Management
│   │   └── Project Structures
│   │
│   ├── Resource Management
│   │   └── Resource and Allocation Structures
│   │
│   ├── Timesheets
│   │   └── Time Registration and Approval Settings
│   │
│   └── Billing
│       └── Billing Rules and Workflow
│
└── Operational Modules
    ├── People
    ├── Sales
    ├── Projects
    ├── Resource Manager
    ├── Timesheets
    └── Billing

This diagram represents the conceptual organization of the Control Center. The actual options displayed depend on the organization’s configuration, enabled modules and user permissions.

Before Changing a Configuration

Changes made in the Control Center may affect operational records and business processes.

Before editing an existing configuration, consider:

Whether the configuration is already being used
Whether the change should affect existing records or only future records
Whether the configuration has validity dates
Whether the change affects more than one module
Whether users require new permissions
Whether notifications or approval processes must also be updated
Whether related records must be reviewed

Where possible, configuration changes should be tested before being introduced into the production environment.

Continue With

After reviewing the Control Center structure, continue with the configuration area associated with the module you want to implement.

Understand the Platform
          │
          ▼
Review General Configuration
          │
          ▼
Select a Functional Area
          │
          ▼
Complete Module Configuration
          │
          ▼
Begin Operational Activities

For a complete understanding of the relationship between the platform modules, continue with UNEEVO Platform Architecture.

Control Center Overview

Control Center Overview

Purpose

Overview

Control Center Structure

General and Module-Specific Configuration

General Configuration

Module-Specific Configuration

How Configuration Flows Through UNEEVO

Configuration Areas

Platform-Wide Configuration

Company and Organizational Settings

Users, Profiles and Access

Notifications

Numbering

Fiscal Years and Currencies

People Management Configuration

Recommended Configuration Path

Sales Management Configuration

Recommended Configuration Path

Project and Resource Management Configuration

Timesheet Configuration

Billing Configuration

Understanding Configuration Dependencies

Where Should I Start?

Configuring the Platform for the First Time

Preparing People Management

Preparing Sales Management

Preparing Project Delivery

Control Center Navigation Map

Before Changing a Configuration

Related Articles

Platform and General Configuration

People Management Configuration

Sales Management Configuration

Project and Resource Management

Billing

Continue With