Administration

The administrative panel located in the main menu is where all aspects of NIM can be customized to each studios needs.

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Jobs

The Jobs Administrative window has 6 tabs including:

  • Status
  • Keywords
  • Numbering
  • Options
  • Custom
  • Deleted

Job Status

Status is a color coded list of job statuses with an associated priority order for organization. NIM includes 6 status items by default, but you can add or edit these to include whatever items fits your studio’s needs.

To add a new status click the nim_add_button_blue button at the top right of the Status section.

_images/nim_admin_job_add_status.png

This will open up an information pane to the right allowing you to enter a new status title, priority, and set background and text colors.

_images/nim_admin_job_add.png

Similarly you can edit existing job statuses by clicking on a status from the list and then clicking on the edit button in the info pane.

_images/nim_admin_job_edit.png

After making your changes, click the check mark to save, or the cancel button to quit editing without saving.

To delete a job status click the X next to the edit button. You will be prompted to confirm deletion of the job status. Deleting a job status will remove that status from any previously assigned jobs.

Job Keywords

_images/nim_job_keyword_edit.png

Job keywords allow a studio to tag jobs with an unlimited number of keywords for refinement in searches and organization. In this example we have the keywords Color, Live Action, and VFX to denote different aspects of production that a job may include.

To add new keywords, click the nim_add_button_blue button at the top right of the keywords window. The keyword details will appear and you can enter a custom name. When done click the check mark to save.

To edit a keyword, click on a keyword from the grid to load the keyword details. Click the edit button in the keyword details pane. Make the necessary changes and click the check mark to save.

Delete a keyword entry by selecting the keyword from the grid and clicking the X next to the edit button in the keyword details pane. You will be prompted to confirm deletion of the keyword. Deleting a keyword will remove that keyword from any previously assigned jobs.

Job Numbering

_images/nim_admin_job_numbering.png

Job numbering allows studios to define custom number templates for projects. Multiple number templates can be defined. When a job is created, the user can select which number template to use. Multiple number templates allows studios to assign unique numbering schemes to projects of different types.

To add a new job numbering template, click the nim_add_button_blue button at the top right of the numbering window. The number template details will appear to enter a name and define the properties for the templates. When done click the check mark to save.

To edit a number template, click on a number template from the grid to load the number template details. Click the edit button in the number template details pane. Make the necessary changes and click the check mark to save.

Delete a number template entry by selecting the number template from the grid and clicking the X next to the edit button in the number template details pane. You will be prompted to confirm deletion of the number template. Deleting a number template will remove that number template from any previously assigned jobs.

Note

If a job is using a template, the template can not be deleted. To remove the template as an option when making new jobs, uncheck the Active checkbox in the template details.

_images/nim_admin_job_numbering_info.png

Number Template Options:

  • Name - The name that will displayed in the dropdown option when choosing a template.

  • Active - Defines if this template is active. If this value is unchecked, the template will not be an option when creating a new job.

  • Default - Defines if this template is the default option selected.

  • Jobs - The total number of jobs using this template. When there are 1 or more jobs attached to a template, the pattern cannot be changed and the template can not be deleted.

  • Pattern - The numbering pattern to use. This field can use a combination of numbers, letters, and variables to create the custom job number desired.

    VARIABLES FOR NUMBER PATTERN:

    • <yyyy> or <yy> - Current year: <yyyy> will be replaced with the current 4-digit year when a job is created with this template. <yy> will be replaced with the last 2 digits of the current year.
    • <mm> - Current month: <mm> will be replaced with the current 2-digit month when a job is created with this template (01 through 12).
    • <dd> - Current day: <dd> will be replaced with the current 2-digit day when a job is created with this template (01 through 31).
    • <###> - Incrementing number: This variable represents a number that will automatically increase by 1 for every new job associated with this template. Every # symbol within these brackets represents a digit. Only one incrementing number is allowed per template.
    • <@> - Any character: Each @ symbol within these brackets represents a single character. This includes any letter, number or symbol.
    • <?> - Variable number of characters: This variable can be replaced with any number of characters, including none. Only one variable number of characters is allowed per template.

Example:

  • If <#> translates to 3, then <##> would translate to 03, and <###> would translate to 003, etc.
  • <yy><####> will create jobs in 2016 staring with 16000
  • FX_<yyyy>_<@@>_<####>_<?> will create jobs in 2016 with a default character of A starting with FX_2016_AA_0000_A where any number of characters or numbers can be appended to the end. The A characters can be replaced at job creation with new characters that fit the numbering needs.
  • Example - This is an active example of how your numbering template will appear.
  • Reset # - This value determines when an incrementing number variable resets back to zero.
  • Default Char - This will be the default value for <?> variables and each character in <@> variables.

Job Options

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Default Fields

NIM comes with several default job fields. Studios can choose to hide any of these values by unchecking them from the Job Defaults list.

To edit the job defaults fields, click the edit button and uncheck any items that should be hidden from the UI. Make the necessary changes and click the check mark to save. At any time the checkbox can be rechecked to have the field reappear. Any existing data in fields that are hidden will be retained and be displayed when the field is unhidden.

Job Labels

The labels for Shows and Sequences can be modified to fit the nomenclature of your studio. Click the edit button to enabled editing and enter the desired label. A blank field will use the default value. These labels will only appear in the NIM UI and do not carry over to the connectors.

Create Folder Script

The Create Folder Script dropdown allows the studio to define it’s own custom PHP script for folder creation. Custom scripts must be placed on the NIM VM in the /var/www/html/_custom directory. An example script is provided with the name: createFolder.php. To override the default behavior, modify this script as needed and select createFolder.php from the dropdown.

Custom Job Fields

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Custom job fields allows users to add data items specific to the studios needs.

To add new custom fields, click the nim_add_button_blue button at the top right of the custom window. The custom field details will appear and you can enter a name for your field. When done click the check mark to save.

To edit a custom value, click on a row from the grid to load the custom field details. Click the edit button in the custom field details pane. Make the necessary changes and click the check mark to save.

Delete a custom field entry by selecting the keyword from the grid and clicking the X next to the edit button in the custom field details pane. You will be prompted to confirm deletion of the field. Deleting a custom field will remove that field from all jobs and remove any possible associated data.

_images/nim_job_custom_types.png

There are five data types available:

  • Single Line Text
  • Multi Line Text
  • Dropdown
  • Date
  • Hyperlink

If Single Line, Multi Line, or Data is selected the only option is to enter the Key which becomes the label for the new data field.

If Dropdown is selected a nim_add_button_blue will appear next to the Options label. Click the button to add options to the dropdown box. In this example we are creating a dropdown named WeekDay and have added the days of the week as options. Click the checkbox next to an option in the default colum to select it as the default option when creating a new object with this field. The enable checkbox determines which selections are available for this dropdown field.

Note

If an item with the custom field has a previously set value that is now disabled, it will retain it’s value untill the next time it is edited, at which point the original value will no longer be an option.

_images/nim_job_custom_drop.png

If Hyperlink is selected an additional option to enter the default Link Text is available. If entered this text will be displayed instead of the full link. If left blank the full link will be displayed.

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The Priority field will determine the order of the fields when displayed on a job.

The Enabled checkbox determines if this field will be displayed on jobs.

There are two security group fields for all custom fields, View and Edit. Clicking in the field will display a list of available security groups. Select a group to add it to the field. Click the X at the right of the group to remove it from the field. Adding a security group to these fields will provide access only to users in the associated security group. View will allow users in the security group to view the field. Edit will allow editing capability. Leaving these fields blank will provide full access to anyone with the appropriate permission. Multiple security groups can be added to either field.

_images/nim_job_custom_security.png

Deleted Jobs

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Jobs deleted from the main job list will be stored here in the deleted jobs list. This will retain all data related to the job in the event that it needs to be reinstated. If you wish to reinstate a job, simply click the RESTORE JOB button and your job will be placed back in the main job list. While there is no real need to permanently deleted a job, if you wish to destroy all data and associations with a particular job you can click the PERMANENTLY DELETE JOB button.

_images/nim_job_deleted_restore.png _images/nim_job_deleted_perm.png

Users

The Users Administrative window has 2 tabs including:

  • Users
  • Keywords

Users Grid

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Administrators will manage and create all new user accounts from this window. This is also the location to enable or disable users. Clicking on the nim_add_button_blue at the top right of the pane will create a new user. Enter all of the users pertinent information and click the check mark in User Details to save. There are several fields that are required to create a new user including username, first name and last name.

  • Passwords - to assign the user a new password click the RESET PASSWORD button. If the user has an email address entered as well as NOTIFY EMAIL set to yes, they will receive an email with a temporary password. If no email address is present, or NOTIFY EMAIL is set to no, a pop-up window will appear with the new temporary password.

The following images show a breakdown of the User Details panel. Here you can edit the user’s details, set their account type and permission group, as well as define default rates and hours for actualization.

_images/nim_admin_users_edit_5.png _images/nim_admin_users_edit_6.png

Here is the full list of information available to a user:

  • Upload Image - Users can upload a user icon by clicking on this button and selecting an image. You can also drag and drop images directly from the desktop to this area. When dragging, the area that you can drop the image on is illuminated. The image file will be automatically converted to the proper size and format. Supported image types include .jpg, .png, .gif.
  • Username - This is the username that will be used for login information and recognized throughout NIM where the actual users name is not shown.
  • Password - If you are the owner of the account being edited you have the ability to type in your own password. Otherwise a new password will be generated automatically when the RESET PASSWORD button is pressed. If the user has an email address entered as well as NOTIFY EMAIL set to yes, they will receive an email with a temporary password. If no email address is present, or NOTIFY EMAIL is set to no, a pop-up window will appear with the new temporary password.
  • First & Last Name - These are required fields for all users
  • Email - The email address that is used for all NIM notifications
  • Keywords - These are studio defined keywords that can be used to tag a user. Any number of keywords can be assigned to a user. The master list of keywords is created in the Main Menu / Admin / Users / Keywords section.
  • User Groups - This is a list of the user groups this user is a member of. Click in the field to select a user group to add membership. Click the X at the right of the group name to remove membership. A user can be a member of multiple groups.
  • Timezeone - This is the timezone for the user. By default this will be the studio defined timezone set in Admin/Settings.
  • Security Groups - Adding a security group to a user will provide access to all objects within NIM that are contained in the same group. Clicking in this field will display a list of available security groups. Select a group to add it to the field. Click the X at the right of the group to remove it from the field. Users can be a member of multiple groups.
  • Permissions - This is a dropdown of available permission groups that can be assigned to the user. Permission groups are defined in the Main Menu / Admin / Permissions section.
  • API Key - If Require API Keys is enabled in the Admin/Security Options, users attempting to use the NIM Connectors will be asked to enter an API key. These keys are generated on a per user basis and are used to authenticate the connector user with the NIM API. Anyone connecting with API Keys will be have their access limited to their respective security groups. Not using API keys will provide access to all information accessible through the API. It is highly recommended to restrict all access to HTTPS connections and disable HTTP. This can be done through the NIM VM script nim-ssl. For more information on how to use the nim-ssl script please refer to the Virtual Machine Shell Scripts section.
  • API Key Expiration - This value sets the expiration date of the users API Key. If left blank there will be no expiration.
  • Is Root - This defines whether or not the user is a root user. Root users have permission to access all information and functionality within NIM. This setting overrides any Permission settings.
    • Only root users can assign other root users. There must always be at least 1 root users.
  • Account - This dropdown defines the account type of the user.
  • Enabled - This determines the account status for the given user. An enabled account will have access to login and will be counted against the current licensed total. A disabled account will retain all information throughout NIM but will not be allowed to login and will not be counted against the current licensed total.
  • Notify Email - Turning this on will enable email notification for the user. An email with pertinent information will the sent to the email address listed when associated NIM notification events occur. Examples of these include:
    • a new note is added or modified on an asset or shot in which the user is assigned a task
    • a new note is added or modified on a task the user is assigned
    • a new note is added or modified on a dailies owned by the user
  • Location - This is the default location assigned to the user. The list of location options is defined in Main Menu / Admin / Locations
  • Employment - Options here include Freelance or Staff. This information is related to how Job Actuals are filtered.
  • Employee ID - The user’s employee ID as determined by the studio. This can be used to reference the user’s payroll ID as it will appear on timecard reports.
  • Directory ID - The user’s Directory Services ID. This can be used to link users to Active Directory accounts.
  • Currency - The currency that this user is paid in. Their rate will be displayed in this currency and converted to the job or studio currency (using exchange rates entered in the Admin / Finance section) when viewing job or studio actuals.
  • Rate Type - This is the default rate type for the user. This value can be overridden on a per job basis when the user is added to the job crew. Options here include Hourly / Day / Fixed.
  • P&W - This stands for Pension & Welfare. When calculating crew rates, this is the amount a payroll company would charge to process the crews timecards and pay checks. The amount entered here is a default value expressed as a percentage and can be overridden on a per job basis when the user is added to the job crew. This value is factored into the Job Actuals.
  • OT - Default number of hours at which overtime starts on weekdays. This value can be overridden on a per job basis when the user is added to the job crew. This value is factored into the Job Actuals.
  • DT - Default number of hours at which double-time starts on weekdays. This value can be overridden on a per job basis when the user is added to the job crew. This value is factored into the Job Actuals.
  • SAT OT - Default number of hours at which overtime starts on Saturday. This value can be overridden on a per job basis when the user is added to the job crew. This value is factored into the Job Actuals.
  • SAT OT - Default number of hours at which double-time starts on Saturday. This value can be overridden on a per job basis when the user is added to the job crew. This value is factored into the Job Actuals.
  • SUN OT - Default number of hours at which overtime starts on Sunday. This value can be overridden on a per job basis when the user is added to the job crew. This value is factored into the Job Actuals.
  • SUN OT - Default number of hours at which double-time starts on Sunday. This value can be overridden on a per job basis when the user is added to the job crew. This value is factored into the Job Actuals.

Multi-User Edit / Delete

To edit or delete multiple users simultaneously, click on the first user to be edited. Then Shift-click a second user to select all users in between, or Ctrl-click / Command-click to add non-consecutive users.

The User Details panel will appear from the right.

Click the nim_edit_button button in the User Details panel to edit the user information.

  • Fields with matching values will be displayed as normal.
  • Fields with dissimilar values will be denoted as ---

Only modified values will be saved, and all modified values will be saved for all selected users.

Keywords

_images/nim_admin_users_keywords.png

User keywords allow a studio to tag users with an unlimited number of keywords for refinement in searches and organization. In this example some keywords we are using are ae, c4d, cg, design, flame, maya to denote different aspects of production that a user would be appropriate for.

To add new keywords click the nim_add_button_blue button at the top right of the keywords window. The keyword details will appear and you can enter a custom name. When done click the check mark to save.

To edit a keyword click on a keyword from the list to load the keyword details. Click the edit button in the keyword details pane. Make the necessary changes and click the check mark to save.

Delete a keyword entry by selecting the keyword from the list and clicking the X next to the edit button in the keyword details pane. You will be prompted to confirm deletion of the keyword. Deleting a keyword will remove that keyword from any previously assigned users.

Groups

User groups can be defined to manage a set of users across multiple items. This includes being able to add all users of a user group to the crew of a job at once.

_images/nim_user_groups.png

To add a new user group, click the nim_add_button_blue button at the top right of the Groups window. The user group details will appear and you can enter a custom name and description. When done click the check mark to save.

To edit a user group click on a user group from the list to load the user group details. Click the edit button in the user group details pane. Make the necessary changes and click the check mark to save.

Delete a user group entry by selecting the user group from the list and clicking the X next to the edit button in the user group details pane. You will be prompted to confirm deletion of the user group. Deleting a user group will remove that user group from any previously assigned users.

Import & Merge

User data can be imported and/or merged with existing users from a CSV file.

_images/nim_user_import_csv.png

Click the nim_button_import button to load the Import & Merge panel.

To upload a CSV file, click the Upload CSV button to choose a file, or simply drag and drop a CSV file over the button.

Once the CSV file is uploaded you will see the list of found fields displayed in the Import List. By default, NIM displays data from the first non-empty line of an uploaded CSV, but you may select another line using the Show data from line: dropdown.

_images/nim_users_import_csv_list.png

The left side of the Import List displays the Imported Data found in the CSV. The right side of the Import List is a series of dropdown menus representing the NIM fields available for users. Use these dropdowns to select the NIM user information to associate with a row of data.

Once all of the desired rows have associated NIM fields, click the Import xx Users button where xx is the number of users that will be imported or merged.

Note

  • NIM will attempt to match usernames when importing data and update matching users with the new information.
  • If data exists in NIM for a field to be imported, then the field will be overwritten using the new information.
  • If a row in the Import List is not matched with a NIM field then that row will not be imported.
  • When matching rows to fields with preset values (security groups, keywords, permission groups, etc), if a matching value is not found the field will not be set.

Export

All user records can be exported to an Excel file using the nim_button_excel button.

Clicking the nim_button_excel button will begin generation of the Excel file which will be automatically download to your browser.

All filtering will be maintained when exporting to Excel.

Hosts

The hosts grid contains the name of items such as servers that can be the sources of archives. The names of the host can be anything that has meaning within your studio. These names populate dropdown menus in Studio / Archives when adding jobs to an archive.

_images/nim_admin_hosts.png

To add new host, click the nim_add_button_blue button at the top right of the host window. The host details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Host Name - The name assigned to an archive hosts.
  • Location - The location of the host.
  • Description - A brief description of the host.

To edit a host, click on a host from the list to load the host details. Click the edit button in the host details panel. After making the necessary changes, click the check mark button to save.

Delete a host entry by selecting the host from the list and clicking the X at the far right of the host details pane. You will be prompted to confirm deletion of the host. Deleting a host will remove that host from any previously assigned host.

Servers

Servers are the list of file servers available to use for project structures. Here you enter in data related to the VM’s mount point and source share on the file server. Information regarding OS based path resolution for client network accessibility is also included here. The current status of the mount is displayed in the grid of servers, color coded green to indicate that the server is actively mounted on the NIM server, and color coded red to indicate that the server is not mounted.

_images/nim_admin_servers.png
  • Server Name - Name of the server. This does not have to be the server’s physical name.
  • Description - Description of the server and any relative information.
  • Location - The location of the server based on the current list of locations available as defined in the locations list.
  • Mount - Local mount point of the shared file system.
    • REQUIRED
  • Linux Path - Full path on linux client systems to access the shared file system.
    • REQUIRED
      • NIM uses this path to resolve it’s own access to the project server. If this field is not entered NIM will not be able to create project structures when bringing a job online.
    • This path must be the same across all client computers of the same OS type.
  • Win Path - Full path on windows client systems to access the shared file system.
    • This path must be the same across all client computers of the same OS type.
  • OSX Path - Full path on OSX client systems to access the shared file system.
    • This path must be the same across all client computers of the same OS type.
  • Priority - A priority number used for sorting the order of servers. Higher numbers denote higher priority.
  • Project Server - This flag enables or disables a server to be used as a project server. If enabled, this server will appear as an option when bringing a job online and in 3rd party connector menus when saving new files. If disabled, the servers information will remain in the database but will be removed from relevant selection options.

Locations

The location grid allows studios to define multiple locations to be assigned to various items throughout NIM. In addition, locations are used to organize and filter finances and actuals. These locations do not need to be discreet physical locations but any division of labor that is appropriate, i.e. studio departments.

_images/nim_admin_locations.png

To add a new location, click the nim_add_button_blue button at the top right of the locations window. The location details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Location - A unique name for the location.
  • Description - A brief description of the location.
  • Phone - The phone number associated with this location.
  • Color - The color assigned to this location when used in calendars and schedules.

To edit a location, click on a location from the list to load the location details. Click the edit button in the location details panel. After making the necessary changes, click the check mark button to save.

Delete a location entry by selecting the location from the list and clicking the X at the far right of the location details pane. You will be prompted to confirm deletion of the location. Deleting a location will remove that location from any previously assigned location.

Schedule

The schedule grid allows studios to define custom statuses to be assigned to events in the scheduler.

_images/nim_admin_schedule.png

Status

To add a new status, click the nim_add_button_blue button at the top right of the schedule status window. The status details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Status - A title for the status.
  • Priority - Defines sorting priority in lists.
  • BG Color - The background color assigned to this event when used in schedules.

To edit a schedule status, click on a status from the list to load the status details. Click the edit button in the status details panel. After making the necessary changes, click the check mark button to save.

To select a new color click the color dropdown and select the color drop the color palette. Use the slider below the palette to select a new hue. After the desired color has been selected click the Apply button to set the selection. Alternatively, if you know the exact hex value of the color you can manually enter it after the #.

_images/nim_admin_schedule_details.png

Delete a location entry by selecting the location from the list and clicking the X at the far right of the location details pane. You will be prompted to confirm deletion of the location. Deleting a location will remove that location from any previously assigned location.

Options

The options set here define how the Studio Schedule is displayed.

_images/nim_admin_schedule_options.png
  • Work Day Start - Defines the start hour when the Show Business Hours button is enabled in the Day view.
  • Work Day End - Defines the end hour when the Show Business Hours button is enabled in the Day view.
  • Day View Interval - Defines the segments a day is broken down into when displayed in the Day view. Additionally this value determines the default increments in the Event editor time selectors when choosing Start and End times.

To edit the default schedule options, click the edit button in the Schedule Defaults panel. After making the necessary changes, click the check mark button to save.

Resources

The items in this grid are used in calendars and schedules to assign resources to timeline items.

_images/nim_admin_resources.png

To add a new resource, click the nim_add_button_blue button at the top right of the resources window. The resource details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Resource - A unique name for the resource.
  • Description - A brief description of the resource.
  • Calendar Color - The color assigned to this resource when used in calendars and schedules.
  • Location - The location of the resource.
  • Keywords - These are studio defined keywords that can be used to tag a resource for filtering and organization. Multiple keywords can be assigned to a resource.

To edit a resource, click on a resource from the list to load the resource details. Click the edit button in the resource details panel. After making the necessary changes, click the check mark button to save.

Delete a resource entry by selecting the resource from the list and clicking the X at the far right of the resource details pane. You will be prompted to confirm deletion of the resource. Deleting a resource will remove that resource from any previously assigned items.

Keywords

_images/nim_admin_resources_keywords.png

User keywords allow a studio to tag users with an unlimited number of keywords for refinement in searches and organization. In this example some keywords we are using are Color, Edit, Flame, Los Angeles, New York, San Francisco to denote different aspects of production that a resource could be associated with.

To add new keywords, click the nim_add_button_blue button at the top right of the keywords window. The keyword details will appear and you can enter a custom name. When done click the check mark to save.

To edit a keyword click on a keyword from the list to load the keyword details. Click the edit button in the keyword details pane. Make the necessary changes and click the check mark to save.

To delete a keyword entry by selecting the keyword from the list and clicking the X next to the edit button in the keyword details pane. You will be prompted to confirm deletion of the keyword. Deleting a keyword will remove that keyword from any previously assigned resource.

Assets

The assets window includes tabs to define statuses and add custom fields to Assets.

_images/nim_admin_assets.png

Status

To add new status, click the nim_add_button_blue button at the top right of the status window. The status details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Status Title - The name assigned to a status.
  • Priority - Defines sorting priority in lists.
  • BG Color - The background color assigned to the task item.
  • Text Color - The text color assigned to the task item.
  • Associated Task Status - Selecting an associated task status sets a trigger for all Task Statuses on the asset to be changed to the associated task status when this status is applied to an asset. Not selecting an associated task status will not adjust the task when this status is applied to an asset.

To edit a status, click on a status from the grid to load the status details. Click the edit button in the status details panel. After making the necessary changes, click the check mark button to save.

Delete a status entry by selecting the status from the grid and clicking the X at the far right of the status details pane. You will be prompted to confirm deletion of the status.

Custom Fields

Asset custom fields work identically to Job custom fields. The main difference is that these fields appear on assets. Refer to Custom Job Fields for how to create and edit custom fields.

Shots

The shots window includes tabs to define statuses, add custom fields, and default settings for Shots.

_images/nim_admin_shots.png

Status

To add new status, click the nim_add_button_blue button at the top right of the status window. The status details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Status Title - The name assigned to a status.
  • Priority - Defines sorting priority in lists.
  • BG Color - The background color assigned to the task item.
  • Text Color - The text color assigned to the task item.
  • Associated Task Status - Selecting an associated task status sets a trigger for all Task Statuses on the Shot to be changed to the associated task status when this status is applied to a shot. Not selecting an associated task status will not adjust the task when this status is applied to a shot.

To edit a status, click on a status from the grid to load the status details. Click the edit button in the status details panel. After making the necessary changes, click the check mark button to save.

Delete a status entry by selecting the status from the grid and clicking the X at the far right of the status details pane. You will be prompted to confirm deletion of the status.

Options

Shot defaults apply to settings for new shot creation.

Options include settings for:

  • Shot Separator - When creating new shots, this value is inserted between the shot sequence prefix and the shot number. (If a suffix is added, it is also inserted before the suffix.)
  • Shot Padding - This number determines how many digits newly-created shot numbers will be; all shorter numbers will be padded with the appropriate number of leading zeros.
  • Shot Keys - NIM comes with various default shot details. Studios can choose to hide any of these values by unchecking items from the Shot Keys list.
_images/nim_admin_shot_defaults.png

Shot Custom Fields

Shot custom fields work identically to Job custom fields. The main difference is that these fields appear on shots. Refer to Custom Job Fields for how to create and edit custom fields.

Tasks

The Tasks Administrative window has 3 tabs including:

  • Task Types
  • Task Status
  • Custom Fields

Types

Task types define the tasks that can be assigned to an asset or a shot. Files saved by connectors are associated directly with tasks, consequentially tasks have an associated folder and associated 3rd party software. Tasks can also be assigned on schedules and calendars and have their own custom color. NIM ships with a default set of tasks but you can edit and add as many tasks types as your studio needs.

_images/nim_admin_task_types.png

To add new task types, click the nim_add_button_blue button at the top right of the task types window. The task details will appear and the required information can be entered as needed. When done click the check mark to save.

Task Details Include:

  • Task Name - The name of the task that will be seen throughout NIM and it’s connectors.
  • Short Name - In some UI elements the short name of this task will be used.
  • Folder - When using NIM project structures to manage a job, files are associated with user tasks and organized into task folders based on the project structures asset or shot root using the pattern <asset_root>/<task_folder> or <shot_root>/<task_folder>. The name defined here is the folder name that task files saved using NIM connectors will use.
    • eg. Saving the a comp task from the shot ENG_001 with Nuke using the NIM connector would place the file in the ENG_001/COMP directory.
    • Not all tasks need a folder name. Only tasks that will be associated with 3rd party applications.
    • Task folder paths can define multiple folders, for example: comp/nuke
    • Task folder paths are relative to the asset or shot root. You can get creative and create paths such as: ../../my/tasks to save your files to unique locations.
  • Type - The type of task used to filter the list in certain UI elements. Options are:
    • Artist
    • Producer
    • Edit
    • Management
  • Priority - This value allows for a sorting order in lists based on a priority value rather than alphabetical sorting.
  • Color - The color to use in schedules and calendars for this task.
  • Bid Item - This is the associated Bid Line item. For the purposes of bidding and actualization tasks are associated with corresponding Bid Line Items. Multiple tasks can be associated with a single Bid Line Item.
    • eg. Modeling, Rigging, Animation, & Lighting tasks can all be assigned to a Bid Line Item named CG.
  • Software Associations - The following series of yes/no dropdowns determine whether or not this task appears in the 3rd party software’s NIM connector, allowing for only the relevant tasks to appear in menus.

To edit a task type, click on a task type from the list to load the task details. Click the edit button in the task details panel. After making the necessary changes, click the check mark button to save.

Delete a task type entry by selecting the task from the list and clicking the X at the far right of the task details pane. You will be prompted to confirm deletion of the task type. Deleting a task type will remove that task type from any previously assigned task, schedule, or calendar item.

Status

NIM ships with a default set of task statuses. You can customize and define as many statuses as needed to fit the needs of your production environment.

_images/nim_admin_task_status.png

To add new task status, click the nim_add_button_blue button at the top right of the task status window. The task details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Status Title - The title of the status displayed on tasks.
  • Type - This field determines the status type. The available status types are:
    • Inactive
    • Active
    • Completed
  • Priority - This value allows for a sorting order in lists based on a priority value rather than alphabetical sorting.
  • BG Color - The background color of the task when appearing in UI elements.
  • Text Color - The text color of the task when appearing in UI elements.

To edit a task status, click on a task status from the list to load the task details. Click the edit button in the task details panel. After making the necessary changes, click the check mark button to save.

Delete a task status entry by selecting the task from the list and clicking the X at the far right of the task details pane. You will be prompted to confirm deletion of the task status. Deleting a task status will remove that task status from any previously assigned task.

Custom Fields

Task custom fields work identically to Job custom fields. The main difference is that these fields appear on tasks. Refer to Custom Job Fields for how to create and edit custom fields.

Review

The following settings determine the review items format, type, status, and keywords available to users.

Options

_images/nim_admin_review_options.png
  • Video Max Width & Video Max Height

    These values are the maximum dimensions for all uploaded videos.

    Videos that are under the maximum width and height will only be converted if the format specifications are not met.

  • Format Conversions

    NIM uses the MP4/h264 to display movies within the browser.

    Uploaded movies that are encoded as MP4/h264 and are equal to or less then the max width and height will not be re-encoded. This will significantly decrease the time required to upload movies as well as reduce processing load on the NIM VM.

    • It is recommended in large studios to pre-encode movies in the MP4/h264 format prior to uploaded to maximize performance.
    • Alternatively, studios can increase the number of cores allocated to the NIM VM to provide additionally processing power.
    • If your studio is continually uploading large files you may need to adjust the max file upload size and temporary directory location. Please refer to this NIM knowledge base article to adjust these settings: http://nim-labs.com/file-upload-settings/

    Older browsers do not support MP4 and require alternate HTML5 compatible formats. Studios can opt into the OGV and WEBM conversions if needed.

    • Convert to OGV - Enable this option to include a OGV conversion on video upload.
    • Convert to WEBM - Enable this option to include a WEBM conversion on video upload.
  • Image Max Width & Image Max Height

    These values are the maximum dimensions for all uploaded still images.

    Still images are converted to pngs upon upload for browser compatibility.

  • Auto Version

    When uploading a review item with a filename that matches an existing review item in the same context, automatically create a version group or add the new item to the matching item’s existing version group. NIM will ignore any “_v2”-style version indicators when matching names.

    Select the appropriate checkbox to enable auto-versioning in each context.

Type

_images/nim_admin_review_types.png

Review item types allow a studio to classify items as a specific types for refinement in searches and organization. In this example we have types defined for Daily, Edit, and Reference to denote different aspects of production that a job may include.

To add new types, click the nim_add_button_blue button at the top right of the types window. The keyword details will appear and you can enter a custom name. When done click the check mark to save.

To edit a type, click on a type from the grid to load the type details. Click the edit button in the type details pane. Make the necessary changes and click the check mark to save.

Setting the priority determines the order in which these items will appear in dropdown menus.

Delete a type entry by selecting the type from the grid and clicking the X next to the edit button in the type details pane. You will be prompted to confirm deletion of the type. Deleting a type will remove that type from any previously assigned jobs.

Status

NIM ships with a default set of review item statuses. You can customize and define as many statuses as needed to fit the needs of your production environment.

_images/nim_admin_review_status.png

To add new review item status, click the nim_add_button_blue button at the top right of the review item status window. The review item details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Status Title - The title of the status displayed on review items.
  • Priority - This value allows for a sorting order in lists based on a priority value rather than alphabetical sorting.
  • BG Color - The background color of the review item when appearing in UI elements.
  • Text Color - The text color of the review item when appearing in UI elements.

To edit a review item status, click on a review item status from the list to load the review item details. Click the edit button in the review item details panel. After making the necessary changes, click the check mark button to save.

Delete a review item status entry by selecting the review item from the list and clicking the X at the far right of the review item details pane. You will be prompted to confirm deletion of the review item status. Deleting a review item status will remove that review item status from any previously assigned review item.

Keywords

_images/nim_admin_review_keywords.png

Review item types allow a studio to tag jobs with an unlimited number of keywords for refinement in searches and organization. In this example we have the keywords Color, Live Action, and VFX to denote different aspects of production that a job may include.

To add new keywords, click the nim_add_button_blue button at the top right of the keywords window. The keyword details will appear and you can enter a custom name. When done click the check mark to save.

To edit a keyword, click on a keyword from the grid to load the keyword details. Click the edit button in the keyword details pane. Make the necessary changes and click the check mark to save.

Delete a keyword entry by selecting the keyword from the grid and clicking the X next to the edit button in the keyword details pane. You will be prompted to confirm deletion of the keyword. Deleting a keyword will remove that keyword from any previously assigned jobs.

Timecards

The timecard options include settings for how time should be entered as well as options for timecard approvals.

For a brief description of each setting, hover of the nim_button_note icon to the right of each field.

_images/nim_admin_timecards_options_note.png

Options

_images/nim_admin_timcards_options.png
  • General

    • Time In/Time Out - Determines the method of time entry. The default option allows for time to be entered in total hour amounts. Enabling this checkbox allows for time to be entered using time in / time out values, calculating the total time for each timecard entry.
  • Approvals

    • Week Selection Range - This dropdown sets the default start and end of the week for the submit date range selection. Options include Sunday -> Saturday and Monday -> Sunday.
    • Submission Agreement - This text will appear above the submit timecards for approval button. If left blank a default message will be used.
    • Send Submission Email - If selected, an email will be sent to the user selected for submission as well as any CC or BCC addresses included here.
    • Submission Email Body - This text will appear at the top of the email sent to the user to approve timecards. If left blank a default message will be used.
    • Delete Submitted Timecards - Enabling this field will allow submitted timecards to be deleted before approval. By default submitted timecards can not be edited but can be deleted.
    • Send Dispute Email - If selected, an email will be sent to the user whos timecard was disputed as well as any CC or BCC addresses included here.
    • Dispute Email Body - This text will appear at the top of the email sent to the user for disputed timecards. If left blank a default message will be used.
    • Send Approval Email - If selected, an email will be sent to the user of timecards that were approved as well as any CC or BCC addresses included here.
    • Approval Email Body - This text will appear at the top of the email sent to the user of approved timecards. If left blank a default message will be used.
    • Email CC - Enter email addresses to CC when sending timecard related emails. Please separate multple addresses using a comma ( , ).
    • Email BCC - Enter email addresses to BCC when sending timecard related emails. Please separate multple addresses using a comma ( , ).
    • Email Footer - This text will appear as fine print at the bottom of any timecard emails sent including submissions for approval, disputes, and approval notifications. If left blank a default message will be used.

To edit the timecard options, click the edit button from the from the corresponding panel. After making the necessary changes, and click the check mark button to save.

Custom Fields

Timecard custom fields work identically to Job custom fields. The main difference is that these fields appear on timecards. Refer to Custom Job Fields for how to create and edit custom fields.

Files

NIM files are logged to assets and shots containing the owner, date, path, server, and version number. Studios can extend the fields stored on files using the file custom fields.

Custom Fields

Files custom fields work identically to Job custom fields. The main difference is that these fields appear on files. Refer to Custom Job Fields for how to create and edit custom fields.

Media

NIM provides studios with a system for logging all media coming into and out of the facility.

Media Types

The media types grid contains the name of media used in NIM media and archive logging. The media types populate dropdown menus in the following menus when adding jobs to an archive or media item:

  • Main Menu / Studio / Archives
  • Main Menu / Studio / Media
  • Job Menu / Production / Media
_images/nim_admin_media.png

To add a new media type, click the nim_add_button_blue button at the top right of the media types window. The media type details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Media Name - The name of the media.
  • Archive - The dropdown determines if the media type appears in the archives media type list.

To edit a media type, click on a media type from the list to load the media type details. Click the edit button in the media type details panel. After making the necessary changes, click the check mark button to save.

Delete a media type entry by selecting the media type from the list and clicking the X at the far right of the media type details pane. You will be prompted to confirm deletion of the media type. Deleting a media type will remove that media type from any previously assigned media type.

Custom Fields

Media custom fields work identically to Job custom fields. The main difference is that these fields appear on media. Refer to Custom Job Fields for how to create and edit custom fields.

Elements

Elements are a way to categorize media associated with an asset, shot, or render. They are tracked separate from files which are generally associated with the project file. For example a Maya scene (.ma/.mb) would be considered a file while the EXR that was rendered from it would be considered an element.

Types

_images/nim_admin_elements.png

To add new element, click the nim_add_button_blue button at the top right of the element window. The element details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Element Name - The name assigned to an element.

To edit a element, click on a element from the grid to load the element details. Click the edit button in the element details panel. After making the necessary changes, click the check mark button to save.

Delete a element entry by selecting the element from the grid and clicking the X at the far right of the element details pane. You will be prompted to confirm deletion of the element.

Project Structures

NIM can manage your production file structure with studio defined directory templates. Using the drag and drop interface, administrators can define multiple project structures for all production related tasks. Project structures are selected when a job is brought online and at that point locked to the project. Changes to the administrative template will NOT affect any jobs that have already be brought online. Project structures are created at the mount point of selected servers within a job. A job may have any number of servers attached to the job. NIM will create duplicate project structures across all assigned servers to ensure consistency between production locations. NIM ships with a default project structure that can be customized as needed.

  • Add Project Structure
    • To add a new project structure click the nim_add_button_blue at the top right of the Project Structure panel.
    • To edit the title of an existing project structure, click the edit button at the right of the project structure title.
    • To delete a project structure, click the X at the right of the project structure title. You will be prompted to confirm deletion.
    • To edit the structure of an existing project structure template, simply click on the project structure title in the top list. The folder structure will be loaded in the window below and the title of the selected project structure will appear in the title bar.
  • Add Project Structure Folder

    • To add a new folder to a project structure click the nim_add_button_blue at the right of the project structure folders title bar.
    • Drag and drop to rearrange the folder structure as needed.
    • To edit a folders name, click the edit button at the right of the folder’s name.
    • To delete a folder, click the X at the right of the folder’s name. You will be prompted to confirm deletion.
  • Copy Project Structure

    • To copy an existing project structure click the COPY button at the top right of the Project Structure panel.
_images/nim_admin_projectStructure.png

NIM production structures are flexible, allowing studios to tailor the workflow to individual needs. Folders are created with folder types that define the event to trigger folder creation. eg. folders with a type of SHOT will be created for each new shot made.

Folder types:

  • Project
  • Asset
  • Show
  • Shot

Variable Folders

Job, asset, and shot variables, including custom fields, can be used in folder names that will update at the time of creation. These can be selected from the Insert a variable... dropdown when a folder name is being edited. These variable folders can be placed above the asset or shot root to allow for unique grouping of entities.

_images/nim_admin_projectStructure_variables.png

Example:

A custom field dropdown has been made for Assets called Type which has the following options: Char, Prop, Env.

_images/nim_admin_projectStructure_variables_example1.png

In the project structure, <asset_type> has been used as the folder name above the asset root.

_images/nim_admin_projectStructure_variables_example2.png

This will group all assets of a common type in the same folder. Multiple levels of variable based folders can be defined to create extremely refined organization options. In the below image, 2 assets have been placed in the PROP folder.

_images/nim_admin_projectStructure_variables_example3.png

Note

When bringing entities online that are variable dependent, an alert will rise notifying you that further action is needed before the items can be brought online. After resolving the fields that are required these items can be brought online. For further information please refer to the Project Configuration section of the documentation.

Special Folders

In addition, project structures have several special folders with tags allowing NIM to understand where to place files of a certain type. Only one of each of these special folders can exist within a project structure template.

Special folders:

  • PROJECT ROOT - The root folder for a job / project. This folder uses the variables <job_number> and <job_name> to substituting the corresponding information on creation.
    • eg. Using a PROJECT ROOT folder named <job_number>_<job_name> and bringing a job online with a job number of 15000 and a job name of Drive will create the folder 15000_Drive.
  • ASSET ROOT - The root folder created for an asset. This folder uses the variable <asset_name> substituting the corresponding asset name on creation.
    • eg. When creating an asset called CARS, a folder with a matching name “CARS” will be created.
  • ASSET RENDERS - The folder that renders created for an asset will be directed to.
    • eg. When using the integrated Deadline Maya Submission, asset renders will be rendered to a subdirectory using the renders name within this directory.
  • ASSET COMPS - The folder that comps created for an asset will be directed to.
    • eg. When using the integrated Deadline Submission and the Nuke NIM write gizmos, asset comps will be rendered to a subdirectory using the comps name within this directory.
  • SHOW ROOT - The root folder created for an show. This folder uses the variable <show_name> substituting the corresponding show name on creation.
    • eg. When creating a show called ENGINE, a folder with a matching name “ENGINE” will be created.
  • SHOT ROOT - The root folder created for a shot. This folder uses the variable <shot_name> substituting the corresponding shot name on creation.
    • eg. When creating a shot called ENG_010, a folder with a matching name “ENG_010” will be created.
  • SHOT PLATES - The folder that plates created for a shot will be directed to.
    • eg. When using the integrated Hiero / NukeStudio connectors, shot plates will be rendered to this directory.
  • SHOT RENDERS - The folder that renders created for a shot will be directed to.
    • eg. When using the integrated Deadline Maya Submission, shot renders will be rendered to a subdirectory using the renders name within this directory.
  • SHOT COMPS - The folder that comps created for a shot will be directed to.
    • eg. When using the integrated Deadline Submission and the Nuke NIM write gizmos, shot comps will be rendered to a subdirectory using the comps name within this directory.

Rules

There are a few rules that need to be followed to keep NIM from creating redundant directories. If you drag a folder into a structure that can not exist NIM will alert you.

  • Assets and Shots are equal entities in NIM. This means that a shot can not live inside an asset and an asset can not live inside a shot. Assets are considered global to the job, and shots are children of shows.

  • Project folder types must be children of other “Project” types (or root nodes).

  • Asset folder types must be one of the following:

    • A child of another “Asset” type
    • A child of a “Project” type (or a root node) with a name that contains “<asset_name>”
  • Show folder types must be one of the following:

    • A child of another “Show” type
    • A child of a “Project” type (or a root node) with a name that contains “<show_name>”
  • Shot folder types must be one of the following:

    • A child of another “Shot” type
    • A child of a “Show” type with a name that contains “<shot_name>”
    • A child of a “Project” type (or a root node) with a name that contains both “<show_name>” and “<shot_name>”

Bidding

The bidding section covers items regarding bid items, types, terms, and options.

Bid Items

Bid items define the default set of bid line items available when creating a bid. These items are calculated against timecards when factoring job projections, actualizations, and studio wide finances.

_images/nim_admin_bidItems.png

Bid items are organized in two ways:

  • Templates - Bid item templates allow the user to add a group of bid line items to a bid at once.
  • Categories - Bid item categories are how these line items are organized on exported bid PDFs.

To create a new bid item template, ensure that the Template button is highlighted at the top of the template list to the left of the Bid Items window. Click the nim_add_button_blue button at the top right of the column. A new bid item template will be created named New Bid Template. Click the edit button to the right of the template name to change it. Clicking the checkmark will save your changes.

_images/nim_admin_bidItems_template.png

To create a new bid item category, ensure that the Category button is highlighted at the top of the template list to the left of the Bid Items window. Click the nim_add_button_blue button at the top right of the column. A new bid item category will be created named New Bid Item Category. Click the edit button to the right of the category name to change it. Clicking the checkmark will save your changes.

You can delete templates and categories by clicking on the X to the right of it’s name. You will be prompted to confirm deletion.

Assigning a template/category to a group of bid items is done by first selecting the bid template/category from the bid template or bid category list. The first column in the bid items grid will now be titled with the name of the selected template or category. Select the checkbox at the beginning of each bid item’s row. This will include that bid item in the selected template or category.

_images/nim_admin_bidItems_template_add.png

To verify which items are included in a particular template or category select the template/category you wish to view from the appropriate list. Now select the checkbox at the top of the bid items grid labeled: Filter by selected template/category. The grid will update to include only those items included in the template or category. De-select the Filter by selected template / category checkbox to view the full list of bid items.

_images/nim_admin_bidItems_filter.png

Studios can edit existing items as well as define new items to fit the needs of your bidding process. To add a new bid item, click the nim_add_button_blue button at the top right of the bid items window. The bid item details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Number - This value can be used to match items to external spreadsheets or associated asset names or shot numbers. In the estimate, items can be Grouped by Number to display subtotals for associated items.

  • Full Name - A unique name for the bid item.
    • This name is visible on the bid but is used for internal use only.
  • Display Name - This is the name that will appear on the exported bid PDFs.
    • This value can be overrode within the bid.
  • Units - The default unit type for this line item.
    • This value can be overrode within the bid.

    Available options are:

    • hrs
    • days
    • units
  • Hard Cost - The default hard cost associated with this line item. This value is used in determining estimated cost, job margins, and actualizations.
    • This value can be overrode within the bid.
  • Rate - The default rate associated with this line item. This value is used in determining estimated cost, job margins, bid totals, and actualizations.
    • This value can be overrode within the bid.
  • Priority - This value allows for a sorting order in lists based on a priority value rather than alphabetical sorting.

To edit a bid item, click on a bid item from the list to load the bid item details. Click the edit button in the bid item details panel. After making the necessary changes, click the check mark button to save.

Delete a bid item entry by selecting the bid item from the list and clicking the X at the far right of the bid item details pane. You will be prompted to confirm deletion of the bid item. Deleting a bid item will remove that bid item from any previously assigned bid item.

Bid Types

Bid types appear on the bid dashboard as an option to define the purpose and/or type of bid.

_images/nim_admin_bid_types.png

To add new bid type, click the nim_add_button_blue button at the top right of the bid type grid. The bid type details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Name - The name assigned to an bid type.

To edit a bid type, click on a bid type from the grid to load the bid type details. Click the edit button in the bid type details panel. After making the necessary changes, click the check mark button to save.

Delete a bid type entry by selecting the bid type from the grid and clicking the X at the far right of the bid type details pane. You will be prompted to confirm deletion of the bid type.

Bid Terms

Bid terms define a set of default terms that can be selected from within the job’s bid. Studios can define as many different types of terms as needed. A default bid term can be defined to be automatically selected upon new bid creation. Alternatively bid terms can be completely overridden within the bid.

_images/nim_admin_bid_terms.png

To add a new bid term, click the nim_add_button_blue button at the top right of the bid terms window. The bid term details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Name - A unique name for the bid term.
  • Terms - The specific terms of the bid to be included with the job bid.

To edit a bid term, click on a bid term from the list to load the bid term details. Click the edit button in the bid term details panel. After making the necessary changes, click the check mark button to save.

Delete a bid term entry by selecting the bid term from the list and clicking the X at the far right of the bid term details pane. You will be prompted to confirm deletion of the bid term. Deleting a bid term will remove that bid term from any previously assigned bid term.

Bid Options

Bid options define the bid default settings for all bids. This includes the default Comments, Statement of Work, Assumptions, Terms, Tax and PDF settings.

_images/nim_admin_bid_defaults.png

In the following section admins can define defaults for new bids. These include:

  • Terms - The default terms to use for new bids

  • General Settings:
    • Show Tax - Determines is a tax line should be included at the bottom of a bid.
    • Tax Label - The title to use for the tax, eg. VAT
    • Tax Percentage - The tax percentage to be applied to a bid.

    Note

    Any changes to the tax rate will not affect prior bids. To change the tax rate on an existing bid the bid will need to be remade after the rate is modified.

  • PDF Formatting Options

  • PDF Estimate Options

_images/nim_admin_bid_defaults_2.png

To edit the defaults, click the edit button in the Other Defaults panel. After making the necessary changes, click the check mark button to save.

Financial Settings

The financial section of NIM covers items regarding expense categories, payment methods, and invoice status.

Expense Types

Expense types define categories that are used in calculating bids, projections, actualization, and studio wide finances. Expenses exist within each job to log job specific receipts organized by expense type. Expense line items in a bid are actualized against theses categorized receipts.

_images/nim_admin_expense_types.png

To add a new expense type, click the nim_add_button_blue button at the top right of the expense types window. The expense type details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Name - A unique name for the expense type.
  • Markup - The default markup assigned to these expense items when billing back overages in job actualization.
  • Description - A brief description of the expense type.
  • Priority - Defines sorting priority in lists.
  • Finance Code - Set the associated finance code.

To edit a expense type, click on a expense type from the list to load the expense type details. Click the edit button in the expense type details panel. After making the necessary changes, click the check mark button to save.

Delete a expense type entry by selecting the expense type from the list and clicking the X at the far right of the expense type details pane. You will be prompted to confirm deletion of the expense type. Deleting a expense type will remove that expense type from any previously assigned expense type.

Finance Codes

Finance codes can be used to group bid line items and expenses across all jobs. This allows studios to see the profitability of different revenue sources independent of the jobs actual profit/margin.

_images/nim_admin_finance_codes.png

To add a new finance code, click the nim_add_button_blue button at the top right of the Finance Codes window. The finance code details will appear and you can enter a custom name and description. When done click the check mark to save.

To edit a finance code click on a finance code from the list to load the finance code details. Click the edit button in the finance code details pane. Make the necessary changes and click the check mark to save.

Delete a finance code entry by selecting the finance code from the list and clicking the X next to the edit button in the finance code details pane. You will be prompted to confirm deletion of the finance code. Deleting a finance code will remove that finance code from any previously assigned users.

Payment Methods

Payment methods are used when adding job expenses to organize and sort job receipts.

_images/nim_admin_paymentMethods.png

To add a new payment method, click the nim_add_button_blue button at the top right of the payment methods window. The payment method details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Name - A unique name for the payment method.
  • Description - A brief description of the payment method.

To edit a payment method, click on a payment method from the list to load the payment method details. Click the edit button in the payment method details panel. After making the necessary changes, click the check mark button to save.

Delete a payment method entry by selecting the payment method from the list and clicking the X at the far right of the payment method details pane. You will be prompted to confirm deletion of the payment method. Deleting a payment method will remove that payment method from any previously assigned payment method.

Invoice Status

Invoice status items are used in job invoices and in the Main Menu / Studio / Financial section of NIM. These items can not be deleted but can be renamed and assigned unique color codes.

_images/nim_admin_invoice_status.png
  • Status Title - The title of the status displayed on invoices.
  • BG Color - The background color of the invoice status when appearing in UI elements.
  • Text Color - The text color of the task invoice status appearing in UI elements.

To edit an invoice status, click on a status from the list to load the status details. Click the edit button in the status details panel. After making the necessary changes, click the check mark button to save.

Exchange Rates

Exchange rates are used throughout NIM to convert one currency type to another. Each row represents the exchange rates for a single date between all currencies that NIM supports.

Whenever an item with an associated date needs to be converted to another currency, it will use the most recent Exchange Rates row on or before that date.

_images/nim_admin_exchange_rates.png

To add a set of exchange rates, click the nim_add_button_blue button at the top right of the exchange rates window. A new list of exchange rate types will appear and the required information can be entered as needed. When done click the check mark to save.

To edit a set of exchange rates, click on the row from the list to open the info panel, then click the edit button in the info panel. After making the necessary changes, click the check mark button to save.

Finance Options

On the Finance / Options tab, you can set various financial settings throughout NIM.

_images/nim_admin_finance_options.png
  • Rates - These values determine how costs are calculated for timecards that belong to users with the “Hourly” rate type

    • Standard Rate Label - This is the label for standard user rates throughout NIM. By default, it is set to “RT”, which stands for Regular Time.
    • Standard Rate Multiplier - When a user is set to the “Hourly” rate type, hours that are allocated to their standard rate (or RT) will be multiplied by this number. By default, it is 1.
    • Rate 1 Label - This is the label for the first overtime rate throughout NIM. By default, it is set to “OT”, which stands for Overtime.
    • Rate 1 Multiplier - When a user is set to the “Hourly” rate type, hours that are allocated to their first overtime rate (or OT) will be multiplied by this number. By default, it is 1.5.
    • Rate 2 Label - This is the label for the second overtime rate throughout NIM. By default, it is set to “DT”, which stands for Double Time.
    • Rate 2 Multiplier - When a user is set to the “Hourly” rate type, hours that are allocated to their second overtime rate (or DT) will be multiplied by this number. By default, it is 2.
  • Currency - These values are for changing the Studio Currency and specifying how that change will affect items throughout NIM.

    • Studio Currency - The currency that will be used in all non-job-specific sections of NIM, including Studio / Financials and Studio / Actuals. All new jobs and users will default to using this currency. In addition, this setting determines the current “culture”, which affects how certain values are displayed throughout NIM. For example, dates will display as Month / Day / Year with the default setting of United States Dollar, but will change to Day / Month / Year if changed to Euro. Decimal points, comma separators, and other calendar info can also vary based on this setting.

    • Studio Currency Conversions - When changing the Studio Currency, these settings determine how currency values on specific studio-wide items will change. An example is given to the right of each item to show how it would change if you proceed with your selected Studio Currency change.

      • Users - User rates can either retain their existing currency and value, change currency but retain value, or change currency and convert value (based on the most recent Exchange Rates row).
      • Bid Items - Default Bid Item costs and rates must be updated to the new Studio Currency, so they can either retain their existing values in the new currency or convert their values (based on the most recent Exchange Rates row).
    • Job Currency Conversions - When changing the Studio Currency, these settings determine how currency values on specific job items will change. An example is given to the right of each item to show how it would change if you proceed with your selected Studio Currency change.

      • Jobs - Jobs don’t have any currency numbers directly tied to them, so their “currency” setting only determines the currency you’ll view their actuals in and the default currency for items created within them. When changing your Studio Currency, existing jobs can either retain their currency or change to the new currency.
      • Crew - Crew rates can either retain their existing currency and value, change currency but retain value, or change currency and convert value (based on the most recent Exchange Rates row on or before the job’s Start Date).
      • Bids - Bids can either retain their existing currency and values, change currency but retain values, or change currency and convert values (based on the most recent Exchange Rates row on or before the bid’s Bid Date).
      • Expenses - Expenses can either retain their existing currency and value, change currency but retain value, or change currency and convert value (based on the most recent Exchange Rates row on or before the expense’s date).
      • Invoices - Invoices can either retain their existing currency and value, change currency but retain value, or change currency and convert value (based on the most recent Exchange Rates row on or before the invoice’s date).

To edit finance options, click the edit button in the panel you’d like to edit. After making the necessary changes, click the check mark button to save.

Notifications

The notifications section allows users to define rule based notifications.

_images/nim_admin_notifications.png

To add new notification rule, click the nim_add_button_blue button at the top right of the rules grid. The notification details will appear and the required information can be entered as needed. When done click the check mark to save.

A rule definition includes the target object and action determining what triggers the notification.

An example would be:
When an asset is created, then email all associated users and specified users and groups.

These notifications are sent via email and can be sent to:

  • Associated Users - Any user that has direct association with the object being affected, ie a user that is assigned a task on the shot receiving a note.
  • Users - Add specific NIM users to receive the notification defined
  • Groups - Add user groups to include all users that are members of the group.
  • Addresses - Any valid email address

To edit a notification rule, click on a rule from the grid to load the rule details. Click the edit button in the notification details panel. After making the necessary changes, click the check mark button to save.

Delete a rule by selecting the rule from the grid and clicking the X at the far right of the notification details pane. You will be prompted to confirm deletion of the rule.

The following is an example email received when a task is updated:

_images/nim_admin_notifications_email.png

The rule options for notifications are as follows:

NOTIFICATION OPTIONS
OBJECT ACTION
ASSET Is Created
  Is Updated
  Is Deleted
  Changed Status
  Note Added
  Note Edited
  Note Deleted
   
BID Is Created
  Is Updated
  Is Deleted
  Changed Status
   
JOB Is Created
  Is Updated
  Is Deleted
  Changed Status
  Is Offline
  Is Online
  Note Added
  Note Edited
  Note Deleted
  Crew Member Added
  Crew Member Updated
  Crew Member Deleted
   
RENDER Is Created
  Is Updated
  Is Deleted
   
REVIEW Is Created
  Is Updated
  Is Deleted
  Changed Status
  Note Added
  Note Edited
  Note Deleted
   
SCHEDULE Event Is Created
  Event Is Updated
  Event Is Deleted
  Event Changed Status
   
SHOT Is Created
  Is Updated
  Is Deleted
  Changed Status
  Note Added
  Note Edited
  Note Deleted
   
SHOW Is Created
  Is Updated
  Is Deleted
   
TASK Is Created
  Is Updated
  Is Deleted
  Changed Status
  Is Assigned
  Note Added
  Note Edited
  Note Deleted

Security

NIM provides varying levels of user security based on the studios needs.

User security in NIM is defined at multiple levels:

  • Permissions Groups
  • Security Groups
  • Private Jobs

Permission groups are action based permissions that provide access and functionality to UI elements. For example the ability to view the full job list, or add shots to a job are based on a users permission group.

Security groups are object based and are applied directly to entities created in NIM. These can be applied to a job, asset, shot, or custom field. Only users that are part of the assigned security group will have access to those entities.

Private Jobs allow the studio a way to quickly make a job available to only it’s crew members without the need to set granular permissions, or create security groups. This is a high level access feature that removes access to the job’s information for anyone that is not on the crew.

Note

If a job was both private and had an associated security group, then any users needing job access will need to be both part of the crew and part of the security group.

The NIM VM by default has both HTTP and HTTPS connections available for use. The ports can be configured to limit all traffic to HTTPS ensuring secure communications from both the browser and API.

Optional API keys provides user level authentication when accessing the NIM API.

Combining HTTPS only access with Require API Keys provides the highest level of security for all users accessing NIM.

Permission Groups

Permission Groups are defined to restrict user access to UI elements and functionality within NIM. Studios can define any combination of permission groups as needed for production. Users are assigned directly to a group within the Main Menu / Admin / Users panel. Almost every aspect of NIM is permission controlled. Items that the user does not have access to View will not appear in the NIM interface, customizing the end users experience to only show them the information they need.
  • eg. A user that does not have access to View the studio job list will only see the jobs that they have been assigned on their dashboard.
_images/nim_admin_permissions.png

To add a new permission group, click the nim_add_button_blue button at the top right of the permissions window. The permission details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Permission Group - A unique name for the permission group.
  • Default - A permission group marked as default will be auto-assigned to new users when they are created. Only one permission group can be marked as default. If no permission groups are marked as default, new users will have no permission group upon creation. (Having no permission group is the same as having a permission group with all permissions turned off.)
  • Permission Setting - See the table below for the list of permission settings available.

To edit a permission group, click on a permission group from the list to load the permission group details. Click the edit button in the permission group details panel. After making the necessary changes, click the check mark button to save.

Delete a permission group entry by selecting the permission group from the list and clicking the X at the far right of the permission group details pane. You will be prompted to confirm deletion of the permission group. Deleting a permission group will remove that permission group from any previously assigned permission group.

Permissions

STUDIO PERMISSIONS
Permission Description
View Jobs Enables access to the job list through the studio menu and job list button
View All Private Jobs Grants access to all private jobs regardless if the user is on the crew.
Create Jobs Enables the ability to create a new job.
Edit Jobs Allows users to edit job information in the job overview and job config.
Delete Jobs Allows users to delete jobs from the job list. This places the job in a Delete Jobs list. To permanently delete a job the Permanently Delete Jobs permission in the Admin Permission section is required.
   
View Studio Timecards Provides access to studio wide timecards in the Studio/Timecards menu.
Create Timecards For Users Enables the user to be able to create timecards for any user. This applies to both the Studio and Jobs timecards. If this is disabled, users will only be able to create their own timecards.
Edit Timecards For All Users Enables the user to edit any user’s timecard. If this is disabled, users will only be able to modify their own timecards.
Delete Timecards For All Users Enables the user to delete any user’s timecard. If this is disabled, users will only be able to modify their own timecards.
   
Approve Timecards Enables users to approve timecards. This will add the user’s name to the list of users to submit a timecard to, as well as enable the Users/Approvals menu.
Dispute Approved Timecards Enables the ability to dispute approved timecards. When this is disabled, approved timecards can not be modified.
   
Edit Submitted Timecards Enables users to edit timecards which are in the submitted stage. By default submitted timecards are locked for any modifications.
Delete Submitted Timecards Enables users to delete timecards which are in the submitted stage. By default submitted timecards can not be deleted
Edit Approved Timecards Enables users to edit timecards which are in the approved stage. By default approved timecards are locked for any modifications.
Delete Approved Timecards Enables users to delete timecards which are in the approved stage. By default approved timecards can not be deleted
   
View Studio Calendar Provides access to the studio calendars in the Studio/Calendars menu.
Add Studio Calendar Enables the ability to create new calendars in Studio/Calendars.
Edit Studio Calendar Enables the ability to edit existing calendars in Studio/Calendars.
Delete Studio Calendar Enables the ability to delete calendars from Studio/Calendars.
   
View Studio Schedule Provides access to the studio schedule in the Studio/Schedule menu.
Edit Studio Schedule Enables the ability to add, edit, and delete schedule events in the Studio/Schedule menu.
   
View Contacts Provides access to the studio contacts in the Studio/Contacts menu.
Add Contacts Enables the ability to create new contacts in Studio/Contacts.
Edit Contacts Enables the ability to edit existing contacts in Studio/Contacts.
Delete Contacts Enables the ability to delete contacts from Studio/Contacts.
   
View Studio Financials Provides access to the studio financials in the Studio/Financial menu.
View Studio Actuals Provides access to the studio actuals in the Studio/Actuals menu.
   
View Archives Provides access to the studio archives in the Studio/Archives menu.
Add Archives Enables the ability to create new archives in Studio/Archives.
Edit Archives Enables the ability to edit existing archives in Studio/Archives.
Delete Archives Enables the ability to delete archives from Studio/Archives.
Add Archives Item Enables the ability to add new items, jobs and tracking information, to archives in Studio/Archives.
   
View Media Provides access to the studio media in the Studio/Media menu.
Add Media Enables the ability to create new media in Studio/Media.
Edit Media Enables the ability to edit existing media in Studio/Media.
Delete Media Enables the ability to delete media from Studio/Media.
Add Media Item Enables the ability to add new tracking information to media in Studio/Archives.
   
View Studio Tasks Provides access to the studio tasks in the Studio/Tasks menu.
   
View Assigned Security Groups Enables the ability to see security groups that items throughout NIM are assigned to.
Assign Security Groups Enables the ability to add or remove security groups on various items throughout NIM.
   
View User Rates Enables users with this permission to see the rates for other users in NIM, including on the user info panel, job crews, and actuals. Disabling this permission will remove user rates from any location they would be displayed.

ADMIN PERMISSIONS
Permission Description
Studio Wide Notifications Allows the user to receive studio wide notifications.
Private Job Notifications Allows the user to receive studio wide, private job notifications on jobs which they are not members of the crew.
   
View Job Status Provides access to the job status tab in the Admin/Jobs menu.
Add Job Status Enables the ability to create new job statuses in the Admin/Jobs Status tab.
Edit Job Status Enables the ability to edit existing job statuses in the Admin/Jobs Status tab.
Delete Job Status Enables the ability to delete job statuses in the Admin/Jobs Status tab.
   
View Job Keywords Provides access to the job keywords tab in the Admin/Jobs menu.
Add Job Keywords Enables the ability to create new job keywords in the Admin/Jobs Keywords tab.
Edit Job Keywords Enables the ability to edit existing job keywords in the Admin/Jobs Keywords tab.
Delete Job Keywords Enables the ability to delete job keywords in the Admin/Jobs Keywords tab.
   
View Job Number Templates Provides access to the job numbering tab in the Admin/Jobs menu.
Add Job Number Templates Enables the ability to create new job number templates in the Admin/Jobs Numbering tab.
Edit Job Number Templates Enables the ability to edit existing job templates in the Admin/Jobs Numbering tab.
Delete Job Number Templates Enables the ability to delete job templates in the Admin/Jobs Numbering tab.
   
Edit Job Defaults Enables the ability to edit the job options in the Admin/Jobs Options tab.
   
View Custom Job Keys Provides access to the job custom tab in the Admin/Jobs menu.
Add Custom Job Keys Enables the ability to create new job custom fields in the Admin/Jobs Custom tab.
Edit Custom Job Keys Enables the ability to edit existing job custom fields in the Admin/Jobs Custom tab.
Delete Custom Job Keys Enables the ability to delete job custom fields in the Admin/Jobs Custom tab.
   
View Deleted Jobs Provides access to the job deleted tab in the Admin/Jobs menu.
Permanently Delete Jobs Enables the ability to permanently delete jobs or restore jobs in the Admin/Jobs Deleted tab.
   
View Users Admin Provides access to the Admin/Users menu.
Add Users Enables the ability to create new users in the Admin/Users grid.
Edit Users Enables the ability to edit existing users in the Admin/Users grid.
Delete Users Enables the ability to delete users in the Admin/Users grid.
   
Reset User Passwords Enables the ability to reset user’s passwords in the Admin/Users info panel.
Edit User Permissions Enables the ability to directly edit a user’s passwords in the Admin/Users info panel.
   
Add User Keywords Enables the ability to create new user keywords in the Admin/Users Keywords tab.
Edit User Keywords Enables the ability to edit existing user keywords in the Admin/Users Keywords tab.
Delete User Keywords Enables the ability to delete user keywords in the Admin/Users Keywords tab.
   
Add User Groups Enables the ability to create new user groups in the Admin/Users Groups tab.
Edit User Groups Enables the ability to edit existing user groups in the Admin/Users Groups tab.
Delete User Groups Enables the ability to delete user groups in the Admin/Users Groups tab.
   
View Hosts Provides access to the Admin/Hosts menu.
Add Hosts Enables the ability to create new hosts in the Admin/Hosts grid.
Edit Hosts Enables the ability to edit existing hosts in the Admin/Hosts grid.
Delete Hosts Enables the ability to delete hosts in the Admin/Hosts grid.
   
View Servers Provides access to the Admin/Servers menu.
Add Servers Enables the ability to create new servers in the Admin/Servers grid.
Edit Servers Enables the ability to edit existing servers in the Admin/Servers grid.
Delete Servers Enables the ability to delete servers in the Admin/Servers grid.
   
View Locations Provides access to the Admin/Locations menu.
Add Locations Enables the ability to create new locations in the Admin/Locations grid.
Edit Locations Enables the ability to edit existing locations in the Admin/Locations grid.
Delete Locations Enables the ability to delete locations in the Admin/Locations grid.
   
View Schedule Event Status Provides access to the Admin/Schedule - Status tab.
Add Schedule Event Status Enables the ability to create new schedule event statuses in the Admin/Schedule - Status grid.
Edit Schedule Event Status Enables the ability to edit existing schedule event statuses in the Admin/Schedule - Status grid.
Delete Schedule Event Status Enables the ability to delete schedule event statuses in the Admin/Schedule - Status grid.
   
View Schedule Options Provides access to the Admin/Schedule - Options tab.
Edit Schedule Options Enables the ability to edit schedule options in the Admin/Schedule - Options tab.
   
View Resources Provides access to the Admin/Resources menu.
Add Resources Enables the ability to create new resources in the Admin/Resources grid.
Edit Resources Enables the ability to edit existing resources in the Admin/Resources grid.
Delete Resources Enables the ability to delete resources in the Admin/Resources grid.
   
View Expense Types Provides access to the Admin/Finance menu - Expense Types tab.
Add Expense Types Enables the ability to create new expense types in the Admin/Finance - Expense Types tab.
Edit Expense Types Enables the ability to edit existing expense types in the Admin/Finance - Expense Types tab.
Delete Expense Types Enables the ability to delete expense types in the Admin/Finance - Expense Types tab.
   
View Profit Centers Provides access to the Admin/Finance menu - Profit Centers tab.
Add Profit Centers Enables the ability to create new Profit Centers in the Admin/Finance - Profit Centers tab.
Edit Profit Centers Enables the ability to edit existing Profit Centers in the Admin/Finance - Profit Centers tab.
Delete Profit Centers Enables the ability to delete Profit Centers in the Admin/Finance - Profit Centers tab.
   
View Payment Method Provides access to the Admin/Finance menu Payment Methods tab.
Add Payment Method Enables the ability to create new payment methods in the Admin/Finance - Payment Methods grid.
Edit Payment Method Enables the ability to edit existing payment methods in the Admin/Finance - Payment Methods grid.
Delete Payment Method Enables the ability to delete payment methods in the Admin/Finance - Payment Methods grid.
   
View Invoice Status Provides access to the Admin/Finance menu Invoice Status tab.
Edit Invoice Status Enables the ability to edit existing invoice statuses in the Admin/Finance - Invoice Status grid.
   
View Exchange Rates Provides access to the Admin/Finance - Exchange Rates tab.
Add Exchange Rates Enables the ability to create new exchange rates in the Admin/Finance - Exchange Rates tab.
Edit Exchange Rates Enables the ability to edit existing exchange rates in the Admin/Finance - Exchange Rates tab.
Delete Exchange Rates Enables the ability to delete exchange rates in the Admin/Finance - Exchange Rates tab.
   
View Finance Options Provides access to the Admin/Finance - Options tab.
Edit Finance Options Enables the ability to edit finance options in the Admin/Finance - Options tab.
   
View Asset Status Provides access to the Admin/Assets menu Status tab.
Add Asset Status Enables the ability to create new asset statuses in the Admin/Assets - Status grid.
Edit Asset Status Enables the ability to edit existing asset statuses in the Admin/Assets - Status grid.
Delete Asset Status Enables the ability to delete asset statuses in the Admin/Assets - Status grid.
   
View Custom Asset Keys Provides access to the asset custom tab in the Admin/Assets menu.
Add Custom Asset Keys Enables the ability to create new asset custom fields in the Admin/Assets - Custom tab.
Edit Custom Asset Keys Enables the ability to edit existing asset custom fields in the Admin/Assets - Custom tab.
Delete Custom Asset Keys Enables the ability to delete asset custom fields in the Admin/Assets - Custom tab.
   
View Shot Status Provides access to the Admin/Shots menu Status tab.
Add Shot Status Enables the ability to create new shot statuses in the Admin/Shots - Status grid.
Edit Shot Status Enables the ability to edit existing shot statuses in the Admin/Shots - Status grid.
Delete Shot Status Enables the ability to delete shot statuses in the Admin/Shots - Status grid.
   
Edit Shot Defaults Enables the ability to edit the shot options in the Admin/Jobs - Options tab.
   
View Custom Shot Keys Provides access to the shot custom tab in the Admin/Shots menu.
Add Custom Shot Keys Enables the ability to create new shot custom fields in the Admin/Shots - Custom tab.
Edit Custom Shot Keys Enables the ability to edit existing shot custom fields in the Admin/Shots - Custom tab.
Delete Custom Shot Keys Enables the ability to delete shot custom fields in the Admin/Shots - Custom tab.
   
View Task Types Provides access to the Admin/Tasks menu Type Types tab.
Add Task Types Enables the ability to create new task types in the Admin/Tasks - Task Types grid.
Edit Task Types Enables the ability to edit existing task types in the Admin/Tasks - Task Types grid.
Delete Task Types Enables the ability to delete task types in the Admin/Tasks - Task Types grid.
   
View Task Status Provides access to the Admin/Tasks menu Status tab.
Add Task Status Enables the ability to create new task statuses in the Admin/Tasks - Status grid.
Edit Task Status Enables the ability to edit existing task statuses in the Admin/Tasks - Status grid.
Delete Task Status Enables the ability to delete task statuses in the Admin/Tasks - Status grid.
   
View Custom Task Keys Provides access to the Admin/Tasks menu Custom tab.
Add Custom Task Keys Enables the ability to create new task custom fields in the Admin/Tasks - Custom tab.
Edit Custom Task Keys Enables the ability to edit existing task custom fields in the Admin/Tasks - Custom tab.
Delete Custom Task Keys Enables the ability to delete task custom fields in the Admin/Tasks - Custom tab.
   
View Custom Timecard Keys Provides access to the Admin/Timecards menu Custom tab.
Add Custom Timecard Keys Enables the ability to create new timecard custom fields in the Admin/Timecards - Custom tab.
Edit Custom Timecard Keys Enables the ability to edit existing timecard custom fields in the Admin/Timecards - Custom tab.
Delete Custom Timecard Keys Enables the ability to delete timecard custom fields in the Admin/Timecards - Custom tab.
   
View Review Options Enables the ability to view the review options in the Admin/Review - Custom tab.
Edit Review Options Enables the ability to edit the review options in the Admin/Review - Custom tab.
   
View Timecard Defaults Provides access to the timecard options tab in the Admin/Timecards menu.
Edit Timecard Defaults Enables the ability to edit the timecard options in the Admin/Timecards - Options tab.
   
View Media Types Provides access to the Admin/Media Types menu.
Add Media Types Enables the ability to create new media types in the Admin/Media Types grid.
Edit Media Types Enables the ability to edit existing media types in the Admin/Media Types grid.
Delete Media Types Enables the ability to delete media types in the Admin/Media Types grid.
   
View Custom Media Keys Provides access to the Admin/Media menu Custom tab.
Add Custom Media Keys Enables the ability to create new Media custom fields in the Admin/Media - Custom tab.
Edit Custom Media Keys Enables the ability to edit existing Media custom fields in the Admin/Media - Custom tab.
Delete Custom Media Keys Enables the ability to delete Media custom fields in the Admin/Media - Custom tab.
   
View Element Types Provides access to the Admin/Elements menu Types tab.
Add Element Types Enables the ability to create new element types in the Admin/Elements - Types grid.
Edit Element Types Enables the ability to edit existing element types in the Admin/Elements - Types grid.
Delete Element Types Enables the ability to delete element types in the Admin/Elements - Types grid.
   
View Element Options Provides access to the Admin/Elements - Options tab.
Edit Element Options Enables the ability to edit element options in the Admin/Elements - Options tab.
   
View Project Structures Provides access to the Admin/Project Structure menu
Add Project Structures Enables the ability to create new project structures in Admin/Project Structure.
Edit Project Structures Enables the ability to edit existing project structures in Admin/Project Structure.
Delete Project Structures Enables the ability to delete project structures in Admin/Project Structure.
   
View Bid Items Provides access to the Admin/Bidding menu Bid Items tab.
Add Bid Items Enables the ability to create new bid items in the Admin/Bidding - Bid Items grid.
Edit Bid Items Enables the ability to edit existing bid items in the Admin/Bidding - Bid Items grid.
Delete Bid Items Enables the ability to delete bid items in the Admin/Bidding - Bid Items grid.
   
View Bid Types Provides access to the Admin/Bidding menu Bid Types tab.
Add Bid Types Enables the ability to create new bid types in the Admin/Bidding - Bid Types grid.
Edit Bid Types Enables the ability to edit existing bid types in the Admin/Bidding - Bid Types grid.
Delete Bid Types Enables the ability to delete bid types in the Admin/Bidding - Bid Types grid.
   
View Bid Terms Provides access to the Admin/Bidding menu Bid Terms tab.
Add Bid Terms Enables the ability to create new bid terms in the Admin/Bidding - Bid Terms grid.
Edit Bid Terms Enables the ability to edit existing bid terms in the Admin/Bidding - Bid Terms grid.
Delete Bid Terms Enables the ability to delete bid terms in the Admin/Bidding - Bid Terms grid.
   
Edit Bid Defaults Enables the ability to edit bid default options in the Admin/Bidding - Options tab.
   
View Permission Groups Provides access to the Admin/Security menu Permission Groups tab
Add Permission Groups Enables the ability to create new permission groups in the Admin/Security - Permission Groups grid.
Edit Permission Groups Enables the ability to edit existing permission groups in the Admin/Security - Permission Groups grid.
Delete Permission Groups Enables the ability to delete permission groups in the Admin/Security - Permission Groups grid.
   
View Security Groups Provides access to the Admin/Security menu Security Groups tab
Add Security Groups Enables the ability to create new security groups in the Admin/Security - Security Groups grid.
Edit Security Groups Enables the ability to edit existing security groups in the Admin/Security - Security Groups grid.
Delete Security Groups Enables the ability to delete security groups in the Admin/Security - Security Groups grid.
   
Security Options Enables the ability to edit security options in the Admin/Security - Options tab.
   
View Notification Rules Provides access to the Admin/Notifications menu
Add Notification Rules Enables the ability to create new Notification Rules in the Admin/Notifications - Rules grid.
Edit Notification Rules Enables the ability to edit existing Notification Rules in the Admin/Notifications - Rules grid.
Delete Notification Rules Enables the ability to delete Notification Rules in the Admin/Notifications - Rules grid.
   
View Menu Links Provides access to the Admin/Links menu.
Add Menu Links Enables the ability to create new links in the Admin/Links grid.
Edit Menu Links Enables the ability to edit existing links in the Admin/Links grid.
Delete Menu Links Enables the ability to delete links in the Admin/Links grid.
   
Edit Global Settings Enables the ability to edit NIM’s global options in the Admin/Settings.
   
View Logs Provides access to the Help/Logs menu displaying NIM’s console output.

JOB PERMISSIONS
Permission Description
View Job Overview Provides access to the information contained in the job overview.
Set Job Private Enables the ability to modify the job’s private status.
   
View Job Production Menu Provides access to the job Production menu. Disabling this permission will remove the entire Production menu from the user’s UI.
   
Edit Job Settings Enables the ability to modify the job settings in the job Production/Config menu - Job tab.
Edit Job Icon Enables the ability to change the job icon in the job Production/Config menu - Job tab.
Bring Jobs Online Enables the ability to change the jobs offline/online status in the job Production/Config menu - Project tab.
Edit Job Servers Enables the ability to add and remove project servers to the job in the job Production/Config menu - Project tab.
Create Show Enables the ability to add a new show in the job Production/Config menu - Job tab.
Edit Show Enables the ability to edit an existing show in the job Production/Config menu - Job tab.
Delete Show Enables the ability to delete a show in the job Production/Config menu - Job tab.
   
View Job Config Provides access to the job Production/Config menu.
   
View Crew Provides access to the job Production/Crew menu.
Add Crew Enables the ability to add a new crew member in the job Production/Crew menu.
Edit Crew Enables the ability to edit a crew member’s job settings in the job Production/Crew menu.
Delete Crew Enables the ability to remove a crew member from a job in the job Production/Crew menu.
   
View Job Calendar Provides access to the job Production/Calendar menu.
Add Job Calendar Enables the ability to add a job calendar in the job Production/Calendar menu.
Edit Job Calendar Enables the ability to edit an existing job calendar in the job Production/Calendar menu.
Delete Job Calendar Enables the ability to delete a job calendar in the job Production/Calendar menu.
   
View Job Timecards Provides access to all job timecards in the job Production/Timecards menu.
   
View Bids Provides access to the job Production/Bids menu.
Create Bids Enables the ability to add a bid in the job Production/Bids menu.
Edit Bids Enables the ability to edit an existing bid in the job Production/Bids menu.
Delete Bids Enables the ability to delete a bid in the job Production/Bids menu.
   
View Expenses Provides access to the job Production/Expenses menu.
Create Expenses Enables the ability to add an expense in the job Production/Expenses menu.
Edit Expenses Enables the ability to edit an existing expense in the job Production/Expenses menu.
Delete Expenses Enables the ability to delete an expense in the job Production/Expenses menu.
   
View Job Actuals Provides access to the job Production/Actuals menu.
Edit Job Actuals Enables the ability to edit the job actuals in the job Production/Actuals menu.
View Financial Details Provides access to financial details on the job Production/Actuals page.
   
View Invoices Provides access to the job Production/Invoices menu.
Add Invoices Enables the ability to add an invoice in the job Production/Invoices grid.
Edit Invoices Enables the ability to edit an existing invoice in the job Production/Invoices info panel
Delete Invoices Enables the ability to delete an invoice from the job Production/Invoices grid.
   
View Job Dev Menu Provides access to the job DEV menu. Disabling this permission will remove the entire DEV menu from the user’s UI.
   
View Asset List Provides access to the job DEV menu - Asset List View. Disabling this permission will remove the view from the user’s UI.
View Asset Grid Provides access to the job DEV menu - Asset Grid View. Disabling this permission will remove the view from the user’s UI.
View Asset Task Grid Provides access to the job DEV menu - Asset Task Grid View. Disabling this permission will remove the view from the user’s UI.
View Asset Board Provides access to the job DEV menu - Asset Board View. Disabling this permission will remove the view from the user’s UI.
   
Create Assets Enables the ability to add an asset, create a series of assets, or import & merge assets in the job DEV/Assets grid.
Edit Asset Info Enables the ability to edit an existing asset in the asset info panel.
Delete Asset Enables the ability to delete an asset from the job DEV/Assets grid.
Assign Asset Status Enables the ability to set the asset status in any of the asset views.
   
View Asset Elements Provides access to the asset Elements in the asset info panel.
View Asset Files Provides access to the asset Files in the asset info panel.
View Shot Review Provides access to the shot Review in the shot info panel.
View Asset Notes Provides access to the asset Notes in the asset info panel.
   
View Job Review Provides access to the job DEV/Review menu. Disabling this permission will remove the menu from the user’s UI.
View Job Tasks Provides access to the job DEV/Tasks menu. Disabling this permission will remove the menu from the user’s UI.
   
View Job Show Menus Provides access to any of the job’s show menus. Disabling this permission will remove all show menus from the user’s UI.
   
View Shot List Provides access to the job SHOW/Sequence menu - Sequence List View. Disabling this permission will remove the view from the user’s UI.
View Shot Grid Provides access to the job SHOW/Sequence menu - Sequence Grid View. Disabling this permission will remove the view from the user’s UI.
View Shot Task Grid Provides access to the job SHOW/Sequence menu - Sequence Task Grid View. Disabling this permission will remove the view from the user’s UI.
View Shot Board Provides access to the job SHOW/Sequence menu - Sequence Board View. Disabling this permission will remove the view from the user’s UI.
   
Create Shots Enables the ability to add a shot, create a sequence of shots, or import & merge shots in the job SHOW/Sequence grid.
Edit Shot Info Enables the ability to edit an existing shot in the shot info panel.
Delete Shot Enables the ability to delete a shot from the job SHOW/Sequence grid.
Assign Shot Status Enables the ability to set the shot status in any of the shot views.
   
View Shot Elements Provides access to the shot Elements in the shot info panel.
View Shot Files Provides access to the shot Files in the shot info panel.
View Shot Review Provides access to the shot Review in the shot info panel.
View Shot Notes Provides access to the shot Notes in the shot info panel.
   
View Show Review Provides access to the job SHOW/Review menu. Disabling this permission will remove the menu from the user’s UI.
View Show Edits Provides access to the job SHOW/Edits menu. Disabling this permission will remove the menu from the user’s UI.
View Show Tasks Provides access to the job SHOW/Tasks menu. Disabling this permission will remove the menu from the user’s UI.
   
Add Task Enables the ability to add a task to an asset or shot.
Edit Task Enableds the ability to edit an existing task on an asset or shot.
Delete Task Enables the ability to delete a task on an asset or shot.
Assign User To Task Enables the ability to assign a user to an existing task.
Set Status On Any Task Enables the ability to set the status of an existing task.
   
Delete Review Items Enables the ability to delete a review item not owned by the user.
   
Add Asset Or Shot Note Enables the ability to add asset or shot notes.
Edit Any Note Enables the ability to edit any note. If this permission is disabled, users will only have access to edit their own notes.
Delete Any Note Enables the ability to delete any note. If this permission is disabled, users will only have access to delete their own notes.
   
Publish Files Enables the ability to publish files in the NIM UI.
Publish Asset Master Enables the ability to publish an asset master in the NIM UI.

Security Groups

Security groups limit user access to objects within NIM. These objects include:

  • Jobs
  • Assets
  • Shots
  • Custom Fields
    • View Access
    • Edit Access

By creating a security group and assigning it to one of the above objects, only users within the group are given access. Users without access will not see the object in the UI.

Example:

If part of a job’s crew is disclosed on some assets within a job and not others, the disclosed crew members can be assigned to a security group in the Admin/User settings. Then apply the security group to the sensitive assets in the asset info panel. Those assets will only be displayed to users within the security group.

_images/nim_admin_securitygroups.png

Note

  • Any objects that do not have an associated security group will be available to all users with the exception of Private Jobs.
  • Enabling Require API Keys will enforce security group rules when accessing the NIM API including any of of the NIM Connectors.

To add a new security group, click the nim_add_button_blue button at the top right of the security group grid. The security group details will appear and the required information can be entered as needed. When done click the check mark to save.

  • Name - The name assigned to the security group.
  • Description - A brief description of the security group.

To edit a security group, click on a security group from the grid to load the security group details. Click the edit button in the security group details panel. After making the necessary changes, click the check mark button to save.

Delete a security group entry by selecting the security group from the grid and clicking the X at the far right of the security group details pane. You will be prompted to confirm deletion of the security group. Deleting a security group will remove that security group from any items it has been assigned to.

Options

The security options available contain settings for the status of current ports open on the NIM VM, the default password strength, and options for requiring the use of API keys.

_images/nim_admin_security_options.png

Security Level

The first 3 status lines provide the status of the HTTP and HTTPS ports as well as a general security level.

If Port 80 (HTTP) is open, unencrypted traffic is allowed to be sent and received from NIM.

Limiting NIM access to Port 443 (HTTPS) will ensure that all data sent to and from the NIM VM will be secure.

To secure all data, use the nim-ssl VM console script to close or redirect all port 80 (HTTP) traffic to port 443 (HTTPS). Please refer to the Virtual Machine Shell Scripts documentation for detailed information on using the nim-ssl command line script.

Password Strength

Password strength settings establish minimum requirements for password length and included character types. The maximum password length is fixed at 128 characters. The minimum password length can be set in this panel. Additionally, you may define how many of the following items are required to be included in a password:

  • Uppercase Letters
  • Lowercase Letters
  • Numbers
  • Symbols
_images/nim_admin_settings_pwd.png

Authentication

Active Directory or LDAP can be used to authenticate users for login as well as manage permission group and security group membership. To select the authentication type to use select one of the following from the Authentication dropdown:

  • NIM - Uses NIM’s internal authentication. (Default)
  • Active Directory - Uses the defined Active Directory servers to authenticate users.
  • LDAP - Users the defined LDAP servers to authenticate users.

For more information on Active Directory/LDAP integration please refer to the LDAP/Active Directory section of the documentation.

API Keys

NIM API keys are an optional security feature that restricts API access with time limited per user keys. Requiring API keys restricts access to only those users with an API key. Additionally user access will be restricted by any established security groups. Please refer to the Users section of the documentation for information on generating user API keys.

  • Require API Keys - Enabling this checkbox forces the NIM API to require users to pass an API when authenticating. The NIM Connectors will ask each user for their API key at the next connection attempt. This can be retrieved in the Admin/User info panel.

Note

User API keys are the equivalent of custom user passwords and should be treated as such. It is highly recommended to restrict all NIM VM access to HTTPS traffic when using API keys to maintain the highest level of security.

  • Render API Key - When Require API Keys is enabled, job access can be restricted through the use of security groups. The render API key is a unique key used for distributed rendering systems that need limited access all jobs in the system. A Render API Key provides limited subset of permissions that allows a post render process to log renders and elements as well as upload dailies to NIM. This allows the render management system to seamless work across all jobs without needing per job permissions. If you require more expansive permissions for a post render process you can use a standard users API Key and set the permissions explicitly.

    To create a Render API Key click the Generate Key button. A new key will be displayed. Clicking the Generate Key button again will reset the key and any existing keys logged with the render management system will need to be updated.

Settings

General settings related to NIM are set in this section. These include:

  • PDF Header
  • SMTP Settings
  • Local License File
  • Client Portal Settings
  • Misc Settings

PDF Header

This is the header image that is applied to all PDFs created by NIM.

Click the upload button or drag an image file onto it to upload an image that will be used as a header for all PDF documents generated with NIM. The file will be resized and/or cropped to 2500 x 270 pixels.

Multiple PDF headers can be uploaded and associated with users and locations. When exporting a bid, users can select the PDF header to use from the Bid - PDF Settings tab.

_images/nim_admin_settings_pdf.png

Note

When exporting a bid PDF, NIM will search the following items and uses the first assocaited header found: the Bid PDF Settings, the Job’s Bidding Location, the user’s PDF header setting, the user’s location, the header marked as default, or the earliest uploaded header.

When exporting a review notes PDF, NIM looks at these items: the Job’s Assigned Location, the user’s PDF header setting, the user’s location, the header marked as default, or the earliest uploaded header.

SMTP Settings

For NIM to provide email notification a valid email and outgoing server information needs to be supplied. To test your email settings enter an email address in the Test Address field and click the SEND button. Verification of success or failure to delivery mail with detailed information will appear in the panel below.

_images/nim_admin_settings_smtp.png
  • Host - The address of the outgoing server.
  • Port - The port to use for the outgoing server.
  • Authenticate - Does the outgoing server use authentication.
  • Secure - Chooses the type of security protocol for authentication.
  • Sender Account - The email account name for the outgoing server.
  • Sender Name - The display name used for the email.
  • Username - The username to use for server authentication.
  • Password - The password to user for server authentication.
  • Return URL - The URL used to access the NIM login page. This address will be used for return links sent in emails. If left blank NIM will try to determine the proper address to use.

Return URL Example:

http://192.168.1.195

  • Test Address - Enter an address to send a test email to.

Local License File

Use this area to update an existing NIM license file.

Click the Upload License File button to select a license or drag a valid NIM license file over the box to update the current license file.

_images/nim_admin_settings_lic.png

Client Portal Settings

Here you will enter your NIM Client Portal username and Client Key. This information will be provided to you by NIM Labs upon initial purchase. If you do not have this information please contact support at support@nim-labs.com.

Note

The username entered here for the NIM Client Portal account will be used to validate your account. If you disable this account in the NIM Client Portal you will NOT be able to access your monthly licenses. Please ensure that an active account is set here before making changes.

The client portal key is a unqiue code assigned to the licensing account. This is different than your user account password and is in the format: XXXXX-XXXXX-XXXXX-XXXXX-XXXXX.

To view your current active monthly license total click the GET PORTAL LICENSE COUNT button. This will contact the NIM Client Portal and return the currently active monthly licenses.

_images/nim_admin_settings_portal.png

Misc Settings

This section defines various miscellaneous default settings.

_images/nim_admin_settings_misc.png
  • Help Docs Path - A browser accessible path for the NIM documentation. This can be directed to a network local path is internet access is unavailable from the users workstation. The path to the latest online documentation is at: http://nim-labs.com/docs/NIM/html
  • User Session Timeout - Sets the number of minutes before a users session will expire.
  • Hours Per Day - This value is used to convert work days to work hours when that conversion must take place. When the unit of a bid item is days, this value determines how each day is converted to hours in the “Bid Hours” column in a jobs Timecard Actualization section. When a user has a day rate type, this value is used to convert their projected hours to a projected cost.
  • Default Timezone - This is the timezone that will be applied by default to new user accounts. User timezones can be modified in the Admin/Users section or directly in the user’s preferences.
  • Default P&W - Used in Crew Rates and Actualization, new users will start with this P&W value, which will be added (as a percentage) to all of their costs.
  • Require Timecard Approval - When selected only timecards that have been approved will be actualized.
  • Include Images in Notification Emails - When disabled, images will not be included with shot, task, and dailies note emails.