You can have Viewpoint Team™ automatically generate Pending Change Order (PCO) numbers to
ensure the numbers are consistent within a project and, if you have the numbers generated
the same way for every project, across projects.
PCO numbers can be
based on the project or by the project and type combination. The PCO number is assigned
to the submittal when it is initially saved or sent.
- From the home page, under Projects, select the name of
the project you want to open.
Alternatively, go to the main menu
in the upper left-hand corner, select
Projects, and then select the
name of the project you want to open.
The Dashboard for the project
appears.
-
From the upper right-hand corner of the page,
select the settings icon
, then select
Project
Settings.
-
Click on the Project Financials tab, then
select PCOS.
-
Select the Enable automatic PCOs Number
check box to have Viewpoint Team™
automatically assign a number for each submittal created on this project. Then
select one of the following:
- Select by project to have the
PCO number based on the project number.
- Select by project and type to
have the submittal number based on the combination of project number and PCO
type.
-
Click Save Changes.
PCOs for the selected
project will now be numbered automatically.
