Module customization enables you to set defaults and set up workflow routing, where applicable, for the Project Checklist business processes. There are two types of defaults:
- Client level defaults are set in MaintenanceData MaintenanceModule Customization.
- Project level defaults are set by selecting the Customize button within the Module.
Available customization choices at the Project level are similar to the Client level, with a few exceptions.
Client and Project Tabs
Establish the numbering format for your Project Checklist.
Establish defaults for Project Checklist attributes as described in the following table.
Only users with Change permission or better to the Module Customization module can change the Masking and Labeling settings.
|Created By||The user who created the project checklist.|
|Date Created||The date on which the checklist was created. |
Defines a default value for the due date of the checklist item.
Example: Current Date + 5
|Initialized Date||The date on which the checklist was initialized. |
|Last Modified||The date the checklist was last modified. |
|Last Modified By||The contact who last modified the Checklist item. |
|Name||The name of the Checklist section. |
Enables you to define a default text for the Notes section when creating a project.
|Order||The numeric value in this field specifies the order in which the Checklist items display. |
Defines a Responsible contact for the selected Checklist item.
|Status||The status of the user(s) progress with setting up section of the project. In Progress, Initialized |
Allows you to hide or make certain attributes read only.
Allows you to re-label a standard Constructware attribute to meet your business terminology.