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Module Customization for Project Checklist

1. Client and Project Tabs
1. 1.1. General
2. 1.2. Attributes
3. 1.3. Masking
4. 1.4. Labels

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

General

Establish the numbering format for your Project Checklist.

Attributes

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.

Attribute	Description
Created By	The user who created the project checklist.
Date Created	The date on which the checklist was created.
Due	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.
Notes	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.
Responsible	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

Masking

Allows you to hide or make certain attributes read only.

Labels

Allows you to re-label a standard Constructware attribute to meet your business terminology.