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Module Customization for OCOs

1. Client and Project Tabs
1. 1.1. General
2. 1.2. Attributes
3. 1.3. View Options
4. 1.4. Routing
5. 1.5. Masking
6. 1.6. Labels
2. Additional Project Level Tabs

Module customization enables you to set defaults and set up workflow routing, where applicable, for the OCOs 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 OCOs.

Attributes

Establish default OCO attributes as described in the following table.

Only users with Change or better permission to the Module Customization module can change the Masking and Labeling settings.

Attribute	Description
Additional Signature	Defines a default contact to indicate that an additional signature is needed for the OCO.
Budget Status	When the Budget Status of an OCO changes, update the status of its Cost Items per the status update rules. Allows you to set a default value for the budget status. You cannot remove a Budget Status while it is assigned as a default value.
Category	Defines a default value for the category of the OCO. Example: Approved
Date	Defines a default value for the date on which the OCO is created. Example: Current Date
Description	Defines a default text for the description of the OCO.
Disclaimer	Defines a default text as it is to display in the Disclaimer section of the OCO.
Display Full Text in Log Fields	Displays the full text of the Description on the log. If you select this attribute, 255 character text fields will display the full text, with text wrapping as required. If you do not select this attribute, 255 character text fields will display only the first 47 characters, followed by ellipses (...). and the full text will display as a tool tip when the mouse hovers over the field.
Document Template	Defines a default template for the OCO.
From	Defines a default contact as the creator of the OCO.
Long Description	A more detailed description of the OCO.
Markup Formula	Defines a default Markup Formula to use in calculating Markups that are applied to the OCO.
No.	The numbering system for the OCOs.
Notes	Defines a default text for the Notes section displayed on the OCO.
Previous Completion Date	The previous date on which the OCO was completed.
Revised Completion Date	Set a default date for the date on which the revision of the OCO is complete.
Schedule Change	Defines a default number of days the execution of the Change Order would impact the original project schedule.
Scope of Work	Defines a default text to describe the Scope of work for the Change Order.
State	Defines a default for the state of the OCO. Example: Active.
To	Defines a default contact as the recipient of the OCO.

View Options

Establish whether to display Standard Options (such as, Comments, Distribution and Linked Documents) as well as Header Options (such as, Fax and Phone numbers) on the printed OCO. Also, you can establish to display the Name, Title and Date of the To and From contacts underneath the Signature line. In addition, if your company is using custom fields, you can set the View Options to View All or Hide All custom fields.

Routing

Establish routes for the approval process of the OCO. See Defining a Route and Routing Documents for more information.

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.

Additional Project Level Tabs

Data Exchange

Constructware