The following table contains the CCOs buttons, descriptions of the buttons, and the permissions required to be able to use the buttons.
| Button | Description | Permission |
|---|---|---|
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| Attaches the selected document to other documents using the Constructware Attachment feature. Use the attachment feature to link multiple documents together to track all information pertaining to a particular issue. | Administrator Change |
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| Closes the pop-up window. | Administrator Change |
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| Enables you to add comments about the selected document. These comments are not part of the official document, but instead are a threaded discussion about the document. | Administrator Change The creation of other documents is dependent on the users permission level in the destination document type. |
|
| Directs you to the Module Customization for CCOs page for this module, which allows the configuration of numbering schemes and default values for all fields, per project. | Administrator |
|
| Enables you to change an existing document and edit a Cost Item that has been added to the document. Clicking Edit for a document under work-flow lock opens the Edit page with most of the fields marked as “Read-Only” except State and Linked Documents. | Administrator Change Change - Cost Items |
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| Opens the Form Letter Wizard, where you can create a Correspondence about a CCO using a pre-defined Form Letter. There must be an active form letter setup record in Data Maintenance | Dependent on permission to Correspondence |
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| Opens the History pop-up window to allow you to view the Distribution History of the selected document. You can view any sent documents, the recipients, the date on which the document was sent, and confirmation of receipt (time/date stamping, and so on). | Administrator Approve Change View View Own Distribute |
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| Moves the selected Cost Item in the Items tab down in order on the current document. | Change - Cost Items |
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| Moves the selected Cost Item in the Items tab up in order on the current document. | Change - Cost Items |
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| Enables you to change up to 20 documents at one time, using an editable log format with select fields. | Administrator Change Change - Cost Items |
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| Enables you to create a new document. On the Items tab, the button allows users with permission to create Cost Items to add Cost Items to the Document. | Administrator Change Change - Cost Items Initiate - Cost Items |
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| Enables you to create other Cost Management documents, such as RCOs and Contracts from the selected document. This shortcut saves several steps over the alternate method of creating the new documents from scratch. | Administrator Change View |
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| Click the Push Down button to use the same value for all Design Reviews. Enter the value in the top field and then click the Push Down button to display the value in the same field for the other entries. | Administrator Change Change - Cost Items |
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| Click the Quick Add button to add contacts and companies to your document quickly. When you click the button, the Quick Add pop-up displays so you can type a string of characters and then click Add. If there is no exact match, the standard contact dialog displays so you can select from the found matches, or enter additional search criteria. The system assumes that you will enter the text in the form of "firstname lastname (company)". If you enter only one word, it is considered to be a last name. Anything entered between parentheses is considered to be a company name. Note: If you are using a project-specific document, the contact names default to the members of the project team. | Administrator Change |
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| Enables you to remove a Cost Item from the Document. | Administrator Change Change - Cost Items |
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| Directs you to the General Reports module, with the appropriate Category of report pre-selected. Click Return to return to the current module. | Administrator Change View |
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| Initiates the approval process of the document. See Routing Documents for more information. | Administrator Change Approve |
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| Enables you to save information entered into the system. Use the Save function when creating new or modifying document information. The Save/Close button closes the current screen and saves the information, and the Save/New button saves the current record and creates a new blank one. | Change Change - Cost Items Initiate - Cost Items |
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| Opens the Send Wizard. Allows you to send your item by message, email, or fax; and/or to build a Distribution list that displays on the document. See Send Wizard for more information. | Administrator Change |
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| Enables you to check the spelling of text entered into the system. | Administrator Change |
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| Updates the forecasted budget. | Administrator Change |
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| Enables you to view the selected document in printable form. The printout contains information pertaining to the selected document and its Cost Items and Markups. | Administrator Change View |
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| Returns you to the module log page. | Administrator Change |
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| Enables you to set the record state of the selected document to Void. | Change |