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CCOs Buttons

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    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
     

    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

     

    Closes the pop-up window.

    Administrator

    Change

     

    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

     

    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 Form Letter Setup for this button to be accessible.

    Dependent on permission to Correspondence

     

    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

     

    Moves the selected Cost Item in the Items tab down in order on the current document.

    Change - Cost Items

     

    Moves the selected Cost Item in the Items tab up in order on the current document.

    Change - Cost Items

     

    Enables you to change up to 20 documents at one time, using an editable log format with select fields.

    Administrator

    Change

    Change - Cost Items

     

    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

     

    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

     

    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
     

    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
     

    Enables you to remove a Cost Item from the Document.

    Administrator

    Change

    Change - Cost Items

     

    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

     

    Initiates the approval process of the document. See Routing Documents for more information.

    Administrator

    Change

    Approve

     

    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

     

    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

     

    Enables you to check the spelling of text entered into the system.

    Administrator

    Change

     

    Updates the forecasted budget.

    Administrator

    Change

     

    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

     

    Returns you to the module log page.

    Administrator

    Change

     

    Enables you to set the record state of the selected document to Void.

    Change