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Module Customization for CCOs

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

    Attributes

    Establish defaults for CCO 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 attributes.

    Attribute Description Masking Available Labeling Available
    Read Only Hidden

    Approval Lock

    Marking this checkbox locks the document such that it cannot be edited by users unless they have Approve or Administrator permission to the current module.

    Read Only No Labeling

    Awarded Date

    Defines a default value for the date on Example, Current Date.

    Read Only Hidden Labeling

    Category

    Defines a default value for the category (for example, Approved).

    Read Only Hidden Labeling
    Cost Event No. The cost event from which this CCO was processed. Read Only Hidden No
    CCO No. This number combines the parent document (Contract) number and the document (Change Order) number. No No Labeling
    Contract No. The parent contract of the CCO. No Yes No
    Cost Event The cost event number. Read Only Hidden No

    Cost Status

    Defines a default value for the cost status of the CCO. When the Cost Status of a Contract Change Order changes, update the status of its Cost Items per the status update rules. You cannot remove a Cost Status while it is assigned as a default value.

    Read Only Hidden Labeling
    Created By The name of the contact who created the CCO. No No Labeling
    Created Date The date on which the CCO was created. Read Only Hidden Labeling

    Date

    Defines a default value for the CCO creation date, for example, Current Date.

    Read Only Hidden Labeling

    Description

    Defines a default description for the CCO.

    Read Only Hidden Labeling
    Display Cost Item Actual Amount Select the Default Value checkbox to display the Actual amount of the cost item. This amount is read only, and displays in the Edit view and on the Items tab. Note: This field defaults to “Hide”. No No No

    Disclaimer

    Defines a default text for the disclaimer of the CCO.

    Read Only Hidden Labeling

    Document Template

    Defines a default template to use for the printed CCO.

    Read Only Hidden Labeling

    Executed Date

    Defines a default value for the date on which the CCO was executed.

    Read Only Hidden Labeling
    Expected Date The date on which the CCO was expected back. Read Only Hidden Labeling

    Expiration Date

    Defines a default value for the date on which the CCO agreement expires, in the case where it is desired to terminate the agreement for certain types of open-ended agreements.

    Read Only Hidden Labeling
    From The contact (and company) the CCO is from. The CCO is typically addressed from the “Prime Contractor” to the “Contractor.” Read Only Hidden Labeling

    Is Committed

    Defines whether this checkbox is to be selected or deselected by default, indicating whether the CCO is executed (signed).

    No No No

    Long Description

    Define as default text for the Long Description of the CCO.

    Read Only Hidden Labeling
    No. The number of the CCO. This number is generated based on the numbering system established for the project as defined in Module Customization. Read Only No Labeling

    Notes

    Defines a default text for the Notes section of the CCO.

    Read Only Hidden Labeling
    Original Contract The original amount of the parent contract. No Hidden, when Items tab is hidden. No
    Previous CCOs The amount of any previous CCOs. No Hidden, when Items tab is hidden. No
    Previous Completion Date The date on which the change order was originally completed. Read Only Hidden Labeling
    Primary Budget Code The main budget code on the document. All items added to the document will by default be assigned this code. No No Labeling
    Proposed Total The proposed amount of this CCO. No Hidden, when Items tab is hidden. No
    Returned Date The date on which the CCO was returned. Read Only Hidden Labeling
    Revised Completion Date The date on which the revised CCO was completed. No No Labeling
    Revised Contract The total contract amount, including all CCOs. No Hidden, when Items tab is hidden. No
    Schedule Change (days) The number of days this CCO may impact the project’s schedule. Read Only Hidden Labeling

    Scope of Work

    Defines a default text for the Scope of Work section of the CCO.

    Read Only Hidden Labeling

    Sent Date

    Defines a default value for the date on which the CCO was sent.

    Read Only Hidden Labeling
    Send Wizard Subject Defines the default value of the Send Wizard Subject when sending a single document. This attribute can be set at the client level or at the project level.

    Module-specific tokens are provided for data such as the document number, subject, status, etc. For example, to have the Send Wizard subject for an RFI default to the RFI number, status and project like this:

    RFI 00052 is Pending for Project 08-1325 - Medical Center Expansion

    You would enter the following:

    [DocTypeAbbv] [DocNo] is [RFIStatus] for Project [ProjectNum] - [Project Name]

    The Custom Send Wizard Subject will not be used when sending from a multi edit page where you have selected more than one document. When sending multiple documents, the current Constructware default value will be used.
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    State

    Set a default value for the state of the CCO.

    Read Only No Labeling
    Status Changed By The number of days this CCO may impact the project’s schedule. No No Labeling
    This CCO The committed amount of this CCO. No Hidden, when Items tab is hidden. No
    To The contact (and company) for which the CCO is intended. No No Labeling

    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 CCO. 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 CCO. 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