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POCOs Buttons

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The following table contains the POCOs buttons, descriptions of the buttons, and the permissions required to be able to use the buttons.

All permissions: Administrator, Approve, Change, Requisition, View, View Own, and Distribute

Button	Description	Permissions
	Allows you to attach the selected document to other documents using the Constructware Attachment feature. The attachment feature links multiple documents together to track all information pertaining to a particular issue.	Administrator Change
	Nullifies any changes made since the last save and return to the parent window or the main log, depending upon context.	Administrator Change
	Allows 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 View
	Directs you to the Module Customization for POCOs page for this module, which allows the configuration of numbering schemes and default values for all fields, per project.	Administrator
	Allows you to change a document that has already been created. This button also allows you to 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 tab)
	Opens the Form Letter Wizard, allowing you to create a Correspondence about a POCO 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).	All
	Moves the selected Cost Item in the Items tab down in order on the current document.	Change
	Moves the selected Cost Item in the Items tab up in order on the current document.	Change
	Allows you to change up to 20 documents at one time, using an editable log format with select fields.	Administrator Change Change (Cost Items tab)
	Allows 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 tab) Initiate (Cost Items tab)
	Create a new item or document. On the Items tab, the button allows users with permission to create Cost Items to add Cost Items to the Document.	Administrator Approve Change Initiate - Cost Items tab
	Allows 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. The creation of other documents is dependent on the users permission level in the destination document type.	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 (Cost Items tab) Initiate (Cost Items tab)
	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 defaults to the members of the project team.	Administrator Change
	Allows you to remove a Cost Item from the Document.	Change
	Directs you to the General Reports module, with the appropriate Category of report pre-selected. Click Return to come back the current module.	Administrator Change View
	Initiates the approval process of the document. See Routing Documents for more information.	Administrator Change Approve
	Allows you to save information that has been entered into the system. Use the Save function when creating new or modifying document information.	Change Change (Cost Items tab) Initiate (Cost Items tab)
	Closes the current screen and saves the information.	Change
	Opens the Send Wizard so you can 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 details.	Administrator Change
	Allow you to check the spelling of text entered into the system.	Administrator Change View
	Allows 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
	Allows you to set the record state of the selected document to Void.	Change

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