Configuring PM Document Types

The PM Document Types form is used to globally manage document types across all companies. It allows customization of date field labels on project management forms and controls whether pending change orders are included in cost projections.

Before you start

• Understanding of project management processes and reporting requirements.

Steps

1. Access thePM Document Typesform.
2. Set up document types globally, ensuring consistency across all companies.
3. Customize the labels for date fields on various project management forms.
4. Decide if pending change orders should be included in cost projections by checking the 'Include in Cost Projections' checkbox.
5. Ensure the corresponding status ID option is enabled for cost projections.

Notes

• The 'Include in Cost Projections' checkbox is checked if you want pending change orders to affect projected final costs.
• Remember that changes made here affect all companies globally.