Change Order Proposals (Budgeted) Designated Reviewer Settings

In this topic, we'll show you how to setup the Designated Reviewers in the Change Order Proposals (Budgeted) module. Designated Reviewers are similar to the gatekeepers for the documentation going out of a company. They will be the first reviewers for all the documents sent out from a particular company in your project. By default this option is turned off. You can add the Designated Reviewers for each company from the Change Order Proposals (Budgeted) Settings page.

From the Change Order Proposals (Budgeted) Module

  1. Click on the Change Management module from the left navigation.



  2. Click on the Change Order Proposals (Budgeted).



  3. Click on the Settings drop-down and then click on the Designated Reviewer.

      

      

  4. Click on the Select Company dropdown and select a company, for which you want to setup a Designated Reviewer for.





  5. Click on the Add Designated Reviewers button.



  6. Select the check boxes next to the user names, whom you want to make the Designated Reviewers, and click on the Add button.



  7. The selected users will be added as the Designated Reviewers for selected company.


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