Change Order Proposals (Committed) Number Settings

In this topic, we'll show you how to customize Change Order Proposals (Committed) numbering.

You can easily customize Change Order Proposals (Committed) numbering to follow your custom numbering system by using this feature.

From the Change Order Proposals (Committed) Dashboard

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



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



  3. Click on Settings and then click on Numbers from the drop-down.

      



  4. You can choose to use the default numbering system. The default numbering is assigned based on the company name and document type. In case of Change Order Proposals, the document type is Change Order Proposals (Committed). To add a prefix to the Change Order Proposals numbering and then auto generating numbers after that, use the second option – “Continue auto-generating Change Order Proposals Budgeted numbers.” You can also choose to manually enter Change Order Proposal number by selecting the third option – “I will add them manually each time.” To use the second option, select the Radio button located next to “Continue auto-generating Change Order Proposals Budgeted numbers”.



  5. Enter the Change Order Proposals (Committed) Prefix and the Next Number in the sequence. All the new Change Order Proposals (Committed) generated in the project will follow this number and the Change Order Proposals (Committed) numbers will be auto generated in sequence.



  6. Click on the Save button.



  7. Click on the OK button. The custom numbering settings will be successfully saved.



  8. To use the third option, select the Radio button located next to “I will add them manually each time”.



  9. Click on the Save button.



  10. Click on the OK button. The custom numbering settings will be successfully saved.


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