Project Settings for Project Financials

You can set a number of defaults for your Project Financials in the project settings. Setting defaults can save you time when creating new Pending Change Orders.

You can set the following defaults on Pending Change Orders (PCOs).
Note: Only Enterprise Administrators and Project Managers have access to Project Financial settings.
  • Automatically number PCO based on project number or by project number and PCO type.
  • Source Markups and Add-Ons from your ERP. The defaults will be applied when you add a PCO item and can be edited on the PCO.
    Note: For users who are not connected to an ERP such as Spectrum and Vista, you can add your Markups Unit of Measures, Phases, and Cost Types manually.