Set PCO Defaults for a Project

You can set default values for project financials for a project and copy them to your other projects. Setting defaults can save you time when you create new Potential Change Orders (PCOs) if you want to use the same values in most instances.

Your Markups, Unit of Measures, Phases, and Cost Types are imported from your ERP. For users who do not have an ERP (Vista or Spectrum) connected to their Team instance, you can set the following:
  • The default contract markups.
  • The default units of measurement.
  • The default phases.
  • The default cost types.
    Note: Markups and Default Addons do not copy when selecting Copy PCO Settings.

You can also select the option to have PCO numbers automatically generated from this screen. See Automatically Number PCOs for a Project.

  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. From the upper right-hand corner of the page, click the settings icon , and then select Project Settings.
  3. Select PCOs.
  4. To add Markups, select the plus icon, then choose a cost type and set the percentage.
    Note: You can select the check box to Round to the whole dollar.
  5. To add a Units of Measure, select the plus icon and enter the measurement and description.
  6. To add a Phase, select the plus icon and enter the phase code and description.
  7. To add a Cost Type, select the plus icon and enter the cost type code and description.
  8. Select Save Changes.
The default settings for Project Financials are updated.