Field Definitions: PM Document Types Form
The following is a list of field descriptions for the PM Document Types form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.
Document Type
Enter a code, up to 10 characters, that will identify this type of document.
PM Document Types
Description
Enter a description of this document type. The value in this field can be up to 30 characters long.
PM Document Types
Document Category
Select the document category associated with the document type.
If you select "Pending Change Order", the fields on the form that only apply to PCO types will be enabled. Click here for information on creating PCO types.
RFQs
The Request For Quote document option only applies to the enhanced PM Request For Quote form.
Document types associated with this category cannot be assigned to an RFQ created using the PM Request For Quote - 6.6 form.
Submittals - 6.5
The Submittals - 6.5 option is for document types that apply to the submittals created using the PM Submittals - 6.5 form. The system will automatically assign this document category to submittal types created prior to upgrading to version 6.6.
PM Document Types
Active
Check this box to activate a document type. Only active document types can be assigned to a record (RFIs, pending change orders, etc.).
If you uncheck this box, the documents assigned to the 'inactive' document type can still be processed.
PM Document Tracking and PM Document Tracking History will include inactive document types because these forms are only used for viewing/tracking the status and activity of documents for a project. PM Transmittals will also allow inactive document types because it is only used to assign existing documents to transmittals. However, the Document Type lookups in these forms will not display inactive document types.
PM Document Types
Include in Cost Projections
The Include in Cost Projections check box on the PM Document Types form.
This check box is only enabled for document types with a Document Category of ‘Pending Change Order’.
Select this check box to include pending change orders assigned this document type in cost and revenue projections.
- For Cost Projections, if you select this check box, pending change orders of this type will display on the Future COs tab of the PM Cost Projection Editor form.
- For Revenue Projections, if you select this check box, pending change orders of this type will display in the JC Revenue Future CO form (accessed from JC Revenue Projections by selecting ).
Pending change order units and amounts will also be included in the Future CO columns in JC Cost Projections, JC Revenue Projections, and JC Override Projections (Cost and Revenue tabs).
- If the status code assigned to a PCO has a Projections Option of ‘None’, the PCO will not display in the JC Projection Future CO or JC Revenue Future CO forms, nor will the change order amounts be included in any of the ‘Future CO’ columns, regardless of whether this flag is checked for the PCO’s document type.
- If the status code’s Projections Option is set to ‘Display in Projections’ or ‘Display & Calculate in Projections’, this flag must also be checked in order for pending change orders to be included in cost and/or revenue projections.
If this check box is not selected, pending change orders with this document type are excluded from cost and revenue projections.
Include Default Add-ons and Markups
This checkbox is only enabled when Pending Change Order is selected in the Document Category drop down.
Check this box to include add-ons and markups on pending change orders that impact estimates, purchase orders, and subcontracts. When a new pending change order is created using PM Pending Change Orders and the Estimate, SL, or PO box on the Info tab is checked, the system will automatically include all add-ons defined for the project in PM Project Add-ons, in addition to any markups defined for cost types on the project that are specified on the change order.
Leave this box unchecked if you do not want add-ons and markups included on pending change orders that impact estimates, purchase orders, or subcontracts. When a new internal pending change order is added, the system will only include add-ons if the Contract box on the Info tab is checked. Markups will be initialized for cost types specified on the change order; however, all values will be set to 0.00.
PM Document Types
Pricing Method
Use this field to set the default value of the Pricing Methodfield on the Info tab of PM Pending Change Order when creating a PCO of this document type. Click here for information on the Pricing Method field on PM Pending Change Orders.
This field only defines the default value. Users will be able to change the default selection if it does not apply.
This field is only enabled when Pending Change Order is selected in the Document Category drop down menu.
PM Document Types
Estimate
This field is only enabled when Pending Change Order is selected in the Document Category drop down menu.
Select this check box to default the Estimate check box in PM Pending Change Orders (Info tab) as selected when creating a PCO of this document type.
Leave this check box unselected to default the Estimate check box in PM Pending Change Orders as unselected when creating a PCO of this document type.
Click here for information about the Estimate field on PM Pending Change Orders.
PM Pending Change Order - Budget field
PM Document Types
SL
This field is only enabled when Pending Change Order is selected in the Document Category drop down menu.
Select this check box to default the SL check box in PM Pending Change Orders (Info tab) as selected when creating a PCO of this document type.
Leave this check box unselected to default the SL check box in PM Pending Change Orders as unselected when creating a PCO of this document type.
Click here for information on the SL field on PM Pending Change Orders.
PM Document Types
PO
This field is only enabled when Pending Change Order is selected in the Document Category drop down menu.
Select this check box to default the PO check box in PM Pending Change Orders (Info tab) as selected when creating a PCO of this document type.
Leave this check box unselected to default the PO check box in PM Pending Change Orders as unselected when creating a PCO of this document type.
Click here for information on the PO field on PM Pending Change Orders.
PM Document Types
Contract
This field is only enabled when Pending Change Order is selected in the Document Category drop down menu.
Select this check box to default the Contract check box in PM Pending Change Orders (Info tab) as selected when creating a PCO of this document type.
Leave this check box unselected to default the Contract check box in PM Pending Change Orders as unselected when creating a PCO of this document type.
Click here for information on the Contract field on PM Pending Change Orders.
PM Document Types
PCO Date 1/2/3
Enabled only for document types with a Document Category of Pending Change Order.
These fields are user-defined date fields (up to 30 characters each) that are tracked at the pending change order header level for this document type. The data entered in these fields will be used as the headings for the corresponding date columns in PM Change Orders (Pending tab), PM Pending Change Orders (Grid and Info tabs), and PM Document Tracking (Pending Change Orders tab).
Examples
Date Received, Sent for Approval, Approved
PM Document Types
Show PCO Date 1/2/3 in Grid
Check this box to have the selected PCO Date field displayed when working with pending change orders. When checked, the specified date field will display in PM Change Orders (Pending tab) and PM Pending Change Orders (Grid and Info tabs), as well as in PM Document Tracking for any view including Pending Change Orders.
If no description was entered in the selected PCO Date field, and you check this box, the column heading will appear as Date 1, Date 2, or Date 3 (depending on the date field for which you checked this box).
Uncheck this box if you do not want the selected PCO Date field to display when working with pending change orders (in PM Change Orders, PM Pending Change Orders, and PM Document Tracking).
PM Document Types
Item Date 1/2/3
Enabled only for document types with a Document Category of ‘Pending Change Order’.
These fields are user-defined date fields (up to 30 characters each) that are tracked at the pending change order item level for this document type. The data entered in these fields will be used as the headings for the corresponding date columns in PM Pending Change Orders (Items section, Grid and Add’l Info tabs).
Examples
Item Submitted, Item Approval Required By, Item Approved.
PM Document Types
Show Item Date 1/2/3 in Grid
Check this box to have the selected Item Date field displayed when working with pending change order items. When checked, specified date field will display in PM Pending Change Orders (Grid and Add’l Info tabs).
Leave this box unchecked if you do not want the selected Item Date field to display when working with pending change order items (in PM Pending Change Orders).
PM Document Types
