Automatically Number PCOs for a Project

You can have Viewpoint Team™ automatically generate Pending Change Order (PCO) numbers to ensure the numbers are consistent within a project and, if you have the numbers generated the same way for every project, across projects.

PCO numbers can be based on the project or by the project and type combination. The PCO number is assigned to the submittal when it is initially saved or sent.
  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. Click on the Project Financials tab, then select PCOS.
  4. Select the Enable automatic PCOs Number check box to have Viewpoint Team™ automatically assign a number for each submittal created on this project. Then select one of the following:
    • Select by project to have the PCO number based on the project number.
    • Select by project and type to have the submittal number based on the combination of project number and PCO type.
  5. Click Save Changes.
PCOs for the selected project will now be numbered automatically.