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Record settings
In the portfolio or project settings, you can change the settings for drawing sets, drawings, and record types.
If you change the default for a setting, it's applied only to new items. If you rename a setting, such as a workflow status, it's applied to new and existing items.

This video includes the following information:
- General record settings (1:05)
- Field attributes and nomenclature (1:49)
- Reports (2:40)
- Workflow (3:48)
- Other record settings (5:07)
- Lookup lists (6:22)

- To open the portfolio settings, click , and then click settings (Settings) by the portfolio name.
- On the settings menu, click Record Settings.
—Or—
To open the project settings, open the project, click , and then click settings (Settings) by the project name.
If the settings are locked (lock) in the project, they're inherited from the portfolio. To edit the project settings, you can unlock them.


- Custom fields (portfolio settings only)
- Field attributes (portfolio settings only)
- Nomenclature (portfolio settings only)
- Reports (portfolio settings only)

- Custom fields (portfolio settings only)
- Field attributes (portfolio settings only)
- Nomenclature
- Reports (portfolio settings only)
- Workflow (portfolio settings only)


- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Availability in the portfolio or project
- Default drawing group
- Numbering
- Publishing notification
- Quick upload folder (for files that are linked via assignment notifications)
- Review time
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Availability in the portfolio or project
- Default drawing group
- Quick upload folder
- Snapping for measurement annotations
- Superseded stamp
- Nomenclature
- Notifications
- Publish As
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Divisions
- Field attributes
- General
- Availability in the portfolio or project
- Default specification group
- Numbering
- Publishing notification
- Quick upload folder
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow
Notifications aren't sent to default assignees.

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow
Notifications aren't sent to default assignees.


- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Numbering
- Quick upload folder
- Review time
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Budget code structure
- Budget group lookups
- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Numbering
- Quick upload folder
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Templates (project settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Default budget approval
- Default budget approval for users with limited access
- Numbering
- Quick upload folder
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Default budget approval
- Default contract rule
- Default retainage values
- Numbering
- Quick upload folder
- Sharing
- Contract types
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- Equipment
- General
- Availability in the portfolio or project
- Labor card display
- Labor summary unit of measurement
- Linking to drawing annotations
- Quick upload folder
- Weather unit of measurement
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Weather entry (project settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Numbering
- Quick upload folder
- Review time
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Purchase order catalog (portfolio settings only)
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Numbering
- Quick upload folder
- Review time
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Quick upload folder
- Review time
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Numbering
- Quick upload folder
- Review time
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Default markups
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Numbering
- Quick upload folder
- Review time
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Typical conditions
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Default budget approval
- Default shipping information
- Numbering
- Quick upload folder
- Review time
- Sharing
- Nomenclature
- Notifications
- Purchase order catalog (portfolio settings only)
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Numbering
- Quick upload folder
- Review time
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Numbering
- Quick upload folder
- Review time
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Numbering
- Quick upload folder
- Review time
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Numbering
- Quick upload folder
- Review time
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Spec sections
- Workflow

- Custom fields (portfolio settings only)
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Numbering
- Quick upload folder
- Sharing
- Telephone and fax in company addresses
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow