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                                                In the settings, you can change the settings for drawings, specifications, 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 status, it's applied to new and existing items.
 To open the record settings
To open the record settings
                                                    - Open the settings.
- In the Portfolio settings or Project settings section of the menu, select Records.
If the settings are locked () in the project, they're inherited from the portfolio. To edit the project settings, you can unlock them.
 Settings for companies and projects
Settings for companies and projects
                                                         Companies
Companies
                                                                - Custom fields (portfolio settings only)
- Field attributes (portfolio settings only)
- Nomenclature (portfolio settings only)
- Reports (portfolio settings only)
 Projects
Projects
                                                                - Custom fields (portfolio settings only)
- Field attributes (portfolio settings only)
- Nomenclature
- Reports (portfolio settings only)
- Workflow (portfolio settings only)
 Settings for drawings
Settings for drawings
                                                         Drawing sets
Drawing sets
						
                                                                - 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
 Drawings
Drawings
						
                                                                - Custom fields (portfolio settings only)
- Default assignee
- Discipline
- Field attributes
- General
- Availability in the portfolio or project
- Quick upload folder
- Snapping for measurement annotations
- Superseded stamp
- Nomenclature
- Notifications
- Publish As
- Reports (portfolio settings only)
- Workflow
 Settings for specifications
Settings for specifications
                                                         Specification sets
Specification sets
                                                                - 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.
 Specifications
Specifications
                                                                - Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow
Notifications aren't sent to default assignees.
 Settings for record types
Settings for record types
                                                         Action items
Action items
                                                                - 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
 Applications for payment (AFPs)
Applications for payment (AFPs)
                                                                - Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow
 Budgets
Budgets
                                                                - Budget code structure
- Budget group lookups
- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow
 Change order requests (CORs)
Change order requests (CORs)
                                                                - Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow
 Checklists
Checklists
                                                                - 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
 Contract invoices
Contract invoices
                                                                - 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
 Contracts
Contracts
                                                                - 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
 Cost forecasts
Cost forecasts
                                                                - Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow
 Daily reports
Daily reports
                                                                - 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
 Field work directives
Field work directives
						
                                                                - 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
 General invoices
General invoices
                                                                - Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Purchase order catalog (portfolio settings only)
- Reports (portfolio settings only)
- Workflow
 Issues
Issues
                                                                - 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
 Meeting minutes
Meeting minutes
                                                                - 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
 Notices to comply
Notices to comply
						
                                                                - 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
 Potential change orders (PCOs)
Potential change orders (PCOs)
                                                                - Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Default markups
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow
 Prime contract change orders (PCCOs)
Prime contract change orders (PCCOs)
                                                                - Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow
 Punch items
Punch items
                                                                - 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
 Purchase orders (POs)
Purchase orders (POs)
                                                                - 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
 RFIs
RFIs
                                                                - 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
 Safety notices
Safety notices
                                                                - 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
 Subcontract change orders (SCOs)
Subcontract change orders (SCOs)
                                                                - Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow
 Submittal packages
Submittal packages
                                                                - 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
 Submittals
Submittals
						
                                                                - 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
 Transmittals
Transmittals
                                                                - 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

