CPM-Project Report Templates

Utilities>Client Management Set Up>Project Report Templates

This will be used to set defaults for specific types of project reports.  The defaults will be used when creating a new report but can be edited when printing a specific report. There multiple predefined report types: PROPOSAL, REQUEST, CHANGE ORDER, TRANSMITTAL / SUBMITTAL.

Click the edit button to add this information initially or to change it later.  Below shows the Request for Information Default Screen:

Complete as little or as much of the default information and fill in the rest at the time letters are created. 

 It is possible to create multiple versions of reports and letters by clicking the Insert button.

1.  Use F8 to choose the Report Type. This is required.
2. Use the Template name to give it a description.  In the example above the Template Name Additional Material specifies the type of Change Order.  Duplicate Names are not allowed.  Then complete the rest of the default information for this report or letter. Name is also required.
3. In reports after choosing the type, in this case Change Order, choose the report name.