How can I add Potential Change Order (PCO) reason codes or types?

Option 1: Add a Potential Change Order (PCO) reason code or type in the Project Admin settings.

1. Inside of the project, go to Project Admin > Contract / PCO / Change Order.
2. The page will display settings for the module. Look for the Add/Edit/Delete PCO Reason Codes and/or Types section.
3. For either Reason Codes or Types, click the '+' icon on the top right to add new entries.
4. Enter the new Reason Code or Type into the field and hit the check icon to save your changes.

Option 2: Copy Potential Change Order (PCO) reason code or type from another project.

1. On the My Projects page, click the ellipses located on the left of the project name for the project that has the PCO reason codes/types set up the way you want.
2. Click the Copy button from the list. The copy process screen will appear, showing the project you're copying from and a list of available projects to copy to. 
3. Select one or more projects from the box on the left labeled Project List and use the arrow button to push the selected projects over to the box on the right labeled Copy To.

   Helpful Hint: It is always a good idea to do a trial run for a copy process first. Make sure the selections you make will not mess up your live projects.

4. Click the Next button when ready.
5. Select Construction Management in the App Group drop-down list.
6. Check the box for Contracts / PCO / CO.
7. Hit the Next button.
   

   Helpful Hint: This will also copy other elements from the module you're copying. For instance, when copying Contracts/PCO/Change Orders under Construction Management, the access rights from the 'Copy From' project will also be transferred.

   The copy process is not a copy and replace process. It will not delete any project information.

8. Hit the Copy button. The process may take some time depending on how many projects were selected. When it has finished, you will be directed to a page that lists major items that were copied.