Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to Export Change Orders, users will need View permissions for Change Orders
Exporting Change Orders and Potential Change Orders
Select a project from the dashboard, go to the Change Order module in the sidebar menu, and click on either the Change Orders or Potential Change Orders tab, depending on your requirements.
Select the specific Change Orders or Potential Change Orders you want to export. You can choose individual items or select multiple entries.
Once the desired CO or PCO is selected, click on the Actions button to access a range of export options.
Export Selected - Export just the Change Orders selected. A CSV in a zip folder will be emailed to you
Export CO Log PDF - Export a PDF of the Change Orders selected
Export CO Log CSV - Your CSV file of your selected Change Orders will automatically be downloaded
Export Filtered - Use Filters to export just the Change Orders you want. When selected, a new screen will appear where you can select your criteria. Once you click "Export", your CSV will be emailed to you.
