We always have to manually add certain document tracking items. We need a way to have certain document tracking items automatically inserted every time for contracts and subcontracts.
mike harvey
| Company | GBA Builders |
| Job Title / Role | Senior Project Manager |
| I need it... | Yesterday...Come on already |
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A couple of thoughts here...
Quick Job Setup can be used to copy the Job Tracking items from the template job to the new one.
Vendor / Subcontract Document Tracking has the ability to copy from an existing Vendor.
Would these work?