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Automatically default in certain document tracking items on subcontracts and customer contracts

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
  • Oct 7 2022
  • Already exists
Company GBA Builders
Job Title / Role Senior Project Manager
I need it... Yesterday...Come on already
  • Attach files
  • Admin
    Geoffrey Falk commented
    June 29, 2023 21:41

    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?

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