Each project in RedTeam Flex has default settings for its change proposals: the proposal format, how the scope of work is itemized, how long a proposal stays valid, and the proposed punch duration. Set them once, and RedTeam Flex fills them in every time you prepare a change proposal on that project.
Set the defaults for a project
Step 1: Open the project, then click the Project Setup icon next to the project status bar.
Step 2: Click Project Preferences.
Step 3: In Search Preferences, type Proposal Format. The Change Orders > Change Proposal settings appear.
Step 4: Set the defaults you want. Each change saves on its own.
Proposal Format: the proposal form to use. The list shows the active proposal forms that match the project's proposal type, for example Fixed Price. Forms that are switched off aren't listed (see Switch a Proposal Form On or Off).
Scope of Work Itemize: how the scope of work is listed on the proposal, for example by cost division or by cost code.
Proposal Expiration: how many calendar days the proposal stays valid.
Proposed Punch Duration: the punch duration, in calendar days, to propose with each change.
What happens when you prepare a change proposal
In step 7, Change Proposal, of a potential change, Proposal Format, Scope of Work, Proposal Expiration and Proposed Punch Duration are already filled in with the project's defaults. You can change any of them for that proposal.
Note: Changing a default affects change proposals you prepare from then on. Change proposals you've already saved keep their settings.