A PunchList document is a type of “to-do” or checklist document.
Once you have a project, you can create a PunchList manually or through automatic workflow. In addition, you can create as many PunchList documents per project as needed.
Bid documents keep track of all your binds for prospective projects. A Bid document is usually created before a project, and it is often the first document created in a
Question: I have a Change Item on a Change Order document. How do I enter revenue and expense amounts for this Item? Answer: There are two ways to enter budget
Creating the first Pay Application is different from the creating other Pay Application documents. Note: The Project Setup document Status must be Committed before you can create the Pay Application and SOV