Add Template Dialog Box - Default Owners Page


The document owner can be changed at the document level. You must select an owner for each document type. Click Next when you are finished with this section.

Contract Owner

Select the owner of the contract for the project based on this template.

Purchase Order Owner

Select the Purchase Order owner for the project based on this template.

Requisition Owner

Select the Requisition owner for the project based on this template.

RFI Owner

Select the Request for Information owner for the project based on this template.

Change Order Owner

Select the Change Order owner for the project based on this template.

How to access this dialog box:

  1. From the Project View, right-click on the Templates folder and select New Template.
  2. In the Add Template Dialog Box, click the Default Owners tab.

    Note: You will need to enter a project name and title before clicking this tab.



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Last Published Wednesday, June 17, 2015