Add/Edit Custom Design/Bid PackageTypes

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6 months ago

Add/Edit Custom Design/Bid Package Types

Each ConstructEx project starts with the standard AIA terminology, but you can edit and add package types as needed to track any package type.

Perform the following steps to add or edit custom design/bid package types.

You must be a Project Administrator to add or edit document types.

To add or edit custom design/bid package types

Select Administration > Module Configuration from the Design/Bid Packages module.

Scroll down to the Package Types section on the Module Configuration page.

Enter the description for the new package type in the last row. You can also edit values for existing package types.

A package type can only be deleted if no packages exist under that package type.

Click Save Settings to save your changes.

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