Setting up various Process Views can allow you to easily access information that is relevant to you.
- Click on the Process module tab at the top of your screen.
- Click on the Add View button
- You will then be taken to the Add View screen.
- Fill out the fields to match the screen below.
- For the View Name please type something that makes sense to you – for this sample I am using – “Open PCO’s”
- Once you are done press “Save”
Some other good views to set up are Agreements, Amendments, Consultant Invoices, Contracts, Change Orders, and Contractor Payment Applications.