×
Menu
Index

Clauses

 
Use this page to define an unlimited number lines of standard paragraph text that you use regularly in records. Clauses defined here can be dragged and dropped into the Clauses Tab in records.
 
Clauses
1

Clauses Header Toolbar

1. Clauses Header Toolbar
2

ID* Field

2. ID* Field
Required. An alphanumeric ID for the record.
3

Group Description Field

3. Group Description Field
4

Record Type(s) Field

4. Record Type(s) Field
Select the PMWeb record type(s) with which the clause group is associated. The default is "*All*".
5

Program Field

5. Program Field
6

Project(s)/Location(s) Field

6. Project(s)/Location(s) Field
Select the project(s) and location(s) with which the clauses group is associated.
7

Include Notes Checkbox

7. Include Notes Checkbox
If this box is checked, when you add the clause group to a record (see Clauses Tab) the notes for this clause group are automatically added to the record as well.
8

Include Attachments Checkbox

8. Include Attachments Checkbox
If this box is checked, when you add the clause group to a record (see Clauses Tab) the attachments for this clause group are automatically added to the record as well.
9

Clauses Table

9. Clauses Table
Use this table to add an unlimited number of clauses to the clauses group. Fields include:
10

Notes Tab

10. Notes Tab
11

Attachments Tab

11. Attachments Tab