Selecting Route Sheet Client Information for a Project Type

Use the Project Type window to select client information for the project type. Client information includes office, business unit, Client ID, Client name, and address.

Note: To set up client information for a route sheet, you must select to include Client Information on the Route Sheet Layout > Status Information tab of the Project Type profile. See Designing the Route Sheet Layout for more information.

To manage project type route sheet layouts, do the following:

  1. Do one of the following to open the Types list:

    • In Dashboard. Click Application Links, and then click Configuration > Project types under Workstream.
    • In Workstream. On the Manage ribbon, click Types.
  2. Select a type in the grid and click in the button bar, or right-click and select Open from the menu to display the Project Type profile.
  3. Click Route Sheet Layout on the navigation panel.
  4. Click Client Information on the navigation panel.
  5. Do any of the following:
    • Assign selected fields. In the assigned grid, select a field that you want to assign to the route sheet, and then select the single right arrow.
    • Assign all fields. Click the double right arrows to assign all fields to the route sheet.
    • Unassign selected fields. In the selected grid, select a field to unassign from the route sheet, and then select the single left arrow.
    • Unassign all fields. Click the double left arrows to remove all fields from the selected grid.

      Note: Selecting this option does not remove assignments that have been saved to the project type, but only from the route sheet.

  6. Complete route sheet layout selections on the following windows if you have selected to add them to your route sheet layout on the Status Information window:
  7. Click one of the ClosedSave buttons or Cancel.