Print change requests—Construction

After you add a change request, you can print it. You can print from the change request itself or from the change request list.

Before you begin

  1. Select a document template.

    1. Go to Platform Services > Printed doc templates.

    2. Filter the template list to find the following change request templates:
      • Change request with entries lists all price entries from the change request.
      • Change request summary totals all price entries from the change request into a single document.
    3. Use the templates as is or use the Microsoft Word Intacct add-in to customize the templates with change request merge fields.
      For Construction subscriptions only.
      If you have a Projects subscription, you can see the change request merge fields in the Word template but you need a Construction subscription to use them.
  2. Upload your printed document template as a change request type.
    1. Go toProjects > All> Change management > Change requests.
    2. Select Edit next to the change request that you want to modify.
    3. In Change request template, select the document template to use for this change request.

    4. Select Save.

  1. Select a document template.

    1. Go to Platform Services > Printed doc templates.

    2. Filter the template list to find the following change request templates:
      • Change request with entries lists all price entries from the change request.
      • Change request summary totals all price entries from the change request into a single document.
    3. Use the templates as is or use the Microsoft Word Intacct add-in to customize the templates with change request merge fields.
      For Construction subscriptions only.
      If you have a Projects subscription, you can see the change request merge fields in the Word template but you need a Construction subscription to use them.
  2. Upload your printed document template as a change request type.
    1. Go to Projects > All > Change management > Change requests.
    2. Find the change request that you want to modify.

    3. Select Edit at the end of the row.

    4. In Change request template, select the document template to use for this change request.

    5. Select Save.

Print change request

Subscription

Projects enabled for Project costing and billing

Construction
User type

Business

Construction Manager

Project Manager
Regional availability

  • Australia

  • Canada

  • United States

  • United Kingdom
Permissions

Projects

Print or email invoices: Run
  1. Go to Projects > All > Change requests.
  2. Find the change request that you want to print.
  3. Select More actions > Print or email at the end of the row.
  4. Select Print.
  5. Select OK.

    A printable PDF version of the change request appears.

  6. In the PDF, select a printer.
  7. Select Print.
  1. Go to Projects > All > Change requests.
  2. Find the change request that you want to print.
  3. Select Print or email.
  4. Select Print.
  5. Select OK.

    A printable PDF version of the change request appears.

  6. In the PDF, select a printer.
  7. Select Print.