Internal and External Numbering for Project Revisions
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Dalton Rouse
As a team, we love the idea of using project rules to automatically create project revisions whenever we have a handoff between individuals. However, the revision numbers are client facing, and it can be concerning to a client that the first version of a proposal they are seeing is a revision. It would be great to have an internal and external numbering scheme for revisions, just like we have for change orders.
B
Bengt D. Gullbrå
You can use a custom field
D
Dalton Rouse
Bengt D. Gullbrå That wouldn't change the fact that the actual D-Tools revision number shows on the proposal reports.
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Bengt D. Gullbrå
Dalton Rouse haven't used proposal report, but recon that would be possible to edit
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Dalton Rouse
Bengt D. Gullbrå I just tested it, and yes that does work! Just changed the data field for revision number to a custom property in the report designer. I would still prefer for this to happen in a more elegant way, since that custom field would need to be manually updated for every client facing revision now. But I appreciate that you got me to a solution that I hope will be temporary!
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Bengt D. Gullbrå
Dalton Rouse great. We have been using this method for years😊