Modify the Default Template URL

Use this procedure to modify the URL of the default template (or estimating spreadsheet) used in the Request Change. When PM Compass is installed, a sample spreadsheet used to detail a change request is added to the Template sub folder. The link will not work until the path and/or file name has been updated.

To modify the default template URL, complete the following steps:

  1. On the Navigation menu, click Administration ยป User-Defined Data.

  2. On the User-Defined Data form, in the Area drop-down list, select All Workflows.

  3. On the Custom Fields tab, in the Label column, select Template.

  4. In the Default Value column for Template, enter the exact path and file name of the template that you need to use for requesting a change. The default value for the template is //Compass/templates/template.xls.

    You must give other users access to the template spreadsheet. You can do this by placing it into a document management system (such as SharePoint) or placing it in a shared folder. Use a fully qualified UNC or a mapped drive where all users have the same drive letter.

  5. On the form toolbar, click Save.

What do you want to do?

Create a Request Change

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