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Workspace PS Web App & Platform
Categories Budget & Cost Management
Created by Mercedes Green
Created on Jun 4, 2025

RELATED IDEAS

Default Header Notes from Record Created From

We enter detailed notes onto a PCO and when we create a COR for that PCO to get approved, we have to have 2 tabs open and copy the notes from the PCO header into the COR header manually. If we then create a SubCO from a PCO, same thing. It would be helpful and save time to have these default from the record created.


Same if I created a PCO from an SI, default notes from SI Header to PCO header etc.

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