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Creating an Instruction from Workspace Documents

Proliance allows you to create an instruction from any workspace document, such as a quote, contract, change order, or an RFI. An instruction document directs contractors to a cost and/or to proceed with the scope of work that is described in the initiating document. For example, when you receive a quote from a contractor, you can create an instruction from this quote with directions to proceed with the proposed work.

To create an instruction from a workspace document

  1. Open the document that may have an effect on your workspace's budget or expense.
  2. Click Options > Apply to New Document.

    3. The Apply to New Document dialog box appears.

  3. Select Instruction from the drop-down list.
  4. Select the document template to use and then click OK.

    5. A blank instruction appears. Some information may already be filled in, depending on the template used.

  5. In the Title field, type a title used to identify the instruction.
  6. If you are performing a workflow action on the instruction, complete the information required for this action. For more information, see "Instruction Workflow Actions" for a list of preconditions for a specific action.
  7. Complete the necessary information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

    8. Please refer to the following for more information on the fields for each page:

  8. Click Save when done.

    9. Proliance saves the new instruction.

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