BIM 360 – Cost Management recipient greyed out

IMAGINiT Technologies

By: Roger Weires | Applications Expert 

Issue: BIM 360 Cost Management, clicking on a line item to change the recipient, but the button is greyed out.

1

Causes: That is not a button. The box is letting you know that you do not have any recipients for this document.

Solution:

1. Go back to just the line items, as shown below.
2. Right-click where the “red” arrow is (Still in-line with the item).
3. Click “Generate Document”
4. A Generate Document screen will appear.
5. Then you can add a “Recipient”


If you require customer to edit the registry, add this prior to the steps:

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