Action Items

The Action Item form is used to assign and/or log tasks to internal/external resources.
 
Navigation Path:  Engineering Forms > Advanced Forms > Action Items
 
Action Items
1

Select Action Item

Used to lookup an existing Action Item.
2

Add

Click to start a new form.
3

Header Details

Project:  Use to select the project associated with the Action Item.
Phase:  Select the phase (construction, design, etc.) that the project is currently in.  The options for this field are configured by your Administrator in the Portfolio>Lists>Projects menu.
Action Item #: The form number will automatically be populated by PMWeb with the next available numerical value depending on the type of form and project it relates to.
Description: Enter a general description (a more detailed description should be entered in the details section of this form).
Status:  The status (draft, submitted etc.) will automatically be updated by PMWeb based on the workflow configuration.
Revision:  Enter the revision number for this record.
Date:  Enter the date of the Action Item.
User:  Select the name of the user who is submitting the form.  The available users are set up in Portfolio>Lists>Companies.
CSI Code:  Enter the construction specification codes associated with the form (if applicable). 
Category:  Select the category (mechanical, electrical etc.) associated with the CSI code.  The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.
Priority:  Select the priority (high, medium etc.) of the form.  The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.
 
4

Save

Click to save the header detail of the Action Item.  Once saved you will be able to add items in the details section.
 
5

Description

Enter a detailed description of the action to be taken.
6

Assigned To

Select a contact to assign the Action Item to.
7

Search

Use the search capability to locate a user from your contact database.
8

Date

Enter the date the Action Item is due (a calendar will be displayed).
9

Completed

Enter the date the Action Item was completed (a calendar will be displayed).
10

Notes

Enter any notes associated with the Action Item.
11

Done

Check this box to note that the Action Item has been completed.
12

Save

Once all information has been entered, click to save your data.
13

Linked Records

Use to link form to other existing forms to show background/history.
 
Add Link:  Click to link to another form.  Once clicked, a list of the existing forms will appear.  Select the forms you want to link and drag to the right hand side of the screen.  Once complete click Save and Close located in the bottom right hand corner of the screen.
Refresh:  Click to refresh the existing data.
Delete Link:  Click to delete an existing link.  To remove, highlight the item then click Delete.
14

Additional Tabs

For more information on the other tabs please see the Overview/Navigation section.
Notes
Attachments
Workflow
Notifications