PM Relate Items Form
Use this form to locate PM records and then relate them to a currently selected PM record.
Using this feature, you can associate various PM records with another related PM record. For example, you can relate a project issue with all pending change orders resulting from the project issue. You can then view Related items and open them from the PM module Work Center or any form with the Related Items functionality. Click here for a brief overview on the Related Items feature.
You can open this form in two ways:
By clicking the drop down next to the Related Items icon and then selecting Add Related Items on any form with the Related Items feature.
By highlighting a record in the grid in the PM Work Center and clicking the Related Items icon at the top of the grid.
This feature is also available on the PM Work Center.
Click on the links below for more information on using this form.