Field Definitions: PM Issues Form

The following is a list of field descriptions for the PM Issues form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Project

Enter the project associated with the issue or press F4 to select it from a list.

 

PM Issues

Issue

Create a New Issue

Enter a 'N', or '+' to create a new issue. The system will create a new project issue and automatically assign it the next available sequential number.

Open an Existing Issue

Enter the number of an existing issue or press F4 to select a issue from a list. You can also use to the Grid tab to select an issue.

 

PM Issues

Description

Enter a description of the issue. The value in this field can be up to 60 characters long.

 

PM Issues

Details

Enter detailed information or any notes about the issue in this field.

Spelling Check

Click the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.

PM Issues

Type

Use this field to select the document type of the issue. Enter a document type or press F4 to select one from a list.

You can only select a document type with a document category of 'Issue'. Document types are created and maintained using PM Document Types .

Required when using 'Send with Transmittal'

If you select > Send with transmittal, a document type must be selected in this field.

Click here for an overview of the Create & Send feature.

PM Issues

Date Initiated

This is the date the issue was created. This field defaults to the current date when the issue is created, but you can change the default value if it does not apply.

 

PM Issues

Reference

This field is used to add a reference to the issue, for example an external source document number. The value in this field can be up to 30 characters long.

Change the Field Label

You can change a field label to match your own usage or terminology using the Field Properties form. Following the steps below will change how the field label appears for all users of the application.

  1. Click in the field and press F3. This will open Field Properties.
  2. Open the System Overrides tab.
  3. Enter the new field label in the Form Label and Col Heading fields.
  4. Click the Apply button.
  5. A message window will appear. Click OK to reopen the form using the new field label.

    PM Issues

Initiated By Firm

Use this field to enter the firm that initiated the project issue or press F4 to select it from a list.

Tip:

The sort name can be used instead of the firm number when selecting firms in PM module forms. Generally the sort name is the first several letters of the firm name. 
For example when creating a subcontract in the PM Subcontracts form for 'Bryan Electrical', you can enter the sort name 'bryan' in the Vendorfield instead of the firm number '10042'. The sort name of a firm is set up using the Sort Name field on the PM Firms form.

You can select a firm associated with the project using the Firms tab of PM Projects or any active firm in the PM module.

Note: If you need to create a new firm, press F5 to open PM Firms , which is where firms are created and maintained.

PM Issues

Initiated By Contact

Use this field to enter the contact that initiated the project issue, or press F4 to select it from a list. Only contacts associated with the firm entered into the Initiated By Firm field will display in the list.

Note:

If you need to create a new contact, press F5 to open PM Firm Contacts , which is used to create and maintain contacts.

 

PM Issues

Responsible Person

Use this field to identify the person at your firm that is responsible for the issue. Enter a contact or press F4 to select them from a list. You can only select a contact that is set up on your company using PM Firm Contacts.

When using the F4 key, only contacts associated with the firm defined in the Our Firm field on the Info tab of PM Company Parameters will display in the list.

Note: If you need to create a new contact, press F5 to open PM Firm Contact , which is used to create and maintain contacts in the PM module.

PM Issues

Status

Specify the status of the issue.

  • Open – Select this option if this is an open issue. All new issues are automatically assigned this status.

  • Closed – Select this option to close this issue.

    Changing the status

Changing the status in this field can result in the following:

  • If you change the status to close and save the issue, the system automatically sets the Date Resolved to the current date. If you change the status of a closed issue to 'Open', the Date Resolved is cleared.

  • Each time you change the status an entry will be created on the Issue Log Entry tab. For example if you close, or reopen the issue, an entry will be created on the tab that includes the date and user that made the change.

PM Issues

Date Resolved

Enter the date the issue was resolved or completed.

If closing the issue using the Status field, this date automatically defaults the current date.

PM Issues

Description

Enter a description of the cost impact. This field can be up to 60 characters in length.

 

PM Issues

Days - Y/N

Check this box if the issue impacts the schedule of a project. This will enable the field next to the box, which is used to enter the number of days the project is impacted.

Click here for information about the Daysfield.

PM Issues

Number of Days Impacted

Enter the number of days the project is impacted/extended by this project issue.

If you use this issue to create a potential/pending change order(Create > Pending Change Order), the value entered in this field will populate in the Change In Days field on PM Create PCO .

If you create an RFI from this issue using Create > Requests For Information, the value in this field will by default populate in the Schedule/ Cost Impact section on the RFI.

This field is only enabled when the Days box is checked.

PM Issues

Cost - Y/N

Check this box if the issue impacts the cost of the project. This will enable the field next to the box to enter the amount of the impact.

Click here for information on the Cost field.

PM Issues

Cost

Enter the amount that the project is impacted by the issue.

This field is only enabled when the Cost box is checked.

If you use the Create > Request For Information option, the cost entered in this field will populate on the Schedule/ Cost Impact section on the RFI.

PM Issues

ROM Price

Enter the rough order of magnitude amount that the project is impacted by this issue.

This field is only enabled when the ROM Price box is checked.

If you create a PCO from this issue using the Create > Pending Change Order option, the value in the ROM Price field will by default populate as the fixed amount of the PCO item.

If you create an RFI from this issue using the Create > Request for Information option, the value in the ROM Price field will by default populate in the Schedule/ Cost Impact section on the RFI.

PM Issues

ROM Price - Y/N

Check this box to enter a rough order of magnitude price impact. This will enable the ROM Price field next to the box to enter the amount of the impact.

Click here for information on the ROM Price field.

PM Issues

Sequence

This field is used to identify each unique record on the Issue Log Entry tab. When new records are created, the system automatically populates this field with the next available number.

 

PM Issues

Date

This field will default the date that the status of the issue was changed.

The status of the issue is set using the Status field on the Info tab. Click here for more information.

PM Issues

Log Entry - Action

This field displays the action that was performed on the issue. This field will display "Closed" or "Reopened" if the record was created automatically when the Status field on the Info tab was changed.

If you are manually entering a record, you can double click in this field to open the Grid Notes form, which is better for entering large amounts of data.

PM Issues