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 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.
-
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 to select it from a list.
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.
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 field will display in the list.
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.
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(), 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 , 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 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 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 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
