Field Definitions: PM Transmittal Add Form
The following is a list of field descriptions for the PM Transmittal Add form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.
Transmittal
Enter a new transmittal number, or enter a ‘+’ if you want the system to automatically assign it the next available number.
Existing Transmittal
Press F4 and select an existing transmittal from the list that displays.
Selecting an existing transmittal will add the originating document to the Documents tab of the PM Transmittals form, and many of the fields on the PM Transmittal Add form will be disabled since this information has already been set up using the PM Transmittal form.
PM Transmittal Add
PM Transmittals
Subject
Enter a subject line for this transmittal, up to 255 characters.
This field defaults based on the originating form.
This field is disabled if you selected to add this document to an existing transmittal.
PM Transmittal Add
PM Transmittals
Transmittal Date
Enter the date of this transmittal. Initially defaults the current date.
This field is disabled if you selected to add this document to an existing transmittal.
Date Shortcuts
| T or t | Set the date to the current date. |
| MMDD Four digit month and day |
Enter a four digit month and date (MMDD) and the system will automatically add the current year. |
| + | The system will automatically set the date to tomorrow. |
| +5 | The system
will automatically set the date to 5 days in the future. You can actually enter any value after the +, for example you can enter +7 to set the date to next week. |
| - | The system will automatically set the date to the previous day. |
| -5 | The system
will automatically set the date to 5 days in the past. Just like with +, you can enter any value after the -, for example you can enter -7 to set the date to the previous week. |
PM Transmittal Add
PM Transmittals
Date Sent
Enter the date this transmittal was sent.
This field is disabled if you selected to add this document to an existing transmittal.
Date Shortcuts
| T or t | Set the date to the current date. |
| MMDD Four digit month and day |
Enter a four digit month and date (MMDD) and the system will automatically add the current year. |
| + | The system will automatically set the date to tomorrow. |
| +5 | The system
will automatically set the date to 5 days in the future. You can actually enter any value after the +, for example you can enter +7 to set the date to next week. |
| - | The system will automatically set the date to the previous day. |
| -5 | The system
will automatically set the date to 5 days in the past. Just like with +, you can enter any value after the -, for example you can enter -7 to set the date to the previous week. |
PM Transmittal Add
PM Transmittals
Required Return Date
Enter the date this transmittal is due back. Defaults based on the ‘Date Sent’ specified above and the ‘Default Standard Days Due’ specified for the project in PM Projects.
This field is disabled if you selected to add this document to an existing transmittal.
Date Shortcuts
| T or t | Set the date to the current date. |
| MMDD Four digit month and day |
Enter a four digit month and date (MMDD) and the system will automatically add the current year. |
| + | The system will automatically set the date to tomorrow. |
| +5 | The system
will automatically set the date to 5 days in the future. You can actually enter any value after the +, for example you can enter +7 to set the date to next week. |
| - | The system will automatically set the date to the previous day. |
| -5 | The system
will automatically set the date to 5 days in the past. Just like with +, you can enter any value after the -, for example you can enter -7 to set the date to the previous week. |
PM Transmittal Add
PM Transmittals
Responsible Person
Enter the responsible person for this transmittal. Must be a valid contact defined for this project’s ‘Our Firm’ in PM Firm Contacts. If the originating form has a responsible person already assigned, the designated responsible person defaults here and this field is disabled.
This field is disabled if you selected to add this document to an existing transmittal.
PM Transmittal Add
PM Transmittals
Copy Document Attachments to Transmittal
Check this box to copy the attachments from the current record in the originating form (e.g. PM Pending Change Orders, PM Other Documents, etc.) to this transmittal.
Leave this box unchecked if you do not want to copy attachments from the current record to this transmittal.
PM Transmittal Add
PM Transmittals
Responded Date
Enter the date a response was received for this transmittal.
Date Shortcuts
| T or t | Set the date to the current date. |
| MMDD Four digit month and day |
Enter a four digit month and date (MMDD) and the system will automatically add the current year. |
| + | The system will automatically set the date to tomorrow. |
| +5 | The system
will automatically set the date to 5 days in the future. You can actually enter any value after the +, for example you can enter +7 to set the date to next week. |
| - | The system will automatically set the date to the previous day. |
| -5 | The system
will automatically set the date to 5 days in the past. Just like with +, you can enter any value after the -, for example you can enter -7 to set the date to the previous week. |
PM Transmittal Add
PM Transmittals
