Project Management Preferences

Form ID: (PJ101000)

Note:

This form is available only if the Construction Project Management features is enabled on the Enable/Disable Features (CS100000) form.

On this form, you specify the general settings for daily field reports, submittals, project issues, requests for information, photo logs, and drawing logs.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Daily Field Reports Tab

On this tab, you specify the general settings for daily field reports.

Table 1. General SectionIn this section, you can specify the general settings for daily field reports (DFRs).
Element	Description
DFR Numbering Sequence	The numbering sequence the system uses to assign identifiers to each daily field report in the DFR ID box on the Daily Field Report (PJ304000) form. By default, the DFREPORT numbering sequence is selected.
DFR Approval Map	The approval map that is used for the approval of daily field reports. This box is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.
DFR Approval Notification	The notification template that is used to send email notification to approvers of daily field reports. This box is available only if the Approval Workflow feature is enabled on the Enable/Disable Features form. Attention: Only original approvers assigned through an approval map can receive notifications about pending approvals. If an approver has an assigned delegate and approvals are reassigned to this delegate, the delegate will not receive pending approval notifications. For more information about delegates, see Approval Configuration: Delegation of Approvals.
Enable History Log	A check box that indicates (if selected) that the History tab, with the history of each action performed on a daily field report, is displayed on the Daily Field Report form.

Table 2. Weather Service SectionIn this section, you configure integration with weather services for receiving information about weather conditions in daily field reports. This section is available if the *Weather Services* feature is enabled on the Enable/Disable Features (CS100000) form.
Element	Description
Weather API Service	The weather service that is used for receiving information about weather conditions. The following options are available: OpenWeatherMap WeatherBit AccuWeather
Weather API Key	The key that is used for the weather service.
UOM Format	The UOM format to be used to display numerical values of weather conditions, which is one of the following options: Metric: Temperature is measured in degrees Celsius, wind velocity is measured in meters per second, and precipitation is measured in millimeters. Imperial (default): Temperature is measured in degrees Fahrenheit, wind velocity is measured in miles per hour, and precipitation is measured in inches.
Request By	The location type to be used for the call to an API of a weather condition service. If the OpenWeatherMap or WeatherBit weather service is selected, the following options are available: ZIP Code and Country City and Country Geographic Location If the AccuWeather weather service is selected, only the Geographic Location option is available. This box is available only if the weather service is selected in the Weather API Service box.
Test Connection	A button you can click to send a request to the weather service to test the connection.
Enable Weather Processing Log	A check box that indicates (if selected) that the functionality of monitoring API calls to a weather service is enabled.
Weather Processing Log Term (Days)	The number of days the system should keep the recent history of requests and responses to and from the weather service. This box is available only if the Enable Weather Processing Log check box is selected.

Copy Settings Tab

On this tab, you can change which settings are copied from one daily field report and pasted into another when a user copies a daily field report.

Table 3. General SectionIn this section, you can specify the settings that are copied from one daily field report and pasted into another.
Column	Description
Override Copy-Paste Settings in Daily Field Reports	A check box that indicates (if selected) that the default settings that are copied and pasted on the Daily Field Report (PJ304000) form can be overridden. If this check box is selected, the check boxes of the Daily Field Report Summary, Labor Time and Activity, Subcontractor, and Equipment sections of this tab are available for editing.

Table 4. Daily Field Report Summary SectionIn this section, you can specify which summary settings of the Daily Field Report form are copied from one daily field report and pasted into another when a user copies a daily field report.
The check boxes in this section are available for editing only if the Override Copy-Paste Settings in Daily Field Reports check box is selected in the General section.
Element	Description
Notes	A check box that indicates (if selected) that information from the Notes tab is copied and pasted.
Date	A check box that indicates (if selected) that information from the DFR Date box is copied and pasted.
Project Manager	A check box that indicates (if selected) that information from the Project Manager box is copied and pasted.

Table 5. Labor Time and Activity SectionIn this section, you can specify which settings from Labor Time and Activities tab of the Daily Field Report form can be copied from one daily field report and pasted into another when a user copies a daily field report.
The check boxes in this section are available for editing only if the Override Copy-Paste Settings in Daily Field Reports check box is selected in the General section.
Element	Description
Employee	A check box that indicates (if selected) that information from the Employee column is copied and pasted.
Earning Type	A check box that indicates (if selected) that information from the Earning Type column is copied and pasted.
Project Task	A check box that indicates (if selected) that information from the Project Task column is copied and pasted.
Cost Code	A check box that indicates (if selected) that information from the Cost Code column is copied and pasted.
Time	A check box that indicates (if selected) that information from the Time column is copied and pasted.
Time Spent	A check box that indicates (if selected) that information from the Time Spent column is copied and pasted.
Billable	A check box that indicates (if selected) that information from the Billable column is copied and pasted.
Billable Time	A check box that indicates (if selected) that information from the Billable Time column is copied and pasted.
Description	A check box that indicates (if selected) that information from the Description column is copied and pasted.
Task	A check box that indicates (if selected) that information from the Task column is copied and pasted.
Certified Job	A check box that indicates (if selected) that information from the Certified Job column is copied and pasted.
Union Local	A check box that indicates (if selected) that information from the Union Local column is copied and pasted.
Labor Item	A check box that indicates (if selected) that information from the Labor Item column is copied and pasted.
WCC Code	A check box that indicates (if selected) that information from the WCC Code column is copied and pasted.
Contract	A check box that indicates (if selected) that information from the Contract column is copied and pasted.

Table 6. Subcontractor SectionIn this section, you can specify which settings from Subcontractors tab of the Daily Field Report form can be copied from one daily field report and pasted into another.
The check boxes in this section are available for editing only if the Override Copy-Paste Settings in Daily Field Reports check box is selected in the General section.
Element	Description
Vendor ID	A check box that indicates (if selected) that information from the Vendor ID column is copied and pasted.
Project Task	A check box that indicates (if selected) that information from the Project Task column is copied and pasted.
Cost Code	A check box that indicates (if selected) that information from the Cost Code column is copied and pasted.
Number of Workers	A check box that indicates (if selected) that information from the Number of Workers column is copied and pasted.
Arrived	A check box that indicates (if selected) that information from the Arrived column is copied and pasted.
Departed	A check box that indicates (if selected) that information from the Departed column is copied and pasted.
Working Hours	A check box that indicates (if selected) that information from the Working Hours column is copied and pasted.
Description	A check box that indicates (if selected) that information from the Description column is copied and pasted.

Table 7. Equipment SectionIn this section, you can specify which settings from Equipment tab of the Daily Field Report form can be copied from one daily field report and pasted into another.
The check boxes in this section are available for editing only if the Override Copy-Paste Settings in Daily Field Reports check box is selected in the General section.
Element	Description
Equipment ID	A check box that indicates (if selected) that information from the Equipment ID column is copied and pasted.
Project Task	A check box that indicates (if selected) that information from the Project Task column is copied and pasted.
Cost Code	A check box that indicates (if selected) that information from the Cost Code column is copied and pasted.
Billable	A check box that indicates (if selected) that information from the Billable column is copied and pasted.
Setup Time	A check box that indicates (if selected) that information from the Setup Time column is copied and pasted.
Run Time	A check box that indicates (if selected) that information from the Run Time column is copied and pasted.
Suspend Time	A check box that indicates (if selected) that information from the Suspend Time column is copied and pasted.
Description	A check box that indicates (if selected) that information from the Description column is copied and pasted.

Submittals Tab

On this tab, you can specify the numbering sequence to be used for submittals and add (and delete, if needed) types of submittals.


Element	Description
Submittal Numbering Sequence	The numbering sequence the system uses to assign identifiers to each new submittal on the Submittals (PJ306000) form. By default, the SUBMITTAL numbering sequence is selected.

Table 8. Submittal Types TableIn this table, you can the user can add (and delete, if needed) types of submittals, which are used to categorize submittals.
Note:
After a submittal type has been saved, it cannot be changed. If the submittal type needs to be corrected, you delete the type and creates a new one with the necessary settings. A submittal type cannot be deleted, however, if it has been used in at least one submittal.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Submittal Type	The type of the submittal. The Schedules type is predefined in the system.
Description	The description of the submittal type.

Project Issues Tab

In this section, you can specify the general settings for project issues.
Element	Description
Project Issue Numbering Sequence	The numbering sequence the system uses to assign identifiers to each new project issue on the Project Issue form. By default, the PROISSUE numbering sequence is selected.
Project Issue Assignment Map	The assignment map that is used to assign owners to project issues on the Assign Project Issue (PJ502000) form.

Table 9. Project Issue Type TableIn this table, you can add the types of project issues and their descriptions, or edit the list of existing types.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Project Issue Type	The type of the project issue.
Description	The description of the project issue.

RFI Tab

In this section, you can specify the general settings the system will use for requests for information (RFIs).
Element	Description
RFI Numbering Sequence	The numbering sequence the system uses to assign identifiers to each new request for information in the RFI ID box on the Request for Information form. By default, the REQFORINFO numbering sequence is selected.
Default Email Notification	The notification template that is used for RFI-related emails sent from the Request for Information form.
RFI Assignment Map	The assignment map that is used to assign owners to requests for information on the Assign Request for Information (PJ501000) form.

Photo Logs Tab

On this tab, you can specify the numbering sequences for photos and photo logs, statuses that a user can assign to the photo logs, and attributes that can be specified for photo logs .


Element	Description
Photo Log Numbering Sequence	The numbering sequence the system uses to automatically assign reference numbers to photo logs.
Photo Numbering Sequence	The numbering sequence the system uses to automatically assign reference numbers to photos.

Table 10. Photo Log Statuses Table
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
Status	The identifier of the photo log status. The N/A status, which is the only predefined status in the system, is specified by default for a new photo log. This status cannot be deleted, but you can change its name and description, if needed.
Description	A description of the status.

Table 11. Photo Log Attributes Table
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Active	A check box that indicates (if selected) that the attribute is available for the photo logs. You can deactivate an obsolete attribute by clearing this check box. In this case, the deactivated attribute will no longer be displayed for the photo logs, but all attribute values that have already been specified for existing photo log still will be stored in the database. Thus, if you reactivate the attribute, its values will become visible in the system again.
Attribute ID	The attribute identifier, which has been specified on the Attributes form.
Description	A read-only box showing the description that has been provided for the attribute.
Sort Order	An integer that defines the position of the attribute in the list of attributes available for the entity type. You should specify 1 for the first attribute you want to be listed, 2 for the second, and so on.
Required	A check box that indicates (if selected) that the user must specify a value for this attribute on the Attributes tab of the appropriate data entry form.
Internal	A check box that indicates (if selected) that the attribute is not available on Customer Portal.
Control Type	A read-only box displaying the element type of the attribute, which has been specified on the Attributes form: Text, Combo, Check box, or Datetime.
Default Value	The default value of the selected attribute. You can override the default value that has been specified on the Attributes form.

Drawing Logs Tab

On this tab, you can specify the general settings of the drawing logs. You can also add, edit, and review the statuses and disciplines that users can select for the drawing logs. (A discipline is a field or area in construction that may be used for categorizing drawing log documents.) You can also add, review, and edit drawing log attributes.


Element	Description
Drawing Log Numbering Sequence	The numbering sequence the system uses to automatically assign reference numbers to drawing logs.

Table 12. Drawing Log Statuses TableIn this table, you can add, edit, and review the statuses that can be assigned to drawing logs.
Element	Description
Status	The identifier of the drawing log status.
Description	A brief description of the drawing log status.

Table 13. Drawing Log Disciplines TableIn this table, you can add, edit, and review the disciplines that are used for the drawing logs. A discipline is a field or area in construction that may be used for categorizing drawing log documents.
Element	Description
Active	A check box that indicates (if selected) that the discipline is available for the drawing logs. You can deactivate an obsolete discipline by clearing the check box. In this case, the deactivated discipline will no longer be displayed for the drawing logs, but all discipline values that have already been specified for existing drawing logs will still be stored in the database. Thus, if you reactivate the discipline, its values will become visible in the system again.
Discipline	A brief description of the discipline.

Table 14. Drawing Log Attributes TableIn this table, you can add, review, and delete attributes for drawing logs. You can add only attributes that have been defined on the Attributes (CS205000) form.
Column	Description
Active	A check box that indicates (if selected) that the attribute is available for the drawing logs. You can deactivate an obsolete attribute by clearing this check box. In this case, the deactivated attribute will no longer be displayed for the drawing logs, but all attribute values that have already been specified for existing drawing log still will be stored in the database. Thus, if you reactivate the attribute, its values will become visible in the system again.
Attribute ID	The attribute identifier, which has been specified on the Attributes form.
Description	A read-only box showing the description that has been provided for the attribute.
Sort Order	An integer that defines the position of the attribute in the list of attributes available for the entity type. You should specify 1 for the first attribute you want to be listed, 2 for the second, and so on.
Required	A check box that indicates (if selected) that the user must specify a value for this attribute on the Attributes tab of the Drawing Log (PJ303000) form.
Internal	A check box that indicates (if selected) that the attribute is not available on Customer Portal.
Control Type	A read-only box displaying the element type of the attribute, which has been specified on the Attributes form: Text, Combo, Check box, or Datetime.
Default Value	The default value of the selected attribute. You can override the default value that has been specified on the Attributes form.

Due Dates Tab

On this tab, you can specify the settings related to the calculation of due dates on the Project Issue (PJ302000) and Request for Information (PJ301000) forms.


Element	Description
Due Date Calculation Type	The type of calculation of the date in the Due Date box of the Project Issue form and the Answer Due Date box of the Request for Information form. The following options are available: Sequential Days (incl. weekends) (default): The system calculates the date by using consecutive days (including weekends and holidays). Business Days: The system calculates the date by using the working days that are selected in the calendar specified in the Calendar box of this section.
Calendar	The calendar that defines the working days, holidays, and weekends. This box is available only if the Business Days option is selected in the Due Date Calculation Type box.