Project Management Preferences

Form ID: (PJ101000)

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

On this form, you specify the general settings for project issues, requests for information, daily field reports, and other aspects of project management. Also, you can specify settings for copies of daily field report and for integration with weather services.

Form Toolbar

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

General Tab

This tab holds the general settings of the project management functionality for construction.

Table 1. Due Date Calculation SectionIn this section, 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.
Table 2. Request for Information Settings SectionIn 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.
Table 3. Daily Field Report Settings 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.
Pending 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 4. Project Issue Settings SectionIn 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 5. 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.

Daily Field Report Copy Settings

On this tab, you can specify the settings related to copying daily field reports.

Table 6. Common SectionIn this section, you can specify the settings that are copied from one daily field report and pasted into another.
Column Description
Override Default Copy-Paste Settings 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 Activities, Subcontractor, and Equipment sections of this tab are available for editing.
Table 7. Daily Field Report Summary SectionIn this section, you can specify which summary settings 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 Default Copy-Paste Settings check box is selected in the Common 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 8. Labor Time and Activities 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.

The check boxes in this section are available for editing only if the Override Default Copy-Paste Settings check box is selected in the Common 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 9. Subcontractors 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 Default Copy-Paste Settings check box is selected in the Common 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 10. 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 Default Copy-Paste Settings check box is selected in the Common 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.

Weather Services

On this tab, you can specify the settings for integration with weather services.

Table 11. General Settings Section
Element Description
Enable Weather Service Integration for Daily Field Reports A check box that indicates (if selected) that the system is integrated with a weather service for receiving information about weather conditions in daily field reports. Also, if the check box is selected, the Load Weather Conditions (PJ504000) form becomes available.
Weather API Service

The weather service that is used for receiving information about weather conditions. The following options are available:

  • OpenWeatherMap
  • WeatherBit
  • AccuWeather

This box is available only if the Enable Weather Service Integration for Daily Field Reports check box is selected.
Weather API Key

The key that is used for the weather service.

This box is available only if the Enable Weather Service Integration for Daily Field Reports check box is selected.
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.

This box is available only if the Enable Weather Service Integration for Daily Field Reports check box is selected.
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.

This button is available for selection only if the Enable Weather Service Integration for Daily Field Reports check box is selected.
Enable Weather Processing Log

A check box that indicates (if selected) that the functionality of monitoring API calls to a weather service is enabled. Also, if the check box is selected, the Weather Log Details (PJ404000) and Load Weather Conditions (PJ504010) forms become available.

This check box is available only if the Enable Weather Service Integration for Daily Field Reports check box is selected.
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.

Submittal Settings Tab

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

Table 12. Submittal Settings Section
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 13. 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.