Project Management Classes

Form ID: (PJ201000)

Note:

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

You use this form to add, view, edit, and delete the project management classes that provide the default settings for project issues and requests for information.

Form Toolbar

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

Summary Area

You fill in the elements in this area when you add a new project management class. You can also select the ID of an existing class to view it details.


Element	Description
Project Management Class ID	The identifier of the project management class.
Description	A brief description of the project management class.

Table 1. Use For SectionIn this section, you can define the class to be used for project issues, requests for information, or both.
Element	Description
Project Issues	A check box that indicates (if selected) that this project management class is available for selection in the Class ID box of the Project Issue (PJ302000) form. If the project management class has been selected for at least one project issue, this check box cannot be cleared.
Requests for Information	A check box that indicates (if selected) that this project management class is available for selection in the Class ID box of the Request for Information (PJ301000) form. If the project management class has been selected for at least one request for information, this check box cannot be cleared.

Details Tab

On this tab, you can specify settings that will be used for project issues and requests for information of the project management class.

Table 2. Request for Information Settings Section
Element	Description
Answer Days Default	The quantity of days that are used to calculate the due date for a project issue in the Due Date box of the Project Issue (PJ302000) form. This box is available only if the Request for Information check box is selected in the Used For section of the current form.

Table 3. Project Issue Settings Section
Element	Description
Answer Days Default	The quantity of days that are used to calculate the due date for a request for information in the Answer Due Date box of the Request for Information (PJ301000) form. This box is available only if the Project Issues check box is selected in the Used For section of the current form.

Attributes Tab

On the Attributes tab, you can add, review, and delete attributes for this project management class. When a record is added on the applicable data entry form, these attributes will be listed on the Attributes tab of that form in the sort order you specify, and the user will enter the values of these attributes for the particular record.

You can add only attributes that have been defined on the Attributes (CS205000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 4. Table Columns
Column	Description
Active	A check box that indicates (if selected) that the attribute is available for the project issues and requests for information of this class. You can deactivate an obsolete attribute by clearing this check box. In this case, the deactivated attribute will no longer be displayed for the project issues and requests for information of this class, but all attribute values that have already been specified for existing project issue or request for information 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 the Self-Service 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 and specify a default value for the class."

Priorities Tab

On this tab, you can add, edit, and review the priorities that can be used for project issues and requests for information. The Low, Medium, and High priorities are predefined in the system.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Element	Description
Active	A check box that indicates (if selected) that the priority is available for the project issues and requests for information of this class. You can deactivate an obsolete priority by clearing the check box. In this case, the deactivated priority will no longer be displayed for new project issues and requests for information of this class, but will be displayed for existing project issues or requests for information. Thus, if you reactivate the priority, the priority will become visible in the system again.
Priority Name	The name of the priority.
Sort Order	An integer that defines the position of the priority in the list of priorities available for the project issue or request for information. You should specify 1 for the first priority you want to be listed, 2 for the second, and so on.
Default	A check box that indicates (if selected) that the priority is set by default for a project issue or request for information. By default, the Medium priority is defined as the default.