Project Issue

Form ID: (PJ302000)

Attention:

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

You can use this form to create, view, and edit each project issue that has been discovered during a construction project. On this form, you track and report all activities related to the selected project issue. If needed, you can create a request for information or change request based on the selected issue.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Close	Changes the status of the project issue to Closed. This command appears if the project issue has the Open status.
Convert to Change Request	Creates a change request for the project issue, and navigates to the Change Requests (PM308500) form with the created change request; also, the status of the project issue changes to Converted to CR. This command appears on the form if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form and the project issue has the Open status.
Convert to RFI	Creates a request for information for the project issue, and navigates to the Request for Information (PJ301000) form with the created request for information. Also, when you click this command, the status of the project issue changes to Converted to RFI. This command appears if the project issue has the Open status.
Print	Opens the Project Issue Form (PJ662000), which displays a print-friendly version of the project issue that can be printed or sent by email.
Reopen	Changes the status of the project issue to Open. This command appears if the project issue has the Closed, Converted to CR, or Converted to RFI status.

Summary Area

In this area, you can specify the settings of a new project issue or select an existing project issue for modification. The following table summarizes the elements of this area.


Element	Description
Summary	A brief description of the issue that happened.
Project Issue ID	The reference number of the project issue, which the system automatically assigns according to the numbering sequence selected for project issues on the Project Management Preferences (PJ101000) form.
Project	The project related to the issue.
Project Task	The project task related to the issue.
Class ID	The project management class that the project issue belongs to. For a new project issue, you select a class, which populates some elements with default values, easing data entry.
Related Entity	The record or document related to the project issue. You assign the record or document by clicking the magnifier icon in this box, and selecting the type of the document or record and selecting the necessary document or record in the Select Entity dialog box.
Converted To	The reference number of the request for information or change request created for the project issue. The system fills in this box when the request for information or change request is saved. You can click the link to open the document on the related form.
Due Date	The date on which the project issue has to be resolved.
Priority	The priority of the project issue. The Low, Medium, and High priorities are predefined in the system. By default, the system inserts the priority specified for the class of the project issue on the Priorities tab of the Project Management Classes (PJ201000) form.
Status	The status of the project issue, which can be one of the following: Open: A new project issue has been created. Converted to RFI: A request for information has been created for the project issue. Converted to CR: A change request has been created for the project issue. Closed: The project issue has been closed.
Created On	The date and time when the project issue has been created. By default, the system inserts the current business date.
Created By	The username of the employee that has created the project issue. By default, the currently assigned user is selected.
Owner	The username of the employee assigned to the project issue. If a workgroup has been selected, a username can be selected only from its list of group members; otherwise, the username may be selected from the list of all users.
Workgroup	The workgroup to work on the project issue.
Related Entity Type	The type of the entity that is associated with the project issue. This box is empty by default. If you select any entity type in the Related Entity Type box, you can then select a corresponding entity in the Related Entity box that matches the selected entity type. You can select the type of the entity from the following predefined list of entity types: AP Document Appointment AR Invoice/Memo Business Account Campaign Case Change Order Change Request Contact Customer Employee Employee Time Card Equipment Equipment Time Card Expense Claim Expense Receipt GL Batch Landed Cost Document Lead Marketing List Mass Email Opportunity Payroll Employee Photo Log Pro Forma Invoice Progress Worksheet Project Issue Project Quote Purchase Order Purchase Receipt Request for Information Route Document Sales Order Sales Quote Service Contract Service Order Shipment SO Shipment Picking Worksheet Subcontract Submittal User Vendor
Related Entity	The entity of the related entity type associated with the project issue. You can select an existing entity of the selected type by clicking the magnifier button; this opens the lookup table with the available records of the selected type. If this entity is selected, you can click the Open button to the right of this box to open a new browser window with the selected related entity on the appropriate form. Tip: This box becomes available and required when the Related Entity Type box is filled in. If you change the type of entity in the Related Entity Type box, this box becomes blank, and you can select an entity of the newly selected type.
Resolved On	The date when the issue has been resolved.
Project Issue Type	The type of the project issue.
Schedule Impact (Days)	A check box and a box indicating whether this project issue has caused the project schedule to change and by how many days. If the check box is selected (indicating a delay), in the adjacent box, you specify the number of days the project issue has delayed the project schedule. The Schedule Impact (Days) box is available for editing if the Schedule Impact (Days) check box is selected.
Cost Impact	A check box and a box indicating whether this project issue has caused the project budget to change and by how much. If the check box is selected (indicating an effect), in the adjacent box, you specify the amount by which the project issue has increased the project budget. The Cost Impact box is available for editing if the Cost Impact check box is selected.

Details Tab

This tab contains an area that you can use to describe the project issue. The area consists of the following:

The formatting toolbar, with buttons you can use to edit the text, change its typographical treatment, and format it. You can also use buttons to add files and insert images.
The Message text box, where you can enter a detailed description of the project issue or relevant notes. You can type the description here and edit its text by using the buttons on the formatting toolbar.

Activities Tab

This tab has a table with the list of activities associated with the project issue. You can associate particular emails and other activities with the project issue. MYOB Acumatica provides you with a list of predefined activity types; you can add new activity types by using the Activity Types (CR102000) form. To create an activity or email, click the appropriate command and fill in the dialog box.

Table 1. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Create Email	Opens the Email Activity (CR306015) form in a pop-up window so that you can send an email to the selected contact.
Create Activity	Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form. By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, which you use to create an activity of the corresponding type. The following commands are available by default: Create Chat, Create Escalation, Create Message, Create Phone Call, Create Work Item, and Create Note.

Table 2. Table ColumnsThe table includes, in addition to the columns described below, columns (labeled with icons) that you can use to attach notes and files to the activity, see if the activity is completed, check its priority level, and note whether there are associated reminders. For descriptions of these columns, see Emails and Activities: General Information.
Column	Description
Type	The type of the activity.
Summary	The brief description of the activity.
Cost Code	The cost code related to the activity.
Status	The status of the activity.
Start Date	The start date and time of the activity.
Created At	The date and time when the activity was created.
Billable	A check box that indicates (if selected) that the time spent on the activity is billable.
Time Spent	The number of hours spent on the activity.
Overtime	The number of overtime hours spent on the activity.
Billable Time	The number of billable work hours spent on the activity.
Billable Overtime	The number of billable overtime hours spent on the activity.
Workgroup	The workgroup associated with the activity.
Owner	The name of the user to whom the activity is assigned.
Category	The category of the activity. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Created By	The name of the employee who created the activity. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Released	A check box that indicates (if selected) that the activity has been released. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.

The tab also has the Activity Description area below the table. The area displays the full description provided for the activity selected in the table. To edit the description, click the link in the Summary column of the activity. This opens the Activity (CR306010) form in a pop-up window; on this form, you can add a description and edit other settings corresponding to the activity.

Attributes Tab

On this tab, you can view, add, change, or delete attribute values for the project issue.

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

Table 3. Table Columns
Column	Description
Attribute	The name of the attribute used for the project issue.
Required	A check box that indicates (if selected) that this attribute is defined as required; that is, you must specify the appropriate value.
Value	The value of the attribute for the project issue.

Drawings Tab

On this tab, you can link a drawing log to the project issue, review the details of the linked drawing logs, or unlink drawing logs.

Table 4. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Add Drawing Log	Opens the Add Drawing Log dialog box, in which you can select the drawing log or logs you want to attach to the project issue.
Delete	Deletes the drawing logs selected in the table from the project issue. This button is available if the Included check box is selected for at least one drawing log in the table.
View Attachments	Opens the Drawing Log Document Attachments dialog box, in which you can review the files that have been attached to the project issue for the selected drawing logs. This button is available if the Included check box is selected for at least one drawing log in the table.

Table 5. Add Drawing Log Dialog BoxThe system opens this dialog box when you select the Included check box for at least one drawing log in the table and click Add Drawing Log on the table toolbar. By using this dialog box, you can link drawing logs to the project issue. In the Drawing Logs table, you can view and select the drawing logs related to the project of the project issue. The table includes only the standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
The table has the following columns.
Included	A check box that indicates (if selected) that the drawing log will be linked to the project issue if you click the Add or Add & Close button.
Drawing Log ID	The identifier of the drawing log.
Project	The project related to the drawing log.
Project Task	The project task related to the drawing log.
Discipline	The discipline of the drawing log.
Drawing Number	The drawing number.
Revision	The revision number of the drawing log.
Sketch	The identifier of the sketch.
Title	The title of the drawing log.
Description	The description of the drawing log.
Status	The status of the drawing log.
Drawing Date	The business date when the drawing log was created.
Received Date	The business date when the drawing log was received.
Original Drawing	The identifier of the preceding version of the drawing log
The dialog box contains the following buttons.
Link to Issue	Links the selected drawing logs to this project issue.
Link & Close	Links the selected drawing logs to this project issue and closes the dialog box.
Cancel	Closes the dialog box without linking any drawing logs to the project issue.

Table 6. Drawing Log Document Attachments Dialog BoxThe system opens this dialog box when you select the Included check box for at least one drawing log in the table and click View Attachments on the table toolbar. By using this dialog box, you can view the files attached to the selected drawing logs; you can also download any of the files. This dialog box consists of a table, whose columns are listed below, listing the files of the selected drawing logs. The table toolbar includes only the standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
File Name	The name of the file attached to the drawing log. You can click the link to download the file.
Drawing Log ID	The identifier of the drawing log.
Comment	The comment provided for the file.

Table 7. Table ColumnsThis table lists rows corresponding to the drawing logs that have been linked to the project issue. The system fills in all columns with the settings that have been specified for the drawing log on the Drawing Log (PJ303000) form.
Column	Description
Included	An unlabeled check box that you select to include this drawing log for processing if you click Unlink Drawing or View Attachments on the table toolbar.
Drawing Log ID	The identifier of the drawing log.
Project	The project related to the drawing log.
Project Task	The project task related to the drawing log.
Discipline	The discipline of the drawing log.
Drawing Number	The drawing number.
Revision	The revision number of the drawing log.
Sketch	The identifier of the sketch.
Title	The title of the drawing log.
Description	The description of the drawing log.
Status	The status of the drawing log.
Drawing Date	The business date when the drawing log was created.
Received Date	The business date when the drawing log was received.
Original Drawing	The identifier of the preceding version of the drawing log.

Side Panel

By using the side panel, you can view the project issue that you have opened on the form while simultaneously viewing information related to the project issue.

The side panel has one tab, which is described below.


Tab	Description
Drawing Logs	The Drawing Logs (PJ403000) form, which displays the list of the drawing logs for the project issue selected on the current form.