Project Issue
Form ID: (PJ302000)
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. |
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:
|
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:
|
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.
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. |
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.
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.
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. |
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. |
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. |
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. |