Action Item Page
The subject of the action item.
The status of the action item.
The percent complete of the work required for the action item. This value is entered by the user.
The date the action item was assigned to a contact.
The date the action item is due.
When a reminder is enabled, this field displays the number of days prior to the due date on which a reminder notification is sent.
If a reminder has not been set, the value in the field is Disabled.
The date the action item was completed.
Any project keywords assigned to the action item.
The ID number of the action item.
The action item type, which is used in numbering.
The action item's priority.
The disciplines associated with the action item.
The contact(s) the action item is currently assigned to. Select the link to view contact information.
If multiple team members appear in the Assigned To field, the Recipients dialog box opens.
Any other contacts included on the action item.
The contact who assigned the action item.
This tab displays any Description text entered for the item.
This tab lists the actions taken toward resolving the action item.
Select to open the Discussion dialog box and modify the discussion item.
The date and time the discussion took place.
The author of the discussion item. Select the link to view contact information.
The action taken on the item.
Any details about the item.
Select Add to open the Discussion dialog box and add a discussion item.
Select to delete the discussion item.
Email Log tab
This tab lists all email messages associated with the item.
The icon indicates the email message is marked as important.
The icon indicates the email message contains an attachment.
The original subject line of the email. Select the subject of an email message to view it in the Email Preview page.
Displays the first part of the email message.
Displays the original sender of the email.
Displays the recipient list for the email.
Displays the original sent date for the email.
Displays the file size of the email.
Preview Email Messages
Mark this checkbox to display a portion of the email messages below their subjects.
Supporting Documents tab
Displays the supporting documents for the item. Select the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, select the icon to open or save the file locally.
The name of the file.
The file type.
Upload Supporting Documents
Use this area to add supporting documents to the item.
This option is only available for internal (Project Center) users.
Select to open the Choose File to Upload dialog box and select a file.
You can select multiple files using standard Windows Shift and Ctrl selection techniques.
Remove All Files
Select to remove all files selected for upload.
Drag-and-Drop Files Here
Drag and drop files directly from Windows to add them to the list of files to upload.
This option is only available if your browser supports the functionality.
Select to upload the files to the Supporting Documents tab.
Related Items tab
This tab lists all Project Center items that are related (linked) to the item. Select the subject of an item to open it in its page.
The subject of the related project item. The icon for the related item type appears to the left of the Subject.
The ID for the related project item.
The type of the Project Center project item.
The status of the item related to the current item.
Team members associated with the related item.
The date the related item was created.
Displays any project keywords associated with the item.
Change Log tab
Use this tab to view a history of the actions taken on the selected item, including when it was created, modified, who was involved, and any details.
Date the change occurred.
Type of change that occurred.
Project team member who created the change.
The specific field or item that was changed by the event.
In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.
The following tools are available in the Action Item page toolbar.
Select to return to the Action Items log.
Select to open the Send Email page to send an email containing the action item's information as shown to a project team member.
Select to open a printable version of this page.
If you have the required permissions, you will see the following additional options:
Select to open the Modify Action Item page to change the contents of the action item.
Select to open the Add Action Item dialog box and create a new action item based on the current action item.
Supporting documents, related items and email are not copied to the new action item.
Select to delete the action item.
To access this page
Select the subject of an action item from the Action Items Log page.
If action items are not available to you, see Make a Project Center Project and its Activity Centers Available on Info Exchange.
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