to toggle between showing action items for all users or only your action
items.
Use the Action Items activity center to create, track, and manage action items throughout the life cycle of a project. Project Center users can associate supporting documents, drawings, and email messages with action items, providing a permanent record of all action item-related information.
The action items feature consists of two primary components:
The Action Items activity center in Project Center, which provides a centralized location for action items, who they are assigned to, related email correspondence, and supporting documents.
The Project Center Add-in for Microsoft Outlook, which enables all project team members to easily create new action items from email messages, file action item-related email, and view or change the status of an action item from the familiar environment of Microsoft Outlook.
Action items contain the following information:
Descriptive fields such as Subject, ID, Priority, Discipline, and Last Updated.
A Status, with values such as Not Started, In Progress, Deferred, Waiting on Someone Else, and Completed, which is critical in managing action items.
Fields for tracking accountability, such as Assigned To, Assigned By, and Due Date.
These action item fields enable project team members to use the Category drop-down list of the Action Item activity center to quickly filter the project action items list by common criteria such as All Open Action Items, All Closed Action Items, and All Overdue.
The Action Item activity center leverages email via the Project Center Add-in for Microsoft Outlook in resolving action items quickly and effectively. You can easily file email messages from Microsoft Outlook to action items allowing all project team members to contribute to action item resolution. When an action item is created and assigned, whether from Microsoft Outlook or from Project Center, an email message containing an action item-specific tag in its subject line is sent to the assignee and anyone CC'd in the Identify an Action Item dialog box. The purpose of the tag is to allow any responses to this and other action item-related email to be quickly and accurately filed to the same action item. All email messages filed to an action item are listed in the action item's Email Log tab. See File and Link Email Messages to an Existing Action Item for more details.
You can add files related to an action item as supporting documents and other Project Center items as related items. For example, if an action item is identified with a CAD drawing, and the drawing was marked up in the Newforma Viewer, and subsequently resolved through email with a .PDF sketch, the CAD drawing, related markup session, and published .PDF file could all be linked to the action item as searchable records of the action item.
Supporting documents are stored as links or shortcuts in the action item. Files are not moved or copied in the file system when added to action items as supporting documents.
You can output action item log reports to Microsoft Word, Excel, a web browser, in an email message, or to a .PDF file to be shared with external team members using the Create a Report dialog box.
● You can now assign action items to multiple project team members.
● You can now create and edit action item statuses using the Global Action Item Status List in the Global Project Settings tab of the Project Center Administration Activity Center.
● A column has been added to the Import_ActionItems_Template.xls template that enables you to send notifications immediately after you import action items to the contacts that they were assigned to.
● You
can now click
to toggle between showing action items for all users or only your action
items.
● A Last Updated column has been added to the Action Items activity center.