Project Keyword List dialog box

Use this dialog box to add project keywords to a keywords list in the Keywords tab of the Project Center Administration activity center. You can then apply the keyword list containing the keywords entered here to any Project Center project.

Name

The name of the keyword.

Description

The keyword's description.

Type

The keyword's type. The type indicates the keyword's behavior. For example, in the Global UAC Submittal Action List, the type Receive indicates that when a submittal is logged, the keyword names associated with that type appear in the Action drop down list in the Log a Received Submittal dialog box.

Add

Click to open the Add a Project Keyword dialog box to add new keywords to the list.

Modify

Click to open the Modify a Project Keyword dialog box to edit the selected keyword.

Remove

Click to remove the selected keyword from the list.

The Global Project Status List is the list that contains project statuses. Use this keyword list to add and edit global project statuses. New statuses added to this list apply to all projects and will appear in the Status drop-down list of the Create Project dialog box and the Edit Project Settings dialog box.

Contract Management keyword action lists

The following tables contain information about contract management keyword action lists. It contains the action types, the names that are editable, where they are used, and how they are accessed.

Global UAC Submittal Action List

Type

 

Editable Names

Used In

Accessed By

Receive

 

For Review

No Action Required

Log a Received Submittal dialog box  Action drop-down.

Click the New Submittal > Log a Received Submittal task.

Forward

 

For Review

For Review and Comment

No Action Required

Forward Submittal for Review dialog box  Purpose drop-down.

Select an open submittal and click Forward for Review.

Record a Response

 

No Action Taken

Reviewed

No Exceptions

Rejected

Revise and Resubmit

Record Reviewer Response for Submittal dialog Action drop-down.

Select an open submittal and click Record Reviewer Response.

Respond and Close

(Approve category)

 

Reviewed

No Exceptions

Changes Recommended (Contracts, Change Order Proposal)

Reviewed (Contracts)

Signed (Contracts, Change Orders)

No Changes (Contracts, Change Orders)

 

Respond to Submittal and Close dialog box > Action drop-down.

Select an open submittal and click Close > Respond and Close.

Values associated the Approved type appear in the All Closed > Approved subcategory in the log.

Respond and Close

(No Action Taken category)

 

No Action Taken

Select an open submittal and click Close > Respond and Close.

Values associated with the No Action Taken type appear in the All Closed > No Action Taken subcategory in the log.

Respond and Close

(Reject category,  Resubmit behavior)

 

Revise and Resubmit

Partial Resubmittal

Select an open submittal and click Close > Respond and Close.

Values associated the Resubmit type appear in the Expected > Expected Resubmission subcategory in the log.

Respond and Close

(Reject category)

 

Rejected

Select an open submittal and click Close > Respond and Close.

Values associated the Reject type appear in the All Closed > Rejected subcategory in the log.

Send

 

For Information Only

For Construction

Send Submittal dialog box  Purpose drop-down.

Select a submittal and click Send.

Send and Close

(Approve category)

 

For Information Only

For Construction

 

Select an open submittal and click Close > Send and Close.

Values associated with this type will appear in the All Closed > Approved subcategory in the log.

Close

 (All Closed category)

 

Void

No Action Taken

Close Submittal dialog box Action drop-down.

Select an open submittal and click Close > Close.

Values associated with this type will appear in the All Closed category (not in any subcategories) in the log.

Close

(Approve category)

Reviewed

Select an open submittal and click Close > Close.

Values associated with this type will appear in the All Closed > Approved subcategory in the log.

Close

(No Action Taken category)

No Action Taken

Select an open submittal and click Close > Close.

Values associated with this type will appear in the All Closed > No Action Taken subcategory in the log.

Reopen

 

Additional Information

Re - Open Submittal dialog box Reason drop-down.

Select a closed submittal and click Reopen.

Final Receive

 

No Action Taken

Not currently used in Project Center.

 

 

Global UAC RFI Action List

Type

 

Editable Names

Used In

Accessed By

Receive

 

Request for Information

Log a Received RFI dialog box  Action drop-down.

Click the New RFI > Log a Received RFI task.

Forward

 

To Answer

Forward RFI for Review dialog box Purpose drop-down.

Select an open RFI and click Forward for Review.

Record a Response

 

Answered

Not Answered

Record Reviewer Response for RFI dialog box Action drop-down.

Select an open RFI and click Record Reviewer Response.

Respond and Close

(Approve category)

 

Answered

Additional Information Needed

Respond to RFI and Close dialog box Action drop-down.

Select an open RFI and click Close > Respond and Close.

 

Respond and Close

(No Action Taken category)

<No default value>

Respond and Close

(Reject category, Resubmit behavior)

<No default value>

Respond and Close

(Reject category)

<No default value>

Send

 

For Information Only

For Construction

Send RFI dialog box Purpose drop-down.

Select an RFI and click Send.

Send and Close

(All Closed category)

 

For Information Only

For Construction

Send and Close RFI dialog box Purpose drop-down.

Select an open RFI and click Close > Send and Close.

Send and Close

(Approve category)

<No default value>

Reopen

 

Additional Information

Re-Open RFI dialog box Reason drop-down.

Select a closed RFI and click Reopen.

Close

(All Closed category)

 

Void

No Action Taken

Close RFI dialog box Action drop-down.

Select an open RFI and click Close > Close.

Close

(Approve category)

<No default value>

Close

(No Action Taken category)

<No default value>

Close

(Reject category)

<No default value>

 

Global Addendum Action List/Global Bulletin Action List/Global ASI Action List/Global Proposal Request Action List/
Global CCD Action List/Global Change Order Proposal Action List/Global Change Order Action List/ Global Contracts Action List

Type

 

Editable Information

Used In

Accessed By

Receive

 

Addendum:

For Bid Package Evaluation

Bulletin:

No Action Required

For Construction

Respond with Proposal

ASI:

No Action Required

Proposal Request:

Receive

CCD:

No Action Required

Change Order Proposal:

For Input

Request updated quotes

Change Order:

For Review

Log a Received Contract Management Item dialog box  Action drop-down.

Select the New Item > Log a Received Item task.

Forward

 

For Review

For Review and Comment

 

Change Order Proposal:

For Input

For updated quotes

Forward Contract Management Item for Review dialog box Purpose drop-down.

Select an open item and click Forward for Review.

Record a Response

 

No Action Taken

Approved

Approved as Noted

No Exceptions

Rejected

Revise and Resubmit

 

Change Order Proposal:

No Changes

Changes Recommended

Rejected

Revise and Resubmit

Record Reviewer Response for Contract Management Item dialog box Action drop-down.

Select an open item and click Record Reviewer Response.

Respond and Close

(Approve category)

 

 

Approved

Approved as Noted

No Exceptions

Change Order Proposal:

Changes Recommended

Respond to Contract Management Item and Close dialog box Action drop-down.

Select an open item and click Close > Respond and Close.

Values associated the Approve type appear in the All Closed > Approved subcategory in the log.

Respond and Close

(No Action Taken category )

<No default value>

Respond and Close

(Reject category, Resubmit behavior)

Revise and Resubmit

Respond and Close

(Reject category)

Rejected

Send

 

For Information Only

For Construction (not used in Change Order Proposal or Change Order)

Send Contract Management Item dialog box Purpose drop-down.

Select an item and click Send.

Send and Close

(All Closed category)

 

For Information Only

For Construction

Recommendation (used in Change Order Proposal and Change Order)

Send and Close Contract Management Item dialog box Purpose drop-down.

Select an open item and click Close > Send and Close.

Send and Close

(Approve category)

<No default value>

Reopen

 

Additional Information

 

Reopen Contract Management Item dialog box Reason drop-down.

Select a closed item and click Reopen.

Close

(All Closed category)

 

Void

No Action Taken

Complete (Change Order)

Close Contract Management Item dialog box Action drop-down.

Select an open item and click Close > Close.

Close

(Approve category)

<No default value>

Close

(No Action Taken category)

<No default value>

Close

(Reject category)

<No default value>

Final Receive

For Information

Not currently used in Project Center – appears in Global Addendum Action List, Global Change Order Action List, Global ASI Action List.

 

 

To access this dialog box

From the Keywords tab of the Project Center Administration activity center, select a project keyword list from the Keyword Lists section, then click Modify.

 

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