Company Log Window


This log window lists all companies in your company directory. From this window, you can look at details for a company and add a new company. You can view a list of only inactive companies by choosing Inactive Companies from the Layout list. You can also print a report or a form.

Buttons, Drop-Down Lists, Icons, and Links:

Add Company

Click to Add Companies and Contacts to the company directory.

Print Report

Click to print the default report.

Print Preview

Click to display the page that will be printed.

Define Distribution Lists

Click to open the Distribution Lists - Project Companies Dialog Box to create contact distribution lists.

Transmittals Queue

Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.

User Productivity Kit

Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.

The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.

Layout

Click to select a different layout for the log window.

Select an action

Click to display the list of actions you can perform on the current window.

Edit Document

Click to open the document in Edit mode.

Find

Click to filter all items in the active table by a particular word or phrase.

Control Center

Click to return to the Workspace.

Print

Click to open the Print dialog box. Use this dialog box to choose, preview, and print a report, form, or dunning letter for the current document

Columns:

Company Name

The full name of the company, which you can click to open the Company document window in View mode.

Abbreviation

The abbreviation for the company.

Spec Section

The specification item that best describes this item. Documents can be sorted or filtered by their respective specification numbers so you can easily locate and view documents of a particular spec type.

The specification section codes are part of the MasterFormat standard coding system, which was developed by the Construction Specifications Institute (CSI) and the Construction Specifications Canada (CSC).

You can add a new specification section to this list by right-clicking on the top-level folder and choosing Dictionaries, Specification Sections.

Key Contact

The initials of the primary contact person for this company.

Inactive

A check indicates that this company is on the Inactive list.

DBE, MBE, WBE

Abbreviations for Disadvantaged Business Enterprise, Minority Business Enterprise, and Women Business Enterprise.

Tax ID Number

The tax identification number for the company.

Location

The location where the company operates.

NAICS Code

The NAICS Codes Dialog Box for the company.

Contract

The contract number, if any, to which the item refers. Click to open the Contract Document Window.

Ball In Court/BIC Contact

If these fields are filled in, Contract Management redirects all documents that are sent to this company to the BIC listed here. See Add Companies and Contacts for more information on this feature.

Custom Field columns

Each custom field assigned to the issues table is shown with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder (All Projects) in the Project View and choosing Custom Fields.

Select an action

Click to display the list of actions you can perform on the current window.

How to access this log window:

Expand the Project Information folder in the Project View and click Companies.



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Last Published Wednesday, June 17, 2015