Drawing Set Document Window


Use this document window to record the information about a set of drawings. The Drawing Set Document is divided into many tabs, which you can use to record details.

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

Edit Document

Click to edit the document.

If you clicked Edit Document , Edit Document - High Priority , or Edit Document - Low Priority , the document is already in edit mode, and the Edit Document button does not display.

Spelling

Click to spell check the document.

This displays when you are in Edit mode.

Print Form

Click to print a form.

Print Preview

Click to display the page that will be printed.

Select an action

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

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.

Drawing Sets Log

Click to return to the log window.

Control Center

Click to return to the Workspace.

The Drawing Set document window is categorized into the following tabs. The information is based on Edit mode.

General tab:

Name

The abbreviation for the drawing set. This field can only be edited when adding a new drawing.

Title

Enter the title of the drawing set.

Set Date

The date the set was created. Use the calendar to choose the date when adding the drawing set. This field cannot be edited after the document is saved.

Latest Bid Package

From the drop-down list, select the bid package to which the set belongs.

Submittal Package

The submittal package created from this drawing set (if applicable).

Status tab:

Ball in Court

The person responsible for this item.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Phase

From the drop-down list, select the phase for the set.

Progress

Enter the percent progress on the status of the drawing set.

Drawings in this Set tab:

Record

Click to open the Record Drawings Dialog Box to select drawings, make revisions to them, and add them to this set.

Select

Click to open the Select Drawing Dialog Box to add drawings to this set.

Note: When adding a drawing to a set that is linked to issues, Contract Management links the drawing (not the revision) to those issues. If the drawing is linked to different issues, Contract Management keeps those links and adds the new ones.

Drawing Number

The drawing number.

Drawing Title

The title of the drawing. Click to open the Drawing Document Window.

Revision Number

The revision number of the drawing included in the set.

Revision Title

The title of the drawing revision. Click to open the Revisions section of the Drawing document window.

Revision Date

The date the revision was created.

Distributed To tab:

Add

Click to open the Add Distributions Dialog Box to select contacts to distribute the drawing set to.

Copy from Drawings

Click to open the Add Distributions Dialog Box to copy the contacts in the drawing revision distribution list from the previous revision to this one.

Distributed To/Distributed To Contact

The company and contact you sent the revision to.

Date Sent

The date on which the drawing revision was distributed. When a date is entered, Contract Management creates a transmittal for the revision when it is saved. The new transmittal is linked to the same issues as the drawing.

Copies

The number of copies of the drawing sent. Contract Management automatically fills in this field if you configured the Copies field in the Contact Dialog Box.

Paper Size

The paper size sent to each reviewer. Contract Management automatically fills in this field if you configured the Paper Size field in the Contact Dialog Box.

Schedule tab:

Details

Click to open the Purchase Order Document Window to view early/actual start and finish dates, original and remaining durations, percent complete, and total float for a document linked to a P6 EPPM activity.

Update from Schedule

Click to refresh the dates of the P6 activity.

This action will update the dates and the Started and Finished checkboxes in Contract Management based on the current date information in P6.

Update from Schedule is only available if the project is linked to a P6 project.

Activity ID

This field references a scheduled activity from the P6 EPPM schedule, if Contract Management is linked with the P6 EPPM database. Click browse to open the Select Activity Dialog Box to select an activity. If not connected to the P6 EPPM database, you can enter this activity ID manually.

Start/Finish

Indicates the scheduled start and finish dates for the drawing set. If the option next to the field is selected, the date is an actual date; otherwise, it is an early date.

Issues tab:

Link

Click this to open the Select Issue Dialog Box to link an issue to this item.

Issue Title and Name

The names and titles of issues linked to this item. Click to open the Issue Document Window.

Attachments tab:

Attach File

Click this to open the Attach File Dialog Box to add an attachment to this invoice.

Attach from Repository

Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.

Attach URL

Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.

Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.

Attachment

The name of the attachment associated with this item. Click to open the attachment.

Subject

A brief description of the item.

Location

The location to which the file is uploaded.

Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.

Path

The full path to the file.

File Size

The size of the attached file.

Date Attached

The date the file or link was attached.

Attached By

The user who attached the file or link.

Custom Fields tab:

This tab only displays when one or more custom fields have been defined for the module. Each custom field assigned to this module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (All Projects), and clicking Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add Custom Fields.

Versions tab:

Use the Versions tab to maintain a history of your document changes. This tab only displays when you open the document in View mode, not in Edit mode (open the document by clicking the document name, not the Edit icon beside the document name). On the Versions tab, you can view and access previous versions of the selected document and identify who created the versions and when the versions were created. You can create and preserve a new version of the document at any stage during a project. To create a new version of the current document, choose Version Document from the Select an action drop-down list. You can use the Contract Management Administration Application to configure the Version Document feature to automatically create a new version of your document each time you save the document (see Configure the Content Management Version Document and Attachment Feature for more information).

Version

Lists different versions of the current document in reverse chronological order.

Click view to open each version. Each version shows the information available in the document when the version was created.

User Account

Shows the name of the user who created the corresponding version.

Date

The date on which the item was created or issued.

How to access this document window:

  1. Expand the Logs folder in the Project View and click Drawing Sets.
  2. From the Drawing Sets Log Window, either choose a drawing set to view or click Add Document to add a new drawing sets document.


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Last Published Wednesday, June 17, 2015