This log window displays a summary of each purchase order. From this window, you can review details of a purchase order, open a purchase order document window to make changes to an existing purchase order, or add a new purchase order. You can also print a report or a form.

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

Add Document

Click to add a new document.

Print Form

Click to print a form.

Print Preview

Click to display the page that will be printed.

Control Center

Click to return to the Workspace.

Find

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

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.

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.

Edit Document

Click to open the document in Edit mode.

Columns:

Document For

A description of the document. Click to open the document in View mode.

Number

A unique number assigned to this item.

Contract Management automatically assigns a unique number to identify the item. You can change this number only when you create a new document.

To/To Contact

The company and contact receiving the item.

From/From Contact

The company and contact sending the item.

Status

The item's status.

Date

The date on which the item was created or issued.

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.

Total Cost

The sum of all items in this document.

Approved Changes

The total sum of all approved changes for this item.

Pending Changes

The sum of all proposals and pending change orders for this contract/purchase order.

Balance

The current contract/purchase order balance, consisting of the total cost plus approved changes.

Pending changes, invoiced to date and requisitioned to date, are not included in this total.

Activity ID

The P6 EPPM activity associated with this item.

Ball in Court/BIC Contact

The company and contact currently responsible for this item.

Priority

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

Approved?

Indicates whether the item has been approved.

No is the default. Yes appears when the item has been approved.

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 Contract Information folder and click Payment Requisitions.

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