Link Documents to Issues Overview

Contents

An issue is a problem that must be resolved before a project can be completed or it is a condition that can lead to contract changes or claims. Organizing project information by issue lets you quickly review each problem that may affect the project schedule or completion cost.

In Contract Management, you can link issues to several documents of any type, such as a submittal, daily report, or request for information (RFI). You may want to create an issue to:

• Gather relevant documents quickly when you are involved in a claim.
• Track all information related to a company when you experience ongoing problems with that company.
• Group different documents related to a topic that led to a formal change order, such as an RFI.
• Track every change document related to a contract or purchase order.

You can create an issue at any point during a project and link documents to it as the project progresses. For example, if a labor shortage is noted on a daily report, create an issue named Labor and link the daily report to it. You can also search for multiple documents and link them all to an issue at the same time. This was previously known as building issues.

You can link an issue to any Contract Management module document except the Cost Worksheet and other issues (you cannot link one issue to another issue). You can also link some items within documents to issues. For example, meeting-minute business items can be linked to different issues than the meeting minute document that contains them. Other items that can be linked to issues include contract/purchase order (PO) items; requisition schedule of value line items; change and proposal line items; daily report visitors, equipment, and labor; submittal revisions; drawing revisions; punch list items; notepad items; and materials delivery tickets.