The Workspace is a customizable window that controls the layout of the Control Center. Use the Workspace to quickly view and access project information. The Workspace opens to the right of the Project View. From the Workspace, you can:
View information across all projects or one project at a time depending on your selection in the Project View.
Click on a section of a chart to display the details for that section.
Use objects to view information on actions, alerts, issues, requests for information (RFIs), submittals, emails, and so forth.
Click User Productivity Kit 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, unmark the Applicable Content checkbox to choose from the list of available general tutorials.
Control Center
The Control Center contains information about either a selected project, a group of projects, or all projects. When no projects are open, the Control Center shows information relevant to all projects within the selected folder. When you select a project, the Control Center shows information specific to that project (some objects enable you to choose whether to display information on all projects or just the selected project). You can also right-click on the project and choose Project Settings to edit general information, key parties, and schedule information for the project.
You can customize the Control Center to display the information you want. For example, you can include objects for reports, your Inbox, requests for information (RFIs), charts showing outstanding issues and requests, and any actions or alerts. The Actions object contains items in your court that need to be addressed. The Alerts object contains items that need to be addressed immediately. You can place up to 12 objects in the Control Center and save this arrangement as My Workspace. The next time you start Contract Management, either use this Workspace or select one of the standard types delivered with the product. These include:
Administrative Assistant
Architect
Contract Management
Controller
Executive
Field Superintendent
General Contractor
Owner
Project Engineer
Project Manager
Subcontractor
Viewing the information in the Control Center Workspace at the start of each workday reminds you of what you need to accomplish, who you need to contact, and when deadline items are due. This information is generated by and/or directed to you, depending on your access permissions.
Objects
The following objects can be displayed in the Control Center Workspace. You can configure which objects appear in the Workspace using the Customize Control Center Dialog Box.
Actions: Place an Actions object in the Workspace to view documents in your court based on their priority level. See Actions Overview.
Alerts: Place an Alerts object in the Workspace to automatically notify you of documents that require attention. You can create alerts that will notify you when a document meets a condition that you specify. See Alerts Overview.
Inbox: Place an Inbox object in the Workspace to access items mailed to your inbox. See Inbox Overview.
Issues: Place an Issues object in the Workspace to quickly view current issues, including the number of new and closed issues. See Issues Log Window.
Prepare: Place a Prepare Documents object in the Workspace to display up to five document types that you can click to create quickly, such as issues, submittals, transmittals, and so on. You can only use modules to which you have access rights.
Primavera Summary Schedule: Place a Primavera Summary Schedule object in the Workspace to view activity data from your linked Project Planner Professional schedule. See Schedule Data Log Window. Click an individual bar to open an activity data chart for that project.
Reports: Place a Prepare Reports object in the Workspace to display up to five reports that you can click to open directly from the Workspace. See Launch Reports from the Workspace.
Request for Information: Place a Request for Information object in the Workspace to view the total number of RFIs, as well as the number of approved, closed, and new RFIs. Place a cursor over a section of the chart to display the number of submittals for that type.
Safety: Place a Safety object in the Workspace to view the number of open and closed safety notices, and their dispositions (resolved, duplicate, and so forth). Red indicates open documents, and blue indicates closed documents. See Safety Overview or Safety Log Window. Place the cursor over a section of the chart to display the number of safety notices for that type.
Shortcuts: Place a Shortcuts object in the Workspace to display up to five links that you can click to open frequently accessed websites in separate browsers. Each project, as well as the top-level folder (All Projects), can have its own Shortcuts object. Each object contains its own separate web links. The Shortcuts object that appears is determined by which project is selected in the Project View Overview.
Submittals: Place a Submittals object in the Workspace to view a chart showing the number of submittals based on status. See Submittals Object Log Window. Place the cursor over a section of the chart to display the number of submittals for that type.
Update Submittals: Place an Update Submittals Schedule object in the Workspace to update activity data from a P6 EPPM module schedule or from the project's lead time. See Update Submittals History Dialog Box. Click Update from Schedule to update submittal schedule information for the project you currently have open in the Project View Overview. Click Update from Lead Time to update submittal activity information based on the lead times for the activities for the project you currently have open in the Project View Overview. These buttons update information for all projects if you are at the All Projects level (all projects closed).
