Capital Projects / Commissioning / Design

Edit Information for Documentation Action Items

In the Commissioning Design phase, many of the action items involves working collaboratively to refine documentation. From the following tasks, you can edit documentation action items, however, the information can also be used to edit actions with the CX - Commissioning Action Type:

Design Process Task	By default, this task shows this Action Type if the action has the document attached
Review Owner's Project Requirements	CX - Contract Document
Review Design Submissions	CX - Design Submissions
Review Contracts Awarded to Commissioning Agents	CX - Contracts AWARDED
Approved Commissioning Specification	CX - Construction Checklist, although this can be changed to Test procedures if this approved specification is to be used as a test procedure.

To edit actions items for documentation action items:

From the Design process, select one of the tasks listed in the table above.
The Select Commissioning Projects pane shows commissioning projects. The pane on the right shows only actions that have the default action type for the view. These actions must also have the document attached. To attach a document to an action item, see Adding Documents to Actions.
Select the project that has the action you want to work with.
The pane on the right shows the actions for the selected project.
Select Edit in the row for the action.
The Edit Action Item dialog appears.
To attach a new version of the document:
1. Select the Check in New Version button next to the Document field.
2. Click the Browse button in the Check In New Version dialog to locate the revised document.
3. Click OK.
Alternately, use the buttons next to the Document field to show the attached document or to check out the attached document for editing. See Using the Document Management System.
If needed, update the following additional information for the action.
Action Title: A identifier for the action. The name must be unique among actions for this work package.
Action Type: Select the type of action. When you assign an action a type, you are able to view the Action Status in reports, such as Action Status by Action Type (Execute process/Schedule tab), and view milestone statuses (Monitor process/View Milestone Statuses). When estimating schedules and duration, you can filter by Action Type to see only those actions on the Gantt chart.
Date to Perform: Date you plan to begin the action. By default, this is set to the current date. Enter an estimated date if you are planning on tracking design schedules using the design Gantt chart.

Duration - Est. Design (Days): By default, this is set to 1 day, but enter an estimated value, so that you can track design schedules on the Gantt chart. The design schedule estimate is based on information that has been provided by architects, designers, and contractors who have analyzed a project's requirements.

Hours - Est. Design: By default, this is set to 0, but enter a value to indicate the number of person-hours this action will take. For example, if the action's Duration is two days, and two people will be working on this action for eight-hour days, then the person-hours for this action is 32 hours. The S-Curve analysis uses person-hours in its calculations for work, so it is important to enter these hours if you are generating S-Curve charts in the Projects application.

Cost - Est. Design (Exp.) and Cost Est. Design (Cap): By default, these costs are set to 0.00, but enter an estimate if you want to compare estimated design costs to actual costs in the Project Analysis report. These design costs are provided by architects, designers, and contractors who have analyzed a project's requirements.

Work Package: If not already entered, select the work package for the action item. Although, not required to save the record, an action must be associated with a work package so that vendors can bid on it, and you can generate reports that show data for work packages. Working from Commissioning, during the Construction Phase, Commissioning Agents and Trade Contractors are able to see their designated work scope only by work package.

Action Item Status: Select the current status for the action. If you record Action Item Status, you can view reports that include this field, such as Action Status by Action Types on the Management Console Schedule tab. After you change the status from N/A, the action item can no longer be deleted; you can cancel it (if the status is Scheduled) or stop it (if the status is In Progress). When working from the Commissioning application, it is important to use the Approve Documentation action to approve the documents. This automatically updates the status to Approved. See Approving Documentation Action Items.

Project Phase: Select a Project Phase value, such as Design or Execution. For example, this is useful if you want to track the project at the Design phase or Execution phase level in the Project Analysis report. Or, when adding actions to work packages you can search for work packages by the Project Phase for the project with which the work package is associated. For more information on the Project Analysis report, see the Creating Management and Oversight Reports topic.

Work Breakdown Structure Code: A hierarchical structure that is used to organize tasks. For example, if a task is first in the outline of your project actions, then the outline number for that task is 1; the outline number for the first subtask under this task is 1.1.

Site Code/Building Code/Floor Code/Room Code: Select the location information for the work to be done.

Description: If needed, enter additional information for this action.

Approved By: Enter the person approving the action. When working from the Commissioning application, it is important to use the Approve Documentation action to approve action items for design submissions. See Approving Documentation Action Items.

Created By: This is a system-generated field that holds the name of the user who entered this action.

The following fields are used for scheduling if you are creating service requests for this action.

Problem Location Enter precisely where the problem exists, so that others following up on this item will be able to easily find the problem. For example, if you are assessing the condition of a room, you might enter "Back corner near window"

Equipment Code: Select the equipment needed to perform this action by selecting an equipment item from your equipment inventory.

Problem Type: Select the type of problem this action item is addressing.

Primary Trade Required: Select the type of craftsperson required to perform this work.

Date Required: Select the date this craftsperson is needed.

Date Requested: Date the service request was entered. This can be a read-only field set to the current date.
Click Save.