Adding and Editing Actions Using the Management/Commissioning Console - Plan

From the Management or Commissioning Console's Plan/Edit Actions tab, you can work with projects having any status. You select a project and then work with a comprehensive list of actions that have been added for the project. By default, the Commissioning Console shows project types of Commissioning, but you can use the Filter console to view any type of project.

Alternately, you can add or edit actions for Approved projects from the Projects / Plan process using the Add or Edit Actions task. See Adding and Editing Actions.

Or, from Commissioning, you can add actions from the Manage Design Submissions and Requirements task.

From the Management / Commissioning Console / Plan / Edit Actions tab, you can:

Add or Edit actions. See Adding or Editing Actions.
Apply a template of actions to the project. Once the template actions are added to the project's Action Item list, you can associate the action with a work package by selecting a value for the Work Package field for the action. See Applying a Template of Actions to the Actions List.
Delete, cancel or stop actions. See Canceling, Deleting, or Stopping Actions.

Adding or Editing Actions

To add or edit actions:

Access the console in one of the following ways:
- Select the Projects / Plan / Management Console: Plan task.
- Select the Commissioning / Design / Commissioning Console: Design Phase task.
Click Select in the row for the project for which you want to add an action. If needed, use the Filter console to restrict the projects shown by selecting criteria and clicking Show.
Select the Edit Actions tab.
To add an action:
1. In the Action Items panel, click Add New.
  The Edit Task dialog appears. The Action Item ID is generated by the program, and the Project Name is filled in with the project you selected on the Select Project tab.
2. Enter the following required fields:
  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.
3. Enter the following recommended fields:
  Work Package: 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.
  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.
  Action Item Status: A description of where the action item is in its lifecycle. This is a key field as it enables you to track and manage the progress of a project by marking actions as 'in progress', cancelled, put on hold, or stopped. Reports, such as Action Status by Action Type (Plan process / Management Console: Plan (schedule tab), use the action item status, and a work package can be marked as complete based on the status of its actions items.
  Work Breakdown Structure Code: A hierarchical structure that is used to organize tasks. Often, the action item's Work Breakdown Structure Code has the prefix of the work packages code. For example, if a task is associated with a work package that is first in your outline, and the task is the first task for the work package, then the outline number for that task is 1.1; the outline number for the first subtask under this task is 1.1.1
  Site Code/Building Code/Floor Code/Room Code: Select the location information for the work to be done.
  Approved By: Enter the name of the person approving this work. From Commissioning, if the action is for a design submission, use the Approve Documentation action to approve the document. See Approving Design Submissions.
  Created By: The system fills in this field with the name of the user who added this action.
4. Enter additional fields as needed. For example:
5. 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.
6. Approved By: Enter the name of the person approving this work. From Commissioning, when approving actions for commissioning documents, use the Approve Documentation action. See Approving Documentation Action Items.
7. Review or edit the Cost - Est. Baseline (Cap) or Cost Est. Baseline (Exp.).
8. Click Save.
9. After you save the action, to attach a document to the action, click the Check In New Document button next to the Document field.
To edit an action:
Note: When you edit the Start and End Dates for actions, if any actions are set to be predecessors for other tasks, the Gantt Chart automatically ensures that the date fields for dependent tasks conform to their predecessors. See How the Gantt Chart Updates Dependent Tasks.
1. In the Action Items panel, select the action item you want to edit.
  The Edit Task panel appears.
2. Edit the fields as needed.
3. Click Save.

Applying a Template of Actions to a Project

To apply a template of actions to a project:

From the Plan tab, select the Edit Actions tab.
In the Actions panel, click Apply Template.
The Select Value list for the Template projects appears.
Select the template whose actions you want to add to the project.
The actions from the project template are added to the project. You can edit the actions. For example, you can add the action to a work package for the project.

Canceling, Deleting, or Stopping Actions

To cancel, delete, or stop actions:

In the Action Items list, select the action.
Do one of the following:
If the Action Item Status is:
- N/A, click Delete to delete the action/
- Scheduled, click Cancel to cancel the action.
- In Progress, click Stop to stop the action.
The Action Item Status field is updated to reflect the action you selected.