Contract management transmittal form overridesīy default, Project Center uses a single form template for each contract management (CM) action. Each form template uses conditional logic to display sections relevant to a specific CM activity center. You can create o verride forms for specific CM activity centers as required. To create an override form, copy the base form template and append the filename (before the extension) with _Activitycenter in the same sub-folder as the base form template. For example, to create a form template that will only be used for RFIs when forwarding for review, copy the GenericForwardedFormView.docx file to a new file and rename it GenericForwardedFormView_RFIs.docx. You would then customize the GenericForwardedFormView_RFIs.docx for just forwarding RFIs. Smart Marker field reference guides for creating custom reports in each activity center Generic ActionFormView _ Activit圜enters.docxĪctivity Center specific transmittal override for CM workflow action step.Īctivity center specific override workflow summary Generic transmittal form for CM workflow action step. Smart Marker reference guides for creating custom reports are available for most activity centers. See Smart Marker Field Reference Guides for Creating Custom Reports in Each Activity Center for a list of Microsoft Excel custom report spreadsheets containing available Smart Marker fields. Template file and sub-folder reference Template folderĮmail notification sent to external Info Exchange users when they are first given Info Exchange credentialsĪctivity summary templates (cannot be customized)Įmail notification sent to internal users via client update in Project Center Administrationīuilding model log view specialized reportsĬhange order proposal specialized reportsĬhange order log view specialized reportsĬonstruction Change Directive\Report TemplatesĬonstruction change directive log view specialized reportsĭaily report forms (may be referred to as a “report” by customers)ĭaily report log view specialized reportsĭocument set log view specialized reportsĮmail template for generating PDFs of emails via the publish function in the Project Email activity center. Info Exchange account password reset notification email Meeting minutes and agenda form template (sent with transmittal/notification) Markup sessions log view specialized reports Info Exchange account notification email for internal users LEGACY standard excel template (not commonly used in 10e Installations)Ĭontainer for legacy Excel report templates (still in use for some activity centers)įorm used for file transfers sent via Info Exchange without a transmittal. financial statements (between 20) held in account number xxxxx.].the CCTV camera situated at (‘location E’) on between 11am and 5pm and.my medical records (between 20) held by ‘Dr C’ at ‘hospital D’.emails between ‘person A’ and ‘person B’ (from 1 June 2017 to 1 Sept 2017).[Give specific details of where to search for the personal data you want, for example: Please supply the personal data you hold about me, which I am entitled to receive under data protection law, held in: Proposal request log view specialized reports Potential change order log view specialized reports Copy log template password# If you need any more information, please let me know as soon as possible.
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