Action Item Page
This page shows the details of the action item you selected from the Action Items log. External and internal (Project Center) users see the same information unless otherwise noted.
Action Item
Subject
The subject of the action item.
Status
The status of the action item.
Percent Complete
The percent complete of the work required for the action item. This value is entered by the user.
Assigned
The date the action item was assigned to a contact.
Due Date
The date the action item is due.
Remind
When a reminder is enabled, this field displays the number of days prior to the due date on which a reminder notification is sent.
If a reminder has not been set, the value in the field is Disabled.
Action Completed
The date the action item was completed.
Keywords
Any project keywords assigned to the action item.
ID
The ID number of the action item.
Type
The action item type, which is used in numbering.
Priority
The action item's priority.
Disciplines
The disciplines associated with the action item.
Assigned To
The contact(s) the action item is currently assigned to. Select the link to view contact information.
If multiple team members appear in the Assigned To field, the Recipients dialog box opens.
CC
Any other contacts included on the action item.
Assigned By
The contact who assigned the action item.
Description tab
This tab displays any Description text entered for the item.
Discussion tab
This tab lists the actions taken toward resolving the action item.
Modify
Select 
to open the Discussion dialog box and modify the discussion item.
Date
The date and time the discussion took place.
Author
The author of the discussion item. Select the link to view contact information.
Action
The action taken on the item.
Remarks
Any details about the item.
Add
Select Add to open the Discussion dialog box and add a discussion item.
Delete
Select 
to delete the discussion item.
Email Log tab
This tab lists all email messages associated with the item.
Importance
The 
icon indicates the email message
is marked as important.
Attachments
The 
icon indicates the email message
contains an attachment.
Subject
The original subject line of the email. Select the subject of an email message to view it in the Email Preview page.
Message
Displays the first part of the email message.
From
Displays the original sender of the email.
To
Displays the recipient list for the email.
Date
Displays the original sent date for the email.
Size
Displays the file size of the email.
Preview Email Messages
Mark this checkbox to display a portion of the email messages below their subjects.
Supporting Documents tab
Displays the supporting documents for the item. Select the link for
a file to view it in the Newforma
Web Viewer. If the filename is not a hyperlink, select the 
icon to open or save the
file locally.
Name
The name of the file.
Type
The file type.
Upload Supporting Documents
Use this area to add supporting documents to the item.
This option is only available for internal (Project Center) users.
Add Files
Select to open the Choose File to Upload dialog box and select a file.
You can select multiple files using standard Windows Shift and Ctrl selection techniques.
Remove All Files
Select to remove all files selected for upload.
Drag-and-Drop Files Here
Drag and drop files directly from Windows to add them to the list of files to upload.
This option is only available if your browser supports the functionality.
Upload
Select to upload the files to the Supporting Documents tab.
Related Items tab
This tab lists all Project Center items that are related (linked) to the item. Select the subject of an item to open it in its page.
Subject
The subject of the related project item. The icon for the related item type appears to the left of the Subject.
ID
The ID for the related project item.
Type
The type of the Project Center project item.
Workflow
The status of the item related to the current item.
Team Members
Team members associated with the related item.
Date
The date the related item was created.
Keywords
Displays any project keywords associated with the item.
Change Log tab
Use this tab to view a history of the actions taken on the selected item, including when it was created, modified, who was involved, and any details.
Date
Date the change occurred.
Event Type
Type of change that occurred.
By
Project team member who created the change.
Detail
The specific field or item that was changed by the event.
In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.
Page Tools
The following tools are available in the Action Item page toolbar.
Action Items
Select to return to the Action Items log.
Send Email
Select to open the Send Email page to send an email containing the action item's information as shown to a project team member.
View Form
Select to open a printable version of this page.
If you have the required permissions, you will see the following additional options:
Modify
Select to open the Modify Action Item page to change the contents of the action item.
Add Similar
Select to open the Add Action Item dialog box and create a new action item based on the current action item.
Supporting documents, related items and email are not copied to the new action item.
Delete
Select to delete the action item.
To access this page
Select the subject of an action item from the Action Items Log page.
If action items are not available to you, see Make a Project Center Project and its Activity Centers Available on Info Exchange.
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