Related Items Overview/Icons Legend

This topic explains how Project Center items are related. It contains the following subtopics:

Relating items

You can link any item (shown in the chart further below) created in Project Center to another Project Center item, creating a relationship. There are many ways to link Project Center project items together and establish related item relationships, including:

Selecting an item, then clicking Relate to from the Related Items tab of most activity centers.
Adding files to a document set or to the Supporting Documents or Associated Items tabs of submittals , RFIs, transmittals, action items, or project timeline items.
Adding a folder to a document set.
Publishing a folder or document set to Info Exchange.
Creating a record copy of a document set, folder, shared folder, transmittal, file transfer, submittal or RFI.
Creating a markup session from a source file.
Adding items to a timeline event.
Extracting a record copy to a folder.

Project Center icons

The following table contains the Project Center related items icons, in alphabetical order. The icons appear in the Related Items columns (shown below the chart) and the Subject columns of the Related Items tabs of most activity centers, as well as many dialog boxes throughout Project Center. When you create a relationship between two items, each item's icon is added to the other item's Related Items column and the Subject column of its Related Items tab.

When you place the cursor over any related item icon, a tooltip pops up with the icon's definition.

	Action item
	Addendum
	BIM
	Building element
	Bulletins
	Change order
	Change order proposal
	Construction change directive
	Contact Directory
	Contract
	Document control
	Document set
	Info Exchange folder
	Info Exchange transfer
	Markup session
	Meeting minute
	Project folder
	Project image
	Project Publisher
	Proposal request
	Shared folder or document set
	Shared folder for Newforma to Newforma
	Punch list
	Record copy
	RFI
	Sketches and supplemental drawings
	Spatial index
	Submittal
	Supplemental instruction
	Timeline (calendar) event
	Transmittal

Related Items column

If the Related Items column (which is present in most activity centers) contains related item icons (indicating that there is a relationship between the selected item and other project items), you can click in the filtering box to see what each icon represents, and to filter by item type, as shown here. Each of the item types that appear in the entire column will be listed in the filter list.

Relation Type column

The Relation Type column of the Related Items tab (shown below) has two icons to indicate the relationship type:

● The icon indicates that the relationship was created by a user (Ad Hoc) and can be deleted (such as an action item related to an RFI).

● The icon indicates that the relationship was created by Project Center and cannot be deleted (such as a transmittal or record copy related to a submittal).

Finding related items

The best way to find related items is by using the Related Items column and Related Items tab, as shown here:

Finding matching file names, duplicate files, XREFs, and markup sessions

Project Center also enables you to find related and duplicate files, external references ( XREFs) for a file, and markups of a selected file. When you select a file in Project Center, you can choose which task to perform from the File Tasks panel or the Folder Tasks panel. In the following examples, let's say a file is selected from the Project Files activity center. Using the Find task, you can select which action to perform:

To find matching file names

Click Find > All Versions of this File to open the Search Results window, which displays any files in the project that closely or exactly match the file name or version. You can then filter the list.

To find external references

Click Find >External References to open the External Reference Details dialog box, which displays two lists: one showing the XREFs that the selected file contains, and another showing the files that reference the selected file.

To find markup sessions for the file

For files that have an icon in the Related Items column, click Review Related Markup Sessions to open the Related Markup Sessions activity center, which displays a list of all markups that have been created using this file as its source. You can also preview them.

To find duplicate files

You can select a folder, then click Utilities > Find Duplicate Files to open the Duplicate Files window, which lists any folders and files within the selected folder that are exact duplicates of each other.

Creating related items

You can create related items from existing Project Center items. The related items will have an Ad Hoc relationship, as described in the Relation Type column section above.

The Create Related functionality is available from two locations in Project Center:

● The first location is from the Related Items tab in each activity center. Select an item from the log, click the Related Items tab, then click Create Related > Item, as shown here:

● The second location is when closing a contract management item. Select the appropriate Close task (Close, Respond and Close, or Send and Close), and then mark the Create Related checkbox in the corresponding dialog box, as shown here:

● When creating a related item from a contract management item, the information in the original item is copied to the new related item. The rules for copying the field information to the new related items are:

● The field in the new item must have the same name as a field in the original item and the data types must match.

● The keyword list types for both fields must match and the actual keyword lists that the list assignments point to must be the same.

● The following fields/data are not copied to the new contract management item:

● Number

● Due Date

● Internal Notes

● Email Log

● Supporting Documents

● Related Items

● Expected Date/To/From

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