Log an Incoming Transmittal dialog box

Use this dialog box to file and track an incoming transmittal that you received either as a hard copy, via email, or Info Exchange. The primary benefit of filing an incoming transmittal is to add it to the log of received information to have a record of it. The transmittal is logged in the Project Transmittals activity center.

To

Click to open the Choose Project Team Members dialog box to record who the transmittal was sent to. The current user is entered by default. You can also type email addresses directly in this field.

CC

Click to open the Choose Project Team Members dialog box to select who else the transmittal was sent to. You can also type email addresses directly in this field.

From

Click to open the Choose a Project Team Member dialog box to select the project team member who sent the transmittal. You can also type email addresses directly in this field.

Subject

Enter a subject for the transmittal.

Purpose

Select the purpose of the transmittal from the drop-down list.

Date

The date the transmittal was received. You can edit the date.

Received Via

This list contains the available transfer methods. Select the method in which you received this transmittal from the drop-down list.

Transmittal ID

Project Center enters an ID for the transmittal. You can edit it.

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Remarks tab/Description of Contents tab/Associated Files tab/Email Log tab/Related Items tab/Change Log tab

Refer to the Create an Outgoing Transmittal dialog box topic for information on these tabs.

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Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the transmittal.

Click to spell check the fields in this window. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Log Transmittal

Click to file the transmittal. It will be logged in the All Received log of the Project Transmittals activity center.

 

To access this dialog box

You can access this dialog box in the following ways:

• Click Log an Incoming Transmittal  from the Tasks panel of the Project Transmittals activity center.

• Choose Incoming Transmittal from the File a Transmittal dialog box.

• From Microsoft Outlook, select an Outlook itemOutlook items include email messages, calendar items, tasks, and posts., then click File As, from the Project Center Add-in for Microsoft Outlook Toolbar, select a project from the Select a Project dialog box, then choose Transmittal.

• Select a Received Transfer, then click File As from the Tasks panel of the Info Exchange activity center and then choose Transmittal.

• Click Receive Pending File Transfer from the Tasks panel of the Info Exchange activity center, then choose the Record this Transfer as a... option from the Receive Pending Transfer dialog box and then choose Transmittal.