Close Addendum dialog box
Use this dialog box to close an addendum without providing a response.
Closed By
Click to open the Choose a Project Team Member dialog box to choose the project team member who closed the addendum.
Team Members
Click to open the Choose a Project Team Member dialog box to select the project team members who can access the information from the close action.
Date
Select the date the addendum was closed.
Action
Select the action taken from the drop-down list.
Remarks tab
Add any additional remarks in this tab.
Associated Files tab
Add any files to associate with the close action.
Add Files |
Click to open the Add Files dialog box to locate and attach a file to the addendum. |
Add Folder |
Click to open the Select Folder dialog box to add a folder and all of its contents to the addendum. |
Remove |
Click to remove the selected file from the addendum. |
Name
The name of the file.
Type
The file's type.
Size
The file's size.
Date Modified
The date the file was last modified.
Path
The full path to the location of the file.
Keywords
Any keywords applied to the file.
Save Record Copy in
Select the location in which to save a record copy of the file transfer in this location as a .ZIP file. You can enter a new location by clicking the icon.
Email Log tab
Use this tab to add email messages to the addendum. You can drag and drop email messages from Microsoft Outlook and Windows Explorer into this tab.
The number in parentheses indicates the number of email messages filed in the addendum.
You can copy and paste email messages from Microsoft Outlook and Windows Explorer into this tab.
Double-click an email message to open it in Microsoft Outlook. From there, you can reply to or forward the message.
To preview email messages, right-click in the list and select Preview >.
Add |
Click to open the Add Email Messages dialog box select an email message to add to the current addendum. |
Remove |
Click to remove the selected email message from the addendum. |
Related Items tab
Use this tab to relate Project Center items to the addendum.
Relate to >
Click to select an existing project item and establish a relationship between it and the addendum. This gives you the ability to link two items that are related together. (For example, a markup session that is related to an addendum.) Select Another Project Item to open the Select Project Item dialog box to locate an item that is not in the list.
Share with External > Yes
Click to allow the selected items to be shared with external project team members through Info Exchange.
Remove
Click to unlink and remove the selected project item from the Related Items tab.
Removing a related item from the Related Items tab does not remove it from the database.
Keywords
Click to open the Choose Keywords dialog box to apply keywords to the addendum.
Click to spell check the fields in this dialog box. If any mistakes are found, the Spelling dialog box opens with spelling suggestions.
Create Related
Mark this checkbox to create a new contract management or action item that is automatically related to this item, and then select the type of item you want to create from the drop-down list. The corresponding Create Contract Management Item dialog box (or the Identify an Action Item dialog box) will open after you close this item.
To access this dialog box
You can access this dialog box in the following ways:
● Select an addendum, then click Close > Close from the Tasks panel of the Addendums activity center.
● Mark the Next Action checkbox and select Close from various addendum dialog boxes.
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