Action Items Log

This page lists the action items that are logged in the current Project Center project. Click the subject of an action item to view its details. External and internal (Project Center) users see the same information unless otherwise noted.

Action Items categories

Use the Action Items drop-down list to filter the list of action items by category. The categories are as follows:

Overdue

This category lists overdue action items for the project. External users only see overdue items assigned to them.

Open

This category lists all open action items for the project. Open action items can have statuses of Open, Not Started, In Progress, or Waiting on Someone Else. External users only see open items assigned to them.

Due in 8 Days

This category lists action items that come due in 8 days or less. External users only see action items assigned to them.

All

This category lists all action items for this project. External users only see action items assigned to them.

All Closed

This category lists all closed action items. Closed action items have a status of Completed. External users only see closed action items assigned to them.

All Deferred

This category lists all deferred action items. Deferred action items have a status of Deferred. External users only see deferred action items assigned to them.

Deferred action items are not categorized as overdue even if they are past their due date.

Categories available to Project Center users

In addition to the categories listed above, Project Center users (internal users) can see the following:

Overdue - Assigned to Me

This category lists overdue action items that are assigned to you.

Overdue - Assigned by Me

This category lists overdue action items that are assigned by you.

Open - Awaiting Assignment

This category lists action items that are not yet assigned.

Open - Assigned to Me

This category lists open action items that are assigned to you.

Open - Assigned by Me

This category lists open action items that are assigned by you.

Columns

Modify

Click to modify the action item.

Overdue

The icon displays to the left of action items that are overdue. The icon displays to the left of action items that are due in 8 days or less.

Due Date

The date the action item is due.

ID

The ID number of the action item.

Subject

The subject of the action item. Click to open the Action Item page.

Related Items

Displays icons for any project items related to the action item. Click in the column to access the Related Items popup window, shown below. Click the hyperlink for a related item to view its details.

Assigned To

The team member the action item is assigned to.

Assigned By

The team member who assigned the action item.

Priority

The action item's priority. The list of available filter values varies depending on the Priority values of the currently displayed list of action items.

Status

The action item's status. The list of available filter values varies depending on the Priority values of the currently displayed list of action items.

Date Closed

The date the action item was closed.

Supporting Documents

Displays the number of supporting documents associated with the action item that are available to you. Internal users can access all supporting documents. External users can only access supporting documents that have been shared with external users. Supporting document access is set in the Newforma Project Center Supporting Documents dialog box.

Tasks

The Tasks drop-down list displays available tasks that can be performed for the action item. The contents of the Tasks list varies depending on your permissions for the specific action item. Select a task from the list as needed.

Additional fields

The following fields can be added to the Action Items log by clicking the Show/Hide Columns button to access the Field Chooser.

Coming Due

Tracks action items that have not reached the specified due date. The following statuses appear:

● Coming Due. The action item is due in eight days or less.

● Overdue. The action item is open beyond the specified due date.

Discipline

The name of the discipline applied to the action item. Disciplines are derived from the project keywords list.

Keywords

The list of project keywords applied to the action item.

Overdue

Tracks action items that are open beyond the specified due date. A status of Overdue appears for items that are open beyond their specified due dates.