Transmittals

Use Transmittal records to track cover sheets for records related to your projects.

Transmittals

CONTROL PANEL

1. CONTROL PANEL

BREADCRUMBS BAR

Breadcrumbs Bar

HEADER TOOLBAR

RECORD TABS

HEADER

5. HEADER

Project Field - Required
Phase Field
Transmittal # Field - Required. An alphanumeric ID for the record.
Description Field
Status / Revision Fields
Date Field
Reference Field
To Field - Contact Field
Address Field - Type an address here
From Field - Contact Field
WBS Field
Category Field
Shipped Date Field - Date Field
Shipped Time Field - Time Field
Via Field
Tracking # Field - Type a tracking number here
Quantity Field - Type a quantity here
Due Date Field - Date Field
Remarks Table - Place a check next to each remark that applies to the transmittal. The list of potential remarks is user defined. Values are defined in Standard Lists/Remarks.
Comment Field - Enter comments here

DETAILS TABLE TOOLBAR

Details Table Toolbar

DETAILS TABLE

7. DETAILS TABLE

Imported - If the line is linked to a PMWeb record, when the line is not in edit mode a link icon appears here. Click the icon to navigate to the linked record.
Line # Field
Attachments Field
Set # Field - Read only. If the linked record is part of a set the set number appears here.
Description Field
Status Field
Revision Field
Date Field
Type Field - A list of Engineering Forms record types. If the line is linked to a PMWeb record this field is read only.
Quantity Field - Enter a number here.
Source ID Field - Read only. If the line is linked to a PMWeb record the ID of the record appears here.
Source Line # Field - Read only. If the line is linked to a PMWeb record line the line number of the linked record appears here.

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