Create a Monthly Updates record to initiate a new Monthly Updates record.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your project. Ensure that you are in the User mode.
- Expand the Ongoing Reporting node.
- Click Monthly Updates.
- From the BP log page, click Create.The Create New Monthly Updates form. (Required) In the Title field, enter a title.
- In the Contract Reference field, click Select to associate a contract with this report.
- (Required) From the Year list, select the year.
- (Required) From the Month list, select the month.
- (Required) From the Schedule Status list, select an option.
- (Required) From the Budget Status list, select an option.
- Specify the main points of the monthly report in the Summary field.
- Update the optional fields under the Scheduled Overview, Plans for next 30 days, Design Status and Approval, Constructions Accomplishments, Changes, Opportunities and Challenges sections.
- Record issues in the Issues and Actions section.
- From the Workflow Actions list, select Submit.
- In the Action Details tab click To, select and add recipients, and click OK.
- Click Send to route the record for approval and then click OK.