Creating Monthly Updates Record

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.

  1. Go to your project. Ensure that you are in the User mode.
  2. Expand the Ongoing Reporting node.
  3. Click Monthly Updates.
  4. From the BP log page, click Create.The Create New Monthly Updates form. (Required) In the Title field, enter a title.
  5. In the Contract Reference field, click Select to associate a contract with this report.
  6. (Required) From the Year list, select the year.
  7. (Required) From the Month list, select the month.
  8. (Required) From the Schedule Status list, select an option.
  9. (Required) From the Budget Status list, select an option.
  10. Specify the main points of the monthly report in the Summary field.
  11. Update the optional fields under the Scheduled Overview, Plans for next 30 days, Design Status and Approval, Constructions Accomplishments, Changes, Opportunities and Challenges sections.
  12. Record issues in the Issues and Actions section.
  13. From the Workflow Actions list, select Submit.
  14. In the Action Details tab click To, select and add recipients, and click OK.
  15. Click Send to route the record for approval and then click OK.


Last Published Monday, August 28, 2023