From the Project Console, you can review all action items for a project before adding a new action, or you can drill down to a specific work package and add action items directly to the work package.
Having up-to-date action item information is critical to tracking projects. To facilitate managing your actions, the Management Console enables you to copy baseline costs from one project to another, to bulk update actions, and to export actions to MS Project, or import them from MS Project.
The Management Console facilitates managing action items by enabling you to: bulk update action items. For example, you can bulk update the status or completion date for multiple items at once.
The Update Selected Actions form appears.
The information is recorded for all selected actions.
You can copy the following costs for an action item:
To copy an action's baseline costs to its design costs.
A message asks you to confirm the operation.
You can import action item data from MS Project to Archibus, or you can export your data to MS Project.
To add an action item to a work package:
The Work Package Profile and Contract tab appears.
The Edit Action tab appears.
This tab shows all actions for all work packages for the selected project.
Action Title to clearly identify the action.
WBS Code for the action. The WBS Code is a way to order and categorize your action items. In general, actions which are performed earlier will have a lower WBS code value. If the work package has a WBS Code entered for it, this code is copied to the field. Generally, the action item's WSB code is prefixed with the WBS Code of the Work Package. For example, if the work package has a WBS Code of 2.0, the first action item to be performed for this work package will have a code of 2.0.1
Work Package: Select a work package from that list. If you have not yet created the work package, you can assign it at a later time. See Adding a Work Package.
Project Phase: Select a Project Phase value, such as Design or Execution. For example, this is useful if you want to track the project at the Design phase or Execution phase level in the Project Analysis report. Or, when adding actions to work packages you can search for work packages by the Project Phase for the project with which the work package is associated. For more information on the Project Analysis report, see the Creating Management and Oversight Reports topic.
The Edit Action tab appears.
Up-to-date action item information is important to tracking a project's progress. The Management Console includes action buttons that automatically update action status for you. For example, if you run the Sign Contract action, this automatically updates the Action Item Status for the contract. As the project progresses, you would typically update action information such as the following:
To update actions:
The Work Package Profile and Contract tab appears.
The actions for the work package appear.
Click an action to access the Edit Action form.
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