Add to Project Item dialog box

4 minutes
7 months ago

Add to Project Item dialog box

Use this dialog box to select which Project Center item to add an Outlook itemSupported Outlook items include email messages, tasks, posts, appointment/meetings, contacts, distribution lists, journal items, meeting requests, and reports. to.

Look in

Select which Project Center item to add the Outlook item to. Each available item is covered below.

Select Item

Select the category to file the item to, which narrows down the list of items.

Filter All Columns

You can filter by any text that appears in any of the columns in this dialog box. For example, if you know the name (or part of the name) of the project item that you are searching for (or the subject, priority, discipline, etc.), enter at least part of the text in this field. The list updates automatically as you type. For example, if the item you are searching for has the number 30 somewhere in one of the columns, enter 30 in this field. The list will be narrowed down to only items that have the number 30 somewhere in one of the columns.


Action Items

Select the action item to add the Outlook item to, then click OK.

Columns

See Action Items activity center for a description of the columns.


Contract Management Items

Select the contract management item to add the Outlook item to, then click OK.

Columns

See the corresponding contract management item’s activity center for a description of the columns.


Document Sets

Select the document set to add the Outlook item to, then click OK.

Columns

See Project Document Sets activity center for a description of the columns.


Field Notes

Select the field note to add the Outlook item to, then click OK.

Columns

See Field Notes Activity Center for a description of the columns.


Markup sessions

Select the markup session to add the Outlook item to, then click OK.

Columns

See Project Markup Sessions activity center for a description of the columns.


Meetings

Select the meeting to add the Outlook item to, then click OK.

Columns

See Meeting Minutes activity center for a description of the columns.


Models and Elements

Select the BIM model/element to add the Outlook item to, then click OK.

Columns

See Building Models and Elements activity center for a description of the columns.


Project Folders

Select the Project Center project folder to add the Outlook item to, then click OK.

Save in

Select the project folder or recent location from the drop-down list, then select the specific folder in which to file the Outlook item from the list of folders.

Click to open the Create New Folder dialog box to add a new folder under the currently selected folder.


Punch List Items

Select the punch list to add the Outlook item to, then click OK.

Columns

See Punch List activity center for a description of the columns.


Record Copies

Select the record copy to add the Outlook item to, then click OK.

Columns

See Record Copies activity center for a description of the columns.


Record Documents

Select the record document to add the Outlook item to, then click OK.

Columns

See Document Control activity center for a description of the columns.


Spaces

Select the space to add the Outlook item to, then click OK.

Columns

See Spatial Index activity center for a description of the columns.


Timeline Items

Select the project timeline event to add the Outlook item to, then click OK.

Columns

See Project Timeline activity center for a description of the columns.


Transmittals

Select the transmittal to add the Outlook item to, then click OK.

Columns

See Project Transmittals activity center for a description of the columns.

 

To access this dialog box

Click the icon next to the Another Project Location field in the File in Project dialog box.