Communications

Learning > Record Pages > Communications

Background

With the Communication Records, users can log all pertinent project communications within a reportable record which can be accessed, updated, and used for reporting from the PMWeb ecosystem.

Access: This record is located in the Records module of PMWeb.

Related Pages: N/A

Job Aids

The following job aids and reference guides are relevant to Communications records:

Create a Communications record

To request additional training or documentation, please submit a Help Request in PMWeb.

Record Guidance

Main Tab

Within your new Communication record:
- - Select a Project
  - Select a Discipline
  - Add a Subject
  - Add Date and Contact Details
  - Select a Communication Type
Add Follow Up Date information as needed
Click the Save icon to save the record, relate it to your project, and open additional functionality.

Communications record information fields.

Additional Tabs

4. Once your Communication record is saved, additional working tabs open, including:

Notes: To add additional notes to the Communication record.
Attachments: To include attachments with your Communication.
Collaborate: To submit a collaboration request to other project team members for this record.
Notifications: To send internal or external notifications of this record.

5. A Communication data entry box also becomes available for more detailed recording of communications.

Additional tabs in the record and a free-text response field.

Report Guidance

The Communications Log report is available for this record in "BI Reporting"

Workflow Guidance

There is no Workflow process associated with this record.

Integration and Trigger Guidance

There are no integrations or triggers associated with this record.

FAQs

There are currently no FAQs.

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