Project Decisions

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Background

Decisions records allow project teams to document and share important decisions related to their project work. This feature is essential for maintaining a clear and organized history of key decisions, ensuring that stakeholders are informed and that the rationale behind decisions is recorded for future reference.

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 Project Decisions records:

Create a Decisions record

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

Record Guidance

Record Information and Record Details Headers

Update the Record Information fields to select your Project, add a Subject, and to include the Status, Discipline, and Decision Date for this decision.
Type your Decision Request details, and include any Contributors using the provided fields.
Select any Related Action Items, as available, based on other records related to this project.
Click the Save icon to save your Decisions record.

Decisions record information and decisions details header sections.

Additional Tabs

5. Once your Decisions record is saved, additional tabs become available for adding Notes and Attachments, requesting Collaboration, and sending Notifications.

6. As Decisions are updated, Project Managers will return here to update the Decisions record.

Report Guidance

To open your Decisions record reporting view, click the Chevron icon to the right of Print.
Click BI Reporting in the dropdown menu that appears.

A Report preview pop-up window appears with your Decision Log report available for this record.

3. Click the Eyeglass icon for report filtering and exporting.

A new pop-up window appears with a full-scale version of your requested report.

4. Filter your report with the provided menu options, as needed.

5. Click View Report to update any filtering changes.

6. Click the Save Chevron and select your preferred exporting option from the dropdown list to export your report.

Note: Most reports should be exported using a PDF format instead of Excel except for the Projected Quantities record.

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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