Details tab

Below the header on the issue record, there are three tabs for capturing the issue’s details, costs, and supporting documentation.

The Details tab is where you can record key information for understanding the nature of the issue and its potential impact. It is organized into the following sections:

Issue details
Issue description
Additional details

Issue details

The issue details section includes fields that identify the issue.

Overview – Details Tab – Issue details
Title		Description
1	Issue navigation	Lets you navigate to other issues without having to go back to the Issue log. Click the arrow to see a list of issues, and then select one. The selected issue opens in the same window.
2	Issue Name	Free-text entry (will auto populate from initial entry screen) Contract will generate un-editable Issue ID separate from Issue name for internal tracking Required to create new issue
3	Issue Start Date	Calendar drop-down Select start date of actual impact (will auto populate from initial entry screen) Required to create new issue
4	Description of change	Free-text entry and editor for description of issue (will auto populate from initial entry screen).

Issue description

The Issue description section contains fields that help classify the issue.

Overview – Details Tab – Issue Description
Title		Description
1	Source/Cause	Drop-down menu populated with general issue causes.
2	Change condition	Drop-down menu populated with general conditions of change.
3	Scope	Drop-down menu populated with scope identification of issue.
4	Allowance category	Category assigned to issue for tracking.
5	Assigned WBS	Validated WBS structure to associate a code with your issue. WBS codes include all terminal cost items from InEight Control. WBS codes can be assigned from InEight Plan or Control, or from this section. If the project is imported again from InEight Estimate after the WBS is associated, you must manually update the issue with the new WBS code.
6	Push to cost item pricing	Automatically add the WBS codes to the cost item pricing for the issue.

Step by Step — Push a WBS code to cost item pricing

You can push the WBS codes you add to an issue directly to the cost item pricing for the issue, so you do not have to add them again when you configure cost item pricing.

This procedure adds the WBS codes to the cost item pricing. Any items that you add to the pricing are not pushed to the Details page. You can add them manually.

On the Issue Details page, enter the WBS codes you want to use for the issue in the Assigned WBS field.
Click Push to cost item pricing. The Push WBS to cost item pricing dialog box opens.
Select the WBS codes you want to push to the cost item, and then click Add. The items are added to the pricing.

Items that are manually added on the Cost item pricing tab are not automatically added to the details. You must add them manually.

Additional details

The Additional details section has expandable subsections for the following features:

Control budget change
Schedule impact
Responsible parties
Correspondence
Request for information
Tasks
Weather
Field information
Design information
Revenue category
Custom fields

Click the arrow in the subsection heading to expand the subsection.

Overview - Details Tab - Control budget change
Title	Description
Control budget status	The status of the budget move in InEight Control. You can click the link in the field to go to the Control Workspaces page. When this field contains a value, the heading for this section shows the corresponding status icon from Control. See Budget moves for more information about initiating a budget move.
Control change register ID	The change register ID from Control. You can click the link in the field to go to the Control Workspaces page.

Overview – Details Tab – Schedule Impact
Title		Description
1	Has work started?	Yes/No drop-down menu.
2	Delay days	The number of delay days associated with the issue.
3	Does this impact the schedule?	Yes/No/TBD drop-down menu.
4	Schedule impact comments	Free text entry to enter comments explaining how the issue will impact the schedule Only available if you select Yes for “Does this impact the schedule?”

Overview – Details Tab – Responsible Parties
Title		Description
1	Assigned to	Validated drop-down list of users assigned to current project.
2	Responsible party	The job title or role responsible for the issue.
3	Responsible party person	The person who is responsible for the issue. This is a free text field.

Overview – Details Tab – Correspondence
Title		Description
1	Have you verbally notified the client?	Yes/No drop-down menu.
2	Conversation summary	Free text entry of summary of client verbal notification Only available if you select Yes for “Have you verbally notified the client?”
3	Date client notified	The date the client was notified. An information icon in the Date column shows the specific supporting document that must be attached to populate the date. You can add the document on the Supporting documents page. After a document is added, a link is shown in the File/Link column.
4	Date price to client	The date the price was communicated to the client. An information icon in the Date column shows the specific supporting document that must be attached to populate the date. You can add the document on the Supporting documents page. After a document is added, a link is shown in the File/Link column.

Overview – Details Tab – Tasks
Title		Description
1	Task count	The number of pending and overdue tasks for the issue.
2	Task title	The name of the task. The name is a link to the task in InEight Compliance.
3	Task person	The name of the person assigned to the task.
4	Due date	The date the task is due. Overdue tasks are highlighted in red.
5	State	The state of the task (scheduled, pending, overdue, complete). Pending tasks are highlighted in yellow; overdue tasks are highlighted in red;

Overview – Details Tab – Weather
Title		Description
1	Weather heading	Lets you see at a glance the first weather condition assigned in the issue.
2	Weather condition	You can select a weather condition from the drop-down list. An icon for the weather condition is shown in the Weather heading. You can select multiple weather conditions (for example, snow and wind), but only the first icon shows in the heading.
3	Create historical weather record	Lets you create a historical weather record for a seven-day period. The historical weather record uses the longitude and latitude from the project details to give a precise report of the weather conditions for the specified period. You can specify a start date that is up to one year before the current date. The end date can be up to seven days after the start date. The conditions include the temperature, weather condition, wind speed in meters per second and miles per hour, and precipitation. Change creates a PDF of the record and stores it in the Supporting documents tab for the issue.

Step by Step — Create a historical weather record for an issue

You can create a historical weather record for a seven-day period within the last year.

If you choose a start date that is less than seven days from the current date, the report is for the period from the start date to the current date. You cannot choose a date that is older than a year from the current date.

From the Issue Details page, expand the Weather section in the Additional details.
Click Create historical weather record. A weather record dialog box opens.
Enter a start date and time and end date and time, and then click Search. Change calls a weather API and then returns hourly weather conditions for each hour.
Click Create. Change creates a PDF of the weather record and stores it in the Supporting documents tab for the issue.

Overview – Details Tab – Field Information
Title		Description
1	Construction Area	The construction area associated with the issue. Select from a list of construction areas defined in InEight Platform from the drop-down menu. The Settings icon is a shortcut to the Construction areas configuration (project > Project values > Area), so you can configure a new construction area, if needed.
2	Field Contact	Validated drop-down list of users assigned to current project.
3	Daily Plan ID of impacted work	The daily plan ID associated with the issue. You can click the Add daily plan ID of impacted work button to add additional daily plan IDs. The daily plan ID is for reference only
4	Latitude and Longitude	The latitude and longitude of the construction area associated with the issue. These fields are for reference only.

Overview – Details Tab – Design Information
Title		Description
1	Plan/detail sheet number	Click the Add link to display a field to enter plan/detail sheets – optional entry field.
2	Specification section number	Click the Add link to display a field to enter specification section number(s) – optional entry field.
3	Components	Click the Add link to display a field to enter related components – optional entry field.

Overview – Details Tab – Revenue category
Title		Description
1	Revenue category	The revenue category for the issue. The revenue categories are defined in the organization master data. You can select the category from a drop-down list.
2	Revenue change status	The change status of the revenue category. This field is read-only.
3	Probability percentage	The probability percentage based on the settings in the master data. This field is read-only.

Request for Information

RFIs are often a result of an issue. You can manually add RFI documents from this section or from the Supporting Documents page. If you manually upload an RFI, only the Title and RFI No. columns are filled. The Status column is only filled when you add an RFI from InEight Document. The heading for the Request for Information section includes a counter so you can quickly see the number of associated RFIs the issue has.

To add an RFI document from this section, click the Add Request for information icon, and then select whether to add a new document or a document from InEight Document.

Although you can add an RFI to a PCO or CCO, the Request for information section only shows for issues.