Field work directives

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You can use field work directives to handle unexpected events, account for additional work, and provide clarification about the work. A field work directive is sometimes referred to as a field order or a work directive.

The workers at the batch plant go on strike. You create a field work directive that asks for a mix design from an alternative concrete supplier.

  • In the project menu, select Records > Field Work Directives.

Create a basic record in the Create panel, or create a record with detailed information in the full form.

  • Required fields are marked with an asterisk (*) but aren't enforced for draft records.
  • If autonumbering is off, the Number field is editable until the record is saved with a non-draft status. If autonumbering is on, the number is assigned after the record is saved with a non-draft status.
  1. If the right-side panel is closed in the module, select Info icon (Information) on the navigation toolbar.
  2. On the navigation toolbar, select Add.
  3. In the Create panel, enter the record details.
    • To change the status, select an option from the Status list.
    • To add a location, select the Location field, select a parent or child location, and then select Apply.
    • To add an assignment, select Add in the Assigned to section, select the name, and then set a due date.
    • To add a courtesy copy, select Add in the Courtesy copies section, and then select the name.
    • In the comments field, enter a comment, and select Link icon (Links) to link items.
  4. Select Save or Save + Add Another.

    5. You can open the full record to enter additional details, link items to it, and share it with other people.

  1. On the navigation toolbar, select Add.
  2. If the new record doesn't open in the full form, select Expand icon (Expand) in the Create panel.
  3. In the Subject field at the top-left, enter the subject.
  4. In the Information panel, enter the record details.
    • To change the status, select an option from the Status list.
    • To add a location, select the Location field, select a parent or child location, and then select Apply.
    • To add an assignment, select Add in the Assigned to section, select the name, and then set a due date.
    • To add a courtesy copy, select Add in the Courtesy copies section, and then select the name.
  5. On the Comments tab, enter a comment, select Link icon (Links) to link items, and then select Send icon (Send).

    6. When you select Send icon (Send) to add the comment to a new record, the record is saved.

  6. To set who has access to the record, select Sharing icon (Sharing), and then select an option.
  7. To link an item to the record, select Link icon (Links), select Plus icon (Add), and then select the item type.
  8. To save the changes and keep the record open, select Save icon (Save).

    9. —Or—

    To save the changes and close the record, select Back arrow (Save).

You can export field work directives to an Excel file where you can edit them and create new ones. Then you can import the file, which can only be used once, back into ProjectSight. If there are any errors, you can review and fix them in a new Excel file.

  • Record permissions, field permissions, and status permissions are checked when you export field work directives to an Excel file and when you import the file into ProjectSight.
  • In the Excel file, required fields are light red, and read-only fields are light blue.
  • To avoid an import error, make sure you enter information in the Resolution field if the Date Resolved and Resolved By fields contain information.
  • The Excel file can only be imported into the project that it was exported from.

When you import the Excel file back into ProjectSight:

  • If new values were entered after this spreadsheet was exported, your edits are flagged.
  • Blank rows and fields are ignored.
  • If a non-draft status is selected, and a required field is invalid or empty, the new record remains a draft.
  • The Resolution, Date Resolved, and Resolved By fields are updated in the record. If the Date Resolved and Resolved By fields are empty in the Excel file and in the record, the current user and time stamp are used.
  1. In the Field Work Directives module, filter the records that will be exported to Excel.
    • In the Search panel, set the filters.
    • To export specific field work directives, select their checkboxes. If none are selected, all the field work directives are exported.
  2. In the list view, add and rearrange the columns, and then save the custom view.

    3. The Excel file will display the columns for the fields in the list view followed by the remaining fields.

  3. On the navigation toolbar, select Project export toolbar button (Import/Export) > Export to Excel.

    4. The Excel file contains the required fields and the fields that you have permission to view.

  4. Open the Excel file.
  5. On the Field Work Directives tab, enter the field work directive details in a new row.
  6. Edit any existing field work directives.

    7. You can copy and paste unlocked cells.

  7. Save the Excel file.
  8. In ProjectSight, open the Field Work Directives module.
  9. On the navigation toolbar, select Project export toolbar button (Import/Export) > Update from Excel.
  10. Select the Excel file to import.
  1. In the import error message, select Review errors.

    2. The field work directives with errors are exported to a new Excel file.

  2. Review the Feedback column and fix the associated errors.
  3. Save the Excel file.
  4. In ProjectSight, open the Field Work Directives module.
  5. On the navigation toolbar, select Project export toolbar button (Import/Export) > Update from Excel.
  6. Select the Excel file to import.