Adding Condition Assessment Items to Projects

Many users may opt to use the Condition Assessment application as part of their Capital Projects. The Condition Assessment application provides the means to perform a series of physical and functional audits to determine existing conditions and capital improvement requirements. For example, you could use Condition Assessment before you create capital budgets and initiate their capital projects. Or, it can be used as part of your Commissioning projects.

If you are currently using the Archibus Conditions Assessment application, you can add Conditions Assessment actions to any project request. You can add a selected subset of actions or all of the actions that are contained within the Condition Assessment.

To add Condition Assessment action items to a project request:

From Capital Budgeting or Projects, select the Request / Copy Assessment Items to Projects task.
If needed, use the Filter console to restrict the list of projects shown. For example, set a filter to restrict the list to show only projects for a specific Program, or Project Manager. See Using Filter Consoles.
In the left panel, select the assessment project from which you want to copy condition assessment actions.
The Unassigned Action Items pane shows the unassigned action items for the selected assessment project.
In the Unassigned Assessment Items pane, select the items you want to copy to a project.
Click Copy Selected Items.
From the Requested and Approved Projects pane, click Select in the row for the project to which you want to add the assessment items. If needed you can add a new project by clicking Add New. See Requesting a Project .
The Review Project Actions tab shows all actions assigned to the selected project, including the assessment items you just added.
To review an action, click Details in the row for the action. The Review Action Item screen shows details for the action. Click Close to return to the Review Project Items tab.
To export the project actions to Excel, click XLS.
To generate a paginated report of all the action items, click DOC.
To complete the assignment of these assessment items to the project, click Finish.