View a Related Record

You can view related records (submittals, RFIs, issues) that are linked to other records by selecting a related record from another record's Related area.

  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the tab for the work item type (submittal, RFI, issue).
  3. Click the number for the work item you want to work with.
    Note: The number appears in blue text and becomes underlined when you mouse over it.
    The page for that work item appears.
  4. In the Related area, click the link for the related record you want to view.
    The related record opens.