Manage the project journal

The project journal allows you to keep a chronological record of the project.

You can add journal entries regarding emails, telephone conversations, or any other project information that needs to be recorded. By adding journal entries, you can ensure that everyone in the project knows the relevant details about the project.

You can manage and record journal entries related to the project in the Journal dialog box. You can add new journal entries, attach files or emails to journal entries, and modify or delete existing journal entries.

Journal Entry properties

The items that are marked with an asterisk (*) in the following table are mandatory information.

The fields available and their order depend on the settings that you have defined in Maintenance > Project Management. See Customize Tekla PowerFab.


Option	Description
Entry # *	The number of the journal entry. Tekla PowerFab automatically populates the Entry # field with the next available entry number. You can type a different number in the Entry # field.
Entry Date *	The date of the recorded event. By default, Tekla PowerFab suggests the current date. You can select a different date in the drop-down calendar.
Entry Time *	The time of the recorded event. By default, Tekla PowerFab suggests the current time. You can type another time in the Entry Time fields.
Author *	The creator of the journal entry. Select a user in the drop-down list. Note: Only Tekla PowerFab users in your company are available in the list.
Contact	The project party related to the recorded event. For example, the contact person with whom you had a telephone conversation and their company. Note: Only the companies and their contact persons that have been added for the project in the Project dialog box are available in the lists.See Manage project contacts. Select the related company and the contact person in the lists.
Subject *	The subject of the journal entry. Type the subject in the field.
Body	The details of the journal entry. Type any relevant information in the field.

Add a journal entry

In the Project dialog box, click Journal Entries.

The Journal dialog box opens.
Click New.
Define the properties of the journal entry.
Click Add.
To attach a file to the new journal entry, do the following:
1. Select the new journal entry.
2. Click Attached Files.
  
  The Journal Entry dialog box opens.
3. Click New.
  
  The Document Index - Add Document Reference dialog box opens.
4. To add a file, click Add File, Add Outlook Email, or Add Outlook Attachments.
  
  For more detailed instructions on adding files, see Add document references.
5. In the Journal Entry dialog box. after you have added the file, select the journal entry to which you want to attach the file.
6. In Description, type a description for the attached file.
7. Click Save.
8. To close the Journal Entry Files dialog box, click the Close button (X) in the upper-right corner.

Modify a journal entry

In the Project dialog box, click Journal Entries.

The Journal dialog box opens.
Select the journal entry that you want to modify.
Modify the journal entry properties.
Click Edit to save the changes.
To modify the files that are attached to the journal entry, do the following:
1. Select the journal entry whose attached files you want to modify.
2. Click Attached Files.
  
  The Journal Entry dialog box opens.
3. Select an attachment and modify its description.
4. Click Save.
  
  You can also delete attached files by selecting them, clicking Delete, and clicking Yes to confirm.
5. To close the Journal Entry Files dialog box, click the Close button (X) in the upper-right corner.

Delete a journal entry

In the Project dialog box, click Journal Entries.

The Journal dialog box opens.
Select the journal entries that you want to delete.

To select multiple items, hold down Ctrl.
To select a range of subsequent items, hold down Shift.
Click Delete.
To permanently delete the journal entries, click Yes in the confirmation dialog box.