Audits - WebTMA 5

Path: Transactions > Capital Planning > Audits

Use the Audits window to track and manage Capital Planning Audits. This is the raw data from independent auditors. The records can be pushed into the Work Element table to make a Capital Plan a WebTMA project.

The Action Menu includes two functions:

Create Request mirrors functionality found on the Audit portion of the Capital Browse window. It is inactive if a record has already been pushed to either Request or Work Element.

Create Work Element mirrors functionality found on the Audit portion of the Capital Browse window. It is inactive if a record has already been pushed to either Request or Work Element.

You can enter UniFormat element fields in a valid level 2, 3, or 4 without providing the parent level. Once a UniFormat level is selected, the parent record automatically populates. If you select a Level 1 (or 2, or 3), the subsequent fields are filtered by the parent selection.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2024 Client Training Schedule
See the full list of web training events.